Schwab Premier Equity Select
101 Montgomery St San Francisco CA 94104
Map
Phone: 800-435-4000
| Category: | Large Blend | | Fund Family: | Schwab Funds | | Net Assets: | 441.17M | | Year-to-Date Return: | -35.29% | | Yield: | 0.56% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Mar-05 |
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Vivienne Hsu
Lead Manager since
21-Mar-05 | | | Hsu is a vice president and senior portfolio manager for Charles Schwab Investment Management (CSIM). She is a member of the senior equity management team that oversees Schwab Funds that use Schwab Equity Ratings. Hsu joined CSIM in August 2004 from American Century Investment, where she was vice president, portfolio manager and senior quantitative analyst. Hsu holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $50,000 | | 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 growth. The fund invests primarily in U.S. common stocks. It normally invests at least 80% of net assets in stocks of U.S. companies. The fund generally seeks to invest in the stocks of approximately 100 companies, but may hold fewer or more stocks at a particular time. It may invest in companies of all sizes. The fund uses Schwab Equity Ratings(R) to aid its stock selection. |
| Last Dividend
(20-Dec-07):
| 0.05 | | Last Cap Gain
(20-Dec-07):
| 0.86 | | Annual Holdings Turnover
| 72.00% | | Average for Category:
| 71.85% |
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| Expense | SWPSX | Category
Avg | | Total Expense Ratio: | 1.01%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.14% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$318 | $572 | | 5 Yr Expense Projection*: |
$552 | $876 | | 10 Yr Expense Projection*: |
$1,225 | $2,504 |
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2.63% Nasdaq 0.00%
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