Schwab Hedged Equity Fund

Type: Mutual Funds Symbol: SWHEX Net Expense Ratio: 1.910%

Summary

Objective

The fund seeks long-term capital appreciation over market cycles with lower volatility than the broad equity market.

Highlights

  • An actively managed fund that seeks to provide long-term capital appreciation over market cycles with lower volatility than the broad equity market
  • Offers a risk-managed approach to investing in the U.S. stock market
  • Invests by taking long and short positions in U.S. equity securities through a disciplined investment process that uses Schwab Equity Ratings® as one of several inputs
  • An experienced portfolio management team evaluates securities on three components: fundamentals, valuation, and sentiment

The fund’s Board of Trustees has approved the liquidation of the fund effective on or about October 22, 2021. The fund is closed to new shareholders effective September 24, 2021, and to all investments effective October 15, 2021. Please review the fund’s prospectus for details.

Fund Details

Performance

Portfolio

Distributions