Schwab Financial Services Fund

Class No Load (SWFFX)
Scorecard
3 / 5 Stars
Lipper
3 4 2 4 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D+ (Sell)

#17 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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Performance

The fund has returned 22.81 percent over the past year, 10.35 percent over the past three years, 21.82 percent over the past five years, and 3.16 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -0.9%
1 Year 22.8%
3 Years (Annualized) 10.3%
5 Years (Annualized) 21.8%
10 Years (Annualized) 3.2%

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Summary

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

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

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

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See Also:

Top Schwab Funds Funds