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SWANX
Mutual Fund ticker: NASDAQ
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Schwab Core Equity (SWANX) Ownership - Who owns Schwab Core Equity?

The investment seeks long-term capital growth... Show more

Category: #Large Blend

Profile

Category
Large Blend
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
0.72
Min. Initial Investment
N/A
Fund Existence
almost 29 years
Turnover
30.00
Front Load
N/A
Net Assets
1428183600.00
Manager Tenure
N/A

Fundamentals

SWANX
Net Assets
1.43B
Fund Existence
almost 29 years
Turnover
30.00
Total Expense Ratio
0.72
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Large Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.72
Assets in Top Ten Holdings
596M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
1.43B
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.47
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
53.00
Number of Net Holdings
53.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
48.68%
Gain YTD
0.858
Annual Yield % from dividends
0.46
Returns for 1 year
3.53
Returns for 3 years
14.11
Returns for 5 years
10.00
Returns for 10 years
6.60
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General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com