4 / 5 Stars
5 5 2 4 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#33 in Small Blend
U.S. News evaluated 225 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 29.44 percent over the past year, 17.90 percent over the past three years, 24.45 percent over the past five years, and 9.26 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.8%|
|3 Years (Annualized)||17.9%|
|5 Years (Annualized)||24.5%|
|10 Years (Annualized)||9.3%|
The investment seeks long-term capital growth. The fund invests at least 80% of its net assets in small-cap equity securities. Small-cap equity securities generally are securities with market capitalizations within the universe of the Russell 2000® Index at the time of purchase by the fund. To aid its stock selection, it uses Schwab Equity Ratings®. 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 Above Average compared to funds in the same category.
Schwab Small Cap Equity Fund has an expense ratio of 1.10 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.