Schwab Financial Services Fund

Class No Load (SWFFX)
3 / 5 Stars
3 4 2 4 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
C (Hold)

#14 in Financial

U.S. News evaluated 28 Financial Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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The fund has returned 18.77 percent over the past year, 14.80 percent over the past three years, 15.69 percent over the past five years, and 4.15 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 4.7%
1 Year 18.8%
3 Years (Annualized) 14.8%
5 Years (Annualized) 15.7%
10 Years (Annualized) 4.2%

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The investment seeks long-term capital growth. The fund invests at least 80% of its net assets in equity securities issued by companies in the financial services sector. It generally invests in U.S. companies and may invest in companies of all sizes. To aid its stock selection, the fund uses Schwab Equity Ratings®. It may buy and sell portfolio securities actively. For temporary defensive purposes during unusual economic or market conditions or for liquidity purposes, the fund may invest up to 100% of its assets in cash, money market instruments, repurchase agreements and other short-term obligations.


Fees are Low compared to funds in the same category.
Schwab Financial Services Fund has an expense ratio of 0.94 percent.

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Risk is Average compared to funds in the same category according to Morningstar.

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