SWFFX (Schwab Cap:Fnl Svc)
Net Asset Value: 10.02 1-Day Return: -0.04 (-0.40%) YTD Return as of 2/9/12:Up 11.58%

Classification: Financial Services   Objective: Financial Services   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

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.

NAV Chart | Growth of $10,000
Fund Chart
Find a Broker »

Total Returns (As of 2/09/2012)

More
 YTD1Yr3Yr5Yr10Yr
Fund 11.58 -8.05 13.85 -8.51 2.12
Classification 11.87 -6.74 12.74 -9.06 0.30
Index (S&P 500) 7.70 4.50 18.30 0.90 4.20
% Rank in Class (1-best,100=worst)4951404735

Fund Stats

More
Investment Objective:Financial Services
Net Assets ($Mil)NA
Inception Date:7/3/00
Manager Name, TenureMano/Davis, 2000 / 2006
Expense Ratio: 0.93%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

Top 10 Holdings (As of 7/31/11)

More
Company NameSymbol% Net Assets
Jpmorgan Chase & Co Ord JPM 7.10
Wells Fargo & Co Ord WFC 6.17
Citigroup Inc Ord C 4.01
Berkshire Hathaway Inc Ord BRK.B 3.84
Capital One Financial Corp Ord COF 3.77
State Street Corp Ord STT 3.72
Fifth Third Bancorp Ord FITB 3.37
Suntrust Banks Inc Ord STI 3.23
American Financial Group Inc Ord AFG 3.23
American Express Co Ord AXP 3.12
% of Total Holdings 41.56

View Overview for:

tools

Stock Screener

Portfolio Tracker

See More Tools
From the Magazine
Read More Read More Read More Read More

Also