Schwab Core Equity (SWANX)
Schwab Core Equity operates in the Asset Management industry of the Financial Services sector, headquartered in Westlake, TX, US. The stock last traded at $27.02, down 0.26% on the session, giving a market capitalisation of $1.52B. Its beta of 0.94 implies it has historically moved less than the broad market.
To pursue its investment objective, the fund invests primarily in U.S. stocks. Under normal circumstances, it pursues its goal by investing at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in equity securities of U.S. companies. The fund may invest in derivatives, principally futures contracts, primarily to seek returns on the fund’s otherwise uninvested cash assets. It may invest in exchange-traded funds (ETFs) and stocks of real estate investment trusts (REITs).
Schwab Core Equity is most often compared with the following Financial Services names: