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Schwab Institutional Large Cap Value Trust Fund

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As of

Total Fund Assets:

Retirement (Closed to new investors)
Inception Date: 01/03/2002
Expense Ratio:

Fund Fact Sheets

Institutional (Closed to new investors)
Inception Date: 05/03/2010
Expense Ratio:

Fund Fact Sheet

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Objective: The Fund seeks long-term capital appreciation.

Fund Strategy: To pursue its investment objective, the Fund invests primarily in one or more sub-advised strategy(ies) consisting primarily of equity securities which appear to be temporarily undervalued by the stock market but have a favorable outlook for long term growth. The strategy(ies) focuses on the underlying financial condition and prospects of companies (e.g., cash flow, dividends). Other factors, including but not limited to, competitive advantage, strength of company management, and economic condition, are also evaluated.

The Fund uses an actively managed sub-advised strategy that looks for companies which appear to be temporarily undervalued by the stock market. The Fund focuses on the underlying financial condition and prospects of companies (e.g., cash flow, dividends). Other factors, including but not limited to, competitive advantage, strength of company management, and economic condition, are also evaluated.

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