4 / 5 Stars
5 5 2 5 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#22 in Small Blend
U.S. News evaluated 228 Small Blend 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 26.36 percent over the past year, 13.47 percent over the past three years, and 29.66 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||2.5%|
|3 Years (Annualized)||13.5%|
|5 Years (Annualized)||29.7%|
|10 Years (Annualized)||N/A|
The investment seeks investment results that correspond generally (before fees and expenses) to the total return of the Russell Fundamental U.S. Small Company Index. The fund primarily invests at least 90% of its net assets in stocks included in the index. The index measures the performance of the small company size segment by fundamental overall company scores, which are created using as the universe the companies in the Russell 3000® Index. It also may invest in derivatives, principally futures contracts, and lend its securities to minimize the gap in performance that exists between any index fund and its corresponding index.
Fees are Average compared to funds in the same category.
Schwab Fundamental U.S. Small Company Index Fund has an expense ratio of 0.35 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.