3 / 5 Stars
5 5 2 5 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#61 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 26.94 percent over the past year, 15.09 percent over the past three years, 24.32 percent over the past five years, and 9.13 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.8%|
|3 Years (Annualized)||15.1%|
|5 Years (Annualized)||24.3%|
|10 Years (Annualized)||9.1%|
The investment seeks to track the performance of a benchmark index that measures the total return of small capitalization U.S. stocks. The fund normally invests at least 80% of assets in stocks that are included in the Russell 2000® Index. It generally gives the same weight to a given stock as the index does. The fund may invest in derivatives, principally futures contracts, and lend its securities to minimize the gap in performance that naturally exists between any index fund and its corresponding index. It may concentrate its investments in an industry or group of industries to the extent that its comparative index is also so concentrated.
Fees are Below Average compared to funds in the same category.
Schwab Small Cap Index Fund has an expense ratio of 0.17 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.