Schwab 1000 Inv

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Note: The following information has not been updated by the vendor since 10/23/20.


Phone # for sales:	1 800 225 8570
Additional Phone #:	1 800 345 2550
Website:	www.schwabfunds.com
Click link to request additional product information.

CATEGORY: MUTUAL FUNDS

Fund | Expenses | Performance | Additional Comments

Fund TOP

Fund name: Schwab 1000 Inv

Symbol: SNXFX

Portfolio contains these types of investments:

General Elec - Intel - Cisco Sys - Microsoft - Pfizer - ExxonMobil - Wal-Mart Stores - Citigroup - IBM -

Minimum Investment: $2,500

1-Year Profit Projection: N/A

Brief fund description:

Schwab 1000 Fund - Investor Shares seeks to match the total return of the Schwab 1000 Index, an index composed of the common stocks of the 1,000 largest publicly traded U.S. companies. The fund normally invests at least 80% of assets in Schwab 1000 index stocks, in proportion to their weighting in the index. It may invest the balance of assets in securities not included in the index. The advisor expects the portfolio turnover rate to be low; it may not automatically buy and sell portfolio securities to reflect changes in the index. The fund may also invest a portion of assets in other investment companies. The fund offers Investor and Select shares.

Expenses TOP

Annual expense ratio: 0.46

Tax Efficiency: N/A

Load Type:

None

Load Percentage: N/A

Performance TOP

Performance 3 Months: -1.5

Performance Year to Date: -1.8

Performance 12 Months: 10.3

Performance 3 Years: 15.9

Performance 5 Years: 21.8

Additional Comments TOP

Fund Features:

N/A

Fund Strategy:

N/A

Fund | Expenses | Performance | Additional Comments

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