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Schwab Institutional Core Plus Fixed Income Trust

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As of

Total Assets:

Unit Class I
Inception Date: --
Expense Ratio:

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

Fact Sheet
Objective: The Trust seeks total return.

Strategy: To pursue its investment objective, the Trust 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 Trust 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 Trust 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 Trust may contain allocations to high-yield corporate bonds and global and emerging market debt.

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