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Schwab Institutional Large Cap Value Trust

Snapshot

As of

Total Assets:

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

Fact Sheets

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

Fact Sheet

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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) 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 Trust uses an actively managed sub-advised strategy that looks for companies which appear to be temporarily undervalued by the stock market. The Trust 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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