| 22.21 Net Asset Value | +0.59% 1 Day | +11.95% Year-to-Date | Overall Morningstar Rating |
| Foreign large growth Style or Category | No Load Sales Expenses | 1.62% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +7.71% | 3 years | +13.89% | |
| 3 months | +6.88% | 5 years | +2.56% | |
| 1 year | +34.53% | Since inception | +9.21% |
| SWOIX | Category | |
|---|---|---|
| Performance 5-yr return | +2.56% | +0.50% |
| Expense ratio | 1.62% | 1.42% |
| Risk 5 year sharpe ratio | 0.24 | 0.11 |
| Net assets | $1.9B | $1.9B |
| Average market cap | $8.8B | $26.6B |
| Average P/E | 15.1 | 16.8 |
| Portfolio turnover | 68% | 68% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Schwab Funds |
| Fund manager & tenure | Ormala Krishnan / 9 Years |
| Minimal initial investment | $100.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 26.06% |
| Consumer goods | 17.49% |
| Financial service | 12.48% |
| Business service | 12.29% |
| Energy | 9.56% |
| -- Ssc Goverment Mm Gvxx | 1.44% |
| -- BNP Paribas | 1.17% |
| -- Croda International PLC | 0.97% |
| -- Credit Suisse Group | 0.92% |
| -- Rotork PLC | 0.89% |
| -- Symrise AG | 0.87% |
| -- Nestle SA | 0.78% |
| -- Toyota Motor Corp | 0.77% |
| -- Daiwa Securities Co., Ltd. | 0.76% |
| -- Canon, Inc. | 0.74% |
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