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Schwab Core Equity Fund: (MF: SWANX)
(NASDAQ Mutual Funds) As of May 3, 2024 08:00 PM ET
$21.66 USD
+0.24 (1.12%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in July 1996 and is managed by Charles Schwab Investment Management, Inc. The fund seeks to assemble a portfolio with long-term performance. To pursue its goal, the fund primarily invests at least 80% of its assets in equity securities of U.S. stocks. The fund offers dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Schwab Core Equity | SWANX | NA | NA | 0.00 | 0.00 | 0.47 | 0.73 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Schwab Core Equity | SWANX | 21.66 | 6/28/1996 | 0.00 | 26.74 | 10.04 | 12.44 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Schwab Core Equity | SWANX | 0 | 0 | 0 | A |
Contact Information
| Family | Schwab Funds |
| Address | 101 Montgomery St San Francisco, CA 94104 |
| Phone | 800 407-0256 |