SNXFX (Schwab Inv:1000 Index)
Net Asset Value: 38.20
1-Day Return:
0.09 (0.24%)
YTD Return as of 2/8/12: 8.00%
Classification: Large-Cap Core Objective: Growth & Income Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
| Growth of $10,000
Total Returns (As of 2/08/2012)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 8.00 | 3.68 | 18.64 | 0.89 | 4.39 |
| Classification | 8.00 | 2.23 | 16.70 | 0.25 | 3.71 |
| Index (S&P 500) | 7.60 | 4.10 | 18.30 | 0.80 | 4.10 |
| % Rank in Class (1-best,100=worst) | 54 | 35 | 17 | 38 | 30 |
Fund Stats
More| Investment Objective: | Growth & Income |
|---|---|
| Net Assets ($Mil) | NA |
| Inception Date: | 4/2/91 |
| Manager Name, Tenure | Mano/Toll, 2005 / 2008 |
| Expense Ratio: | 0.29% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
Top 10 Holdings (As of 7/31/11)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Exxon Mobil Corp Ord | XOM | 2.92 |
| Apple Inc Ord | AAPL | 2.67 |
| International Business Machines Corp Ord | IBM | 1.63 |
| Chevron Corp Ord | CVX | 1.56 |
| Microsoft Corp Ord | MSFT | 1.50 |
| General Electric Co Ord | GE | 1.40 |
| Johnson & Johnson Ord | JNJ | 1.31 |
| At&t Inc Ord | T | 1.28 |
| Procter & Gamble Co Ord | PG | 1.27 |
| Jpmorgan Chase & Co Ord | JPM | 1.18 |
| % of Total Holdings | 16.72 | |
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