Schwab Hedged Equity Investor
101 Montgomery St San Francisco CA 94104
Map
Phone: 800-435-4000
| Category: | Long-Short | | Fund Family: | Schwab Funds | | Net Assets: | 78.94M | | Year-to-Date Return: | -19.38% | | Yield: | 1.01% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-05 |
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Larry M. Mano
Lead Manager since
19-Jul-04 | | | Mano is a managing director and portfolio manager of the Charles Schwab Investment Management, Inc. He joined the firm in Nov 1998. |
| Min Initial Investment: | $100 | | 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 over market cycles with lower volatility than the broad equity market. The fund normally invests at least 80% of net assets in long and short positions in equity securities issues by U.S. companies. The fund typically purchases or sells short stocks of companies that have market capitalization of $1 billion or more at the time the stock is purchased or sold short. |
| Last Dividend
(20-Dec-07):
| 0.13 | | Last Cap Gain
(22-Dec-05):
| 0.26 | | Annual Holdings Turnover
| 72.00% | | Average for Category:
| 306.03% |
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| Expense | SWHIX | Category
Avg | | Total Expense Ratio: | 1.93%
| 2.19% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.49% | | Max Deferred Sales Load: | 0.00%
| 2.14% | | 3 Yr Expense Projection*: |
$685 | $961 | | 5 Yr Expense Projection*: |
$1,175 | $1,671 | | 10 Yr Expense Projection*: |
$2,524 | $3,337 |
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2.63% Nasdaq 0.00%
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