| No headlines available for SWANX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 1.86B | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 17.92% | | 5y Avg Return: | 1.82% | | Rank in Category (ytd): | 1798 | | % Rank in Category (ytd): | 88.97% | | Beta (3y): | 0.91 | | Morningstar Risk Rating: | Below average |
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| The investment seeks long-term capital growth by investing primarily in large-and mid-cap stocks. The fund invests at least 80% of net assets inequity securities of U.S. companies which generally have capitalizations in excess of $500 million. It seeks to assemble a portfolio with long-term performance that exceeds that of the S&P 500 index. The fund uses Schwab Equity Ratings to aid its stock selection. | | | Fund Profile |
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