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Schwab Diversified Conservative Allocation Trust Fund (Closed to new investors)

FUND SNAPSHOT

As of 

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Retirement
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Investment Objective: The Schwab Diversified Conservative Allocation Trust Fund seeks long-term capital appreciation.

Strategy: The Fund seeks to achieve its investment objective over the long term by investing primarily through one or more sub-advised strategies in a variety of asset classes that may include U.S. and international stocks, fixed income securities, real estate, currencies and commodities. The Fund seeks exposure to such asset classes primarily by investing in exchange-traded funds ("ETFs"). Through its investment process, the Fund strives to take advantage of capital market opportunities globally while focusing on risk management by periodically changing asset allocations in response to the sub-adviser's analysis of market conditions.

Overview


A portion of the Fund is allocated to investments intended to provide broad diversification and a portion of the Fund is allocated to investments that seek to benefit from current opportunities in the global capital markets. A variety of asset classes are evaluated, and the Fund is rebalanced periodically throughout the year.*