Print

Schwab Institutional Core Plus Fixed Income Trust Fund

FUND SNAPSHOT

As of

Total Fund Assets:

Unit Class I
Inception Date: 05/02/2002
Expense Ratio:

Fund Fact Sheet

Unit Class III
Inception Date: 10/01/2002
Expense Ratio:

Fund Fact Sheet
Objective: The Fund seeks total return.

Fund Strategy: To pursue its investment objective, the Fund invests primarily in sub-advised strategies composed primarily of dollar denominated, intermediate, investment grade fixed income securities. These securities may include U.S. government obligations, mortgage-backed securities, corporate debt securities, U.S. bank obligations, and asset-backed securities.  Additionally, the Fund may contain allocations to longer duration securities and other sectors such as global developed market debt and below investment grade debt such as high-yield corporate bonds and emerging market debt.


The Fund uses actively and passively managed sub-advised investment strategies that invest primarily in dollar-denominated, investment-grade fixed income securities. These securities may include U.S. government obligations, mortgage-backed securities, corporate debt securities, U.S. bank obligations, and asset-backed securities. Additionally, the Fund may contain allocations to high-yield corporate bonds and global and emerging market debt.

Find current and past fund fact sheets, legal documents, and other downloadable materials. Get up-to-date performance data.