Mutual Funds - Profile

Schwab International Core Equity Fund

INT > Multi-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in mid-and large-size companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on stocks of companies located in developed market countries excluding the United States.

However, the fund may also invest in stocks issued by companies located in emerging markets.

Developed market countries include, but are not limited to Australia, Austria, Belgium, Canada, Denmark, Finland, More

Price

  • Last Close
  • $11.27
    -0.13
  • 52 Week HL
  • $11.5 - $10.06
  • Net Assets
  • $709 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Nov 30, -0001

Top 10 Holdings
Jul 19, 2021

Company Holding
Company Holding
Total 0%

Manager

  • Name
  • Jonas Svallin
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
-0.7 % YTD

  • 3 Year
  • 8.95%
  • 5 Year
  • 25.34%
  • Best
  • 25.48%
    2017
  • Worst
  • -18.29%
    2018

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
SICNX 0%29%16%29%-6%19%8%-1%14%29%13%
S&P 500 -4%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -0.7% 2.1% -24.9% 10.9% -0.8% 9.2% -3.2% 6.5% 3% 5.5% -
Q2 - 6.1% 16.6% 1% -2% 7.3% - 1.8% 3.8% -0.1% -
Q3 - -1.7% 6.3% -2.9% 0.7% 4.5% 5.6% -7.8% -5.9% 10.2% -
Q4 - 1.3% 11.2% 4.4% -14.6% 2.5% -0.5% 3.4% -5% 6.7% -

Returns +
M

J F M A M J J A S O N D
2022 -0.7% - - - - - - - - - - -
2021 -1.7% 1.9% 1.9% 3% 4.2% -1.1% 0.7% 1.6% -3.9% 4.4% -4.3% 1.4%

Annual
Return

Index Comparison

Alpha

NAV