// It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Membership Home Portfolio Stocks Bonds Funds ETFs CEFs ... Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. The index includes the 1,000 largest stocks in the American marketplace as measured by market cap. It generally gives the same weight to a given stock as the index does. document.getElementsByTagName('meta')['tp:PreferredRuntimes'].setAttribute("content", "flash,html5"); The information contained herein is the proprietary information of Morningstar, Inc., and may not be copied or redistributed for any purpose and may only be used for noncommercial, personal purposes. Data is a real-time snapshot *Data is delayed at least 15 minutes. (function(){ Find out about our industry leading research providers. We have some new features we think you'll like. d.setTime(d.getTime() + 60 * 60 * 24 * 30 * 1000); The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. Please read the prospectus carefully before investing. Inverse mutual funds typically use derivatives to attempt to move in the opposite direction of the underlying index by a certain multiple each day or month. 'pubdate' : '1471967642' , Find out more about how we use your information in our Privacy Policy and Cookie Policy. 'is_content' : '0' , Please read the fund prospectus for details on limits or expiration dates for any such waivers. mps._adsheld = []; var foresee_enabled = 1 To find out more about trading these funds, please read: Leveraged and Inverse Products: What you need to know. The information contained herein is not represented or warranted to be accurate, correct, complete, or timely. 'id' : '101' , mps._queue.gptloaded.push(function() { The Fund's goal is to track the total return of the entire U.S. stock market, as measured by the Dow Jones U.S. Total Stock Market Index℠. Individual holdings are shown for informational purposes only and are not considered an offer to sell or a solicitation of an offer to buy a specific security. A convenient, low-cost way to capture the performance of the entire U.S. stock market, Provides broad diversification across market capitalizations, sectors and industries, Can serve as part of the foundation of a diversified portfolio. 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'template' : 'quote_custom_redesign' , 'adunits' : 'Flex Ad First|Quote Desktop Badge 1|Quote Desktop Badge 2|Quote Desktop Badge 3|Quote Desktop Badge 4|Quote Desktop Badge 5|Quote Desktop News Strip|Top Banner' , To enable Verizon Media and our partners to process your personal data select 'I agree', or select 'Manage settings' for more information and to manage your choices. If the inception date of the Fund is less than the time period shown above, the Since Inception period is shown. return false; } else { Performance charts for Schwab Total Stock Market Index Fund (SWTSX) including intraday, historical and comparison charts, technical analysis and trend lines. Touch device users, explore by touch or with swipe gestures. mps._queue.mpsloaded.push(function(){ mps.__intcode = "v2"; View our mutual fund quotes and sample our research offering. Past performance is no guarantee of future results. }; Values-based investing, which is an investment approach that excludes certain sectors or types of companies, such as tobacco, firearms, or fossil fuels companies. Leveraged mutual funds seek to provide a multiple of the investment returns of a given index or benchmark on a daily or monthly basis. if (mps._urlContainsEmail()) { 'content_id' : '101' , return _regex.test(_qs); } Trades in no-load mutual funds available through Mutual Funds OneSource service (including SchwabFunds) as well as certain other funds, are available without transaction fees. 0.12% of $10K is $12. Schwab also may receive remuneration from transaction fee fund companies for certain administrative services. To set your timezone use the location button below, or scroll through the following list... Press this button to generate a shareable image: Got a confidential news tip? The ratings reflect historical risk-adjusted performance, and the overall rating is derived from a weighted average of the fund's 3-, 5- and 10-year (Morningstar Rating) metrics. They have the propensity to be more volatile and are inherently riskier than their non-leveraged counterparts. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Market data for Daily Fund (NAVs) and charts provided by Markit on Demand. The fund will specify a date by which shareholders must accept the repurchase offer. (0911-5805, 1211-8321, 1212-8205, 0614-4207, 0215-0861, 0315-2007, 0917-7498, 0618-84HV, 0320-0WAK). }); Examples include financing loans to low-income homebuyers, funding projects to reduce air pollution at factories, and buying stock in a company in an effort to put positive shareholder initiatives on proxy ballots. It assumes reinvestment of dividends and capital gains, and does not reflect sales loads, redemption fees or the effects of taxes on any capital gains and/or distributions. mps.insertAd("#" + slotid, adunit) document.getElementsByTagName('script')[0], }, mpsopts = { f.parentNode.insertBefore(e, f); (function() { 'site' : 'cnbc.com-relaunch' , Yahoo is part of Verizon Media. Large-blend funds have portfolios that are fairly representative of the overall stock market in size, growth rates, and price. var slotid = "mps-getad-" + adunit.replace(/\W/g, ""); The actual repurchase will occur at a later, specified date. Inverse mutual funds seek to provide the opposite of the investment returns, also daily or monthly, of a given index or benchmark, either in whole or by multiples. var setAdblockerCookie = function(adblocker) { if (typeof(window._mpspixZ) != 'string') { head = document.head || document.getElementsByTagName("head")[0], mpsload = document.createElement("script"); for (var i in mps.response.dart.adunits) { mps._adsheld.push(adunit) (l[h]("DOMContentLoaded",i,!1),p[h]("load",r,!1)):(l[m]("onreadystatechange",o),p[m]("onload",r)),c("mark",["firstbyte",s],null,"api");var E=0,O=t(23)},{}]},{},["loader",2,15,5,3,4]); 'type' : 'quote' , 'hline' : 'quotes' , If an expense waiver was in place during the period, the net expense ratio was used to calculate fund performance. mps._queue.refreshads = mps._queue.refreshads || []; mps._ext = mps._ext || {}; Morningstar, Inc., has not granted consent for it to be considered or deemed an "expert" under the Securities Act of 1933. } Morningstar Ratings do not take into account sales loads that may apply to certain third party funds.." The Overall Morningstar Ratings are derived from a weighted average of the risk adjusted performance figures associated with a Fund's 3-, 5-, and 10-year (if applicable) Morningstar Rating™ metrics. script.setAttribute("onerror", "setAdblockerCookie(true);"); Find the latest Schwab Total Bond Market Fund (SWLBX) stock quote, history, news and other vital information to help you with your stock trading and investing. 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Morningstar, Inc., shall not be responsible for investment decisions, damages, or other losses resulting from use of the information. It is important to remember that these funds are generally designed for short-term use only, and are generally not intended to be buy-and-hold positions, because their returns over longer periods generally do not match the mutual fund’s multiple of the underlying index over those periods. Schwab reserves the right to change the funds we make available without transaction fees and to reinstate fees on any funds. ("undefined"!=typeof FormData&&t instanceof FormData))try{return JSON.stringify(t).length}catch(e){return}}}},{}],19:[function(t,e,n){var r=0,o=navigator.userAgent.match(/Firefox[\/\s](\d+\.\d+)/);o&&(r=+o[1]),e.exports=r},{}],20:[function(t,e,n){function r(t,e){if(!o)return!1;if(t!==o)return!1;if(!e)return!0;if(!i)return!1;for(var n=i.split("."),r=e.split(".

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