Schwab Dividend Equity Fund

Class Other (SWDSX)
Scorecard
4 / 5 Stars
Lipper
4 4 5 5 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

#52 in Large Value

U.S. News evaluated 326 Large Value 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 21.71 percent over the past year, 14.09 percent over the past three years, 20.05 percent over the past five years, and 7.68 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -0.2%
1 Year 21.7%
3 Years (Annualized) 14.1%
5 Years (Annualized) 20.0%
10 Years (Annualized) 7.7%

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Summary

The investment seeks current income and capital appreciation. The fund invests at least 80% of its net assets in dividend paying common and preferred stocks. To aid its stock selection, it uses Schwab Equity Ratings®. The fund's initial selection universe typically consists of the 1,500 largest U.S. publicly-traded companies in terms of market capitalization. These companies tend to be large- to mid-cap companies. For temporary defensive purposes during unusual economic or market conditions or for liquidity purposes, it 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 Dividend Equity Fund has an expense ratio of 0.89 percent.

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Risk

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

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See Also:

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