What you need to know Except as noted below, all data provided by Morningstar, Inc. Leveraged and Inverse Products: Funds are also subject to management fees and expenses. Leveraged mutual funds seek to provide a multiple of the investment returns of a given index or benchmark on a daily or monthly basis. Aggressive investment techniques such as futures, forward contracts, swap agreements, derivatives, options, can increase fund volatility and decrease performance. Schwab also may receive remuneration from transaction fee fund companies for certain administrative services.
Individual holdings are shown for informational purposes only and are not considered an offer to sell or a solicitation of an offer to buy a specific security. Schwab is the distributor for Schwab Funds and Laudus Funds. What you need to know Except as noted below, all data provided by Morningstar, Inc. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and year if applicable Morningstar Rating metrics. The information contained herein is the proprietary information of Morningstar, Inc. The aggregate fees Schwab or its affiliates receive from Schwab Affiliate Funds see fund prospectuses for more details are greater than the remuneration received from the other funds available through Schwab's Mutual Fund OneSource service. Investors holding these funds should therefore monitor their positions as frequently as daily. Charles Schwab Investment Management, Inc. Schwab reserves the right to change the funds we make available without transaction fees and to reinstate fees on any funds. If an expense waiver was in place during the period, the net expense ratio was used to calculate fund performance. Aggressive investment techniques such as futures, forward contracts, swap agreements, derivatives, options, can increase fund volatility and decrease performance. The information contained herein is not represented or warranted to be accurate, correct, complete, or timely. Compounding can also cause a widening differential between the performances of a fund and its underlying index or benchmark, so that returns over periods longer than the stated reset period can differ in amount and direction from the target return of the same period. Leveraged mutual funds seek to provide a multiple of the investment returns of a given index or benchmark on a daily or monthly basis. Past performance does not guarantee future performance. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. To find out more about trading these funds, please read: Funds are also subject to management fees and expenses. While the year overall star rating formula seems to give the most weight to the year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Schwab also may receive remuneration from transaction fee fund companies for certain administrative services. Trades in no-load mutual funds available through Mutual Funds OneSource service including SchwabFunds as well as certain other funds, are available without transaction fees. Inverse mutual funds seek to provide the opposite of the investment returns, also daily or monthly, of a given index or benchmark, either in whole or by multiples. Please read the prospectus carefully before investing. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost. Due to the effects of compounding, aggressive techniques, and possible correlation errors, leveraged and inverse funds may experience greater losses than one would ordinarily expect. Schwab's Financial and Other Relationships with Mutual Funds Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges and expenses.
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