| | | Morningstar Overall Rating: |  | | Total Assets: | 64.26M | | Category: | Financial | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 13.64% | | 5y Avg Return: | -4.58% | | Rank in Category (ytd): | 94 | | % Rank in Category (ytd): | 72.87% | | Beta (3y): | 1.31 | | Morningstar Risk Rating: | Average |
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| The investment seeks long-term capital growth. The fund invests at least 80% of net assets in equity securities issued by companies in the financial services sector. It may also invest in futures contracts. The fund uses Schwab Equity Ratings(R) to aid its stock selection. It generally invests in U.S. companies and may invest in companies of all sizes. The fund is nondiversified. | | | Fund Profile |
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