The investment seeks investment results that correspond generally (before fees and expenses) to the total return of the Russell Fundamental U.S. Small Company Index. The fund primarily invests at least 90% of its net assets in stocks included in the index. The index measures the performance of the small company size segment by fundamental overall company scores, which are created using as the universe the companies in the Russell 3000� Index. It also may invest in derivatives, principally futures contracts, and lend its securities to minimize the gap in performance that exists between any index fund and its corresponding index.
Fund filings (PDF) »
Ron Toll (Started: Feb 28, 2009)
Agnes Hong (Started: Feb 28, 2012)
Ferian Juwono (Started: Feb 28, 2013)
# Contact ?>
Schwab Funds, 101 Montgomery Street, San Francisco, CA 94104, USA