Schwab International Core Equity Inst
101 Montgomery St San Francisco CA 94104
Map
Phone: 800-407-0256
| Category: | Foreign Large Blend | | Fund Family: | Schwab Funds | | Net Assets: | 2.68M | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-May-08 |
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Paul Allan Davis
Lead Manager since
30-May-08 | | | Davis is a director and portfolio manager with Charles Schwab Investment Management, Inc. (CSIM), his employer since 2003. He has worked in several different areas, including quantitative research, performance, competitive analysis, and fund administration. Prior to joining CSIM, he worked for several advisory firms in different capacities, including portfolio management, trading, and compliance. |
| Min Initial Investment: | $500,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long term capital appreciation. The fund invests primarily in the stocks of publicly traded companies located in developed countries excluding the United State. It may also invest in securities issued by companies located in emerging markets. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities. It typically purchases stocks of large-cap and mid-cap companies but may invest a portion of its assets in small-cap companies. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 78.70% |
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| Expense | SICNX | Category
Avg | | Total Expense Ratio: | %
| 1.42% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.32% | | Max Deferred Sales Load: | 0.00%
| 2.75% | | 3 Yr Expense Projection*: |
$310 | $650 | | 5 Yr Expense Projection*: |
$N/A | $993 | | 10 Yr Expense Projection*: |
$N/A | $1,966 |
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2.63% Nasdaq 0.00%
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