Schwab Inflation Protected
Schwab Investments. 101 Montgomery Street San Francisco, CA 94104
Phone: 800-407-0256
| Category: |
Inflation-Protected Bond |
| Fund Family: |
Schwab Funds |
| Net Assets: |
301.77M |
| Year-to-Date Return: |
1.44% |
| Yield: |
0.02% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
31-Mar-06 |
|
Matthew Hastings
Lead Manager since
17-Aug-06 |
|
| Hastings is a managing director and portfolio manager of Charles Schwab Investment Management. He joined the firm in 1998 and has worked in fixed-income and asset management since 1996. Hastings holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$100 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
NaN |
| Min Subsequent Investment: |
NaN |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
N/A |
|
|
|
| The investment seeks to provide total return and inflation protection, The fund normally invests at least 80% of net assets in inflation-protected fixed-income securities. It may invest up to 20% of net assets in fixed-income securities that are not structured to provide protection against inflation. The fund may invest up to 10% of net assets in below investment-grade bonds that are rated at least B by at least one nationally recognized statistical rating organization or are the unrated equivalent as determined by the investment adviser. It may also invest in derivatives. |
| Last Dividend
(30-Dec-09):
|
0.00 |
| Last Cap Gain
(10-Dec-08):
|
0.07 |
| Annual Holdings Turnover
|
78.00% |
| Average for Category:
|
225.32% |
|
| Expense |
SWRSX |
Category
Avg |
| Total Expense Ratio: |
0.50%
|
0.85% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
4.10% |
| Max Deferred Sales Load: |
%
|
2.18% |
| 3 Yr Expense Projection*: |
$160 |
$406 |
| 5 Yr Expense Projection*: |
$280 |
$659 |
| 10 Yr Expense Projection*: |
$628 |
$1,335 |
|
|
Help
0.02 (0.19%) 
Profile
