SWTSX (Schwab Cap:Tot Stk Mkt)
Net Asset Value: 24.53
1-Day Return:
0.03 (0.12%)
YTD Return as of 2/9/12:
8.44%
Classification: Multi-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.
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Total Returns (As of 2/09/2012)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 8.44 | 4.59 | 19.46 | 1.57 | 5.18 |
| Classification | 9.18 | 1.50 | 18.51 | 0.54 | 4.84 |
| Index (S&P 500) | 7.70 | 4.50 | 18.30 | 0.90 | 4.20 |
| % Rank in Class (1-best,100=worst) | 69 | 19 | 32 | 26 | 40 |
Fund Stats
More| Investment Objective: | Growth & Income |
|---|---|
| Net Assets ($Mil) | NA |
| Inception Date: | 6/1/99 |
| Manager Name, Tenure | Larry Mano, 1999 |
| Expense Ratio: | 0.09% |
|
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 | 2.71 |
| Apple Inc Ord | AAPL | 2.44 |
| International Business Machines Corp Ord | IBM | 1.51 |
| Chevron Corp Ord | CVX | 1.43 |
| Microsoft Corp Ord | MSFT | 1.39 |
| General Electric Co Ord | GE | 1.31 |
| Johnson & Johnson Ord | JNJ | 1.21 |
| At&t Inc Ord | T | 1.19 |
| Procter & Gamble Co Ord | PG | 1.17 |
| Jpmorgan Chase & Co Ord | JPM | 1.10 |
| % of Total Holdings | 15.46 | |
Stories & Blogs: Around the Web
| 12/2/2011 | The 3 Things Every Investor Can Control (SM) |
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