4 / 5 Stars
4 5 5 4 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#54 in Large Value
U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 23.01 percent over the past year, 16.17 percent over the past three years, 17.90 percent over the past five years, and 8.33 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.6%|
|3 Years (Annualized)||16.2%|
|5 Years (Annualized)||17.9%|
|10 Years (Annualized)||8.3%|
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 are Low compared to funds in the same category.
Schwab Dividend Equity Fund has an expense ratio of 0.89 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.