Schwab Institutional Diversified International Trusts
Snapshot
Retirement
Inception Date: --
Expense Ratio:
Institutional
Inception Date: 10/26/2010
Expense Ratio:
Fact Sheet
Inception Date: --
Expense Ratio:
Institutional
Inception Date: 10/26/2010
Expense Ratio:
Fact Sheet
Objective: The Trust seeks long-term capital appreciation.
Strategy: To pursue its investment objective, the Trust invests primarily in one or more sub-advised strategy(ies) composed of equity securities of companies located or operating primarily outside of the United States, including those in developed and emerging markets. The Trust uses strategy(ies) that look for value and/or growth companies across market capitalizations and asset classes.
Strategy: To pursue its investment objective, the Trust invests primarily in one or more sub-advised strategy(ies) composed of equity securities of companies located or operating primarily outside of the United States, including those in developed and emerging markets. The Trust uses strategy(ies) that look for value and/or growth companies across market capitalizations and asset classes.
| Sub-Advisor1 | Category | Policy Allocation %2 |
| TSW International Equity | Foreign Large Value | 39 |
| American Funds | Foreign Large Blend | 39 |
| Dimensional Fund Advisors (DFA) | Foreign Small/Mid Value | 11 |
| William Blair | Foreign Small/Mid Growth | 11 |
1. "Sub-advisors" includes non-discretionary sub-advised portfolios and investment in third party collective investment trusts, mutual funds and/or exchange traded funds.
2. Allocation percentages may not total 100% due to rounding.
Actual allocations may vary from policy allocations at any point in time.
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