Morningstar

Schwab Core Equity Fund™ SWANX

Medalist Rating as of Aug 31, 2026 See Charles Schwab Investment Hub

Strategy

The investment seeks long-term capital growth. 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).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SWANX	Schwab Core Equity Fund™	No Load	Open			Jul 1, 1996	$1.47B	0.730%	Average	$0	−$153.67M

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