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Schwab Financial Services Fund

Schwab Financial Services Fund

Profile

Data Providers

Overview

  • category
    Financial Services Funds
  • management type
    Active
  • total assets
    $57.1M
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Advisors Using This Fund

  • Eric Simonds CFP®
    Brunswick, ME
    <$1M in this fund
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Assets

Net Assets

Total Net Assets

$57.1M

(Through Jul 2016)
There is no Net Asset data available to display at this time.

Flows

Net Flows

1 Year Net Flows

$13.34M

(Through Jul 2016)
There is no Net Flows data available to display at this time.
* BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

Fees

Fee Comparison

expense ratio

0.90%

There is no Fee data available to display at this time.

Turnover

turnover

53.0%

There is no Turnover data available to display at this time.

Performance

Growth of 10k

1 Year Return

-8.11%

There is no Performance data available to display at this time.

Retirement

Top Plans

Plan Name % Allocation
Some Plan Name
10%
Some Other Really long plan Name
5%
Another Plan Name
10%
Finally, the Plan Name
5%
View all plans with this Fund

Managers

Current Fund Managers

  • Jonas Svallin

    01-01-2012 - present
  • Wei Li

    01-01-2013 - present