Morningstar Magazine - June/July 2018 - 65
Don't stand for high costs and fee complexity.
Introducing three new low-cost market cap index funds.
With three new index mutual funds, we're expanding our lineup of straightforward, low-cost core
investment products. These funds have no investment minimums and an introductory 0% OER*
from now through June 30, 2018. Learn more about Schwab index mutual funds by visiting
schwabfunds.com/lowcost.
*0% OER-Management fees will be voluntarily waived through June 30, 2018. Beginning July 1, 2018, the
total annual operating expenses will be 0.04% for SWLVX and SWLGX and 0.05% for SWMCX.
Schwab® U.S.
Large-Cap
Value Index Fund
SWLVX
Schwab® U.S.
Large-Cap
Growth Index Fund
SWLGX
Schwab® U.S.
Mid-Cap
Index Fund
SWMCX
Investors should consider carefully information contained in the prospectus, or, if available, the summary
prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus
by visiting schwabfunds.com/prospectus. Please read the prospectuses carefully before investing.
Investment returns and principal value will fluctuate and are subject to market volatility, so that an investor's shares, when
redeemed or sold, may be worth more or less than their original cost.
Schwab is a registered trademark of Charles Schwab & Co., Inc.
Charles Schwab Investment Management, Inc. (CSIM), the investment advisor for Schwab Funds®, and Charles Schwab & Co., Inc.
(Schwab), Member SIPC, the distributor for Schwab Funds, are separate but affiliated companies and subsidiaries of The Charles
Schwab Corporation.
Charles Schwab Investment Management, Inc., 211 Main Street, San Francisco, CA 94105
©2018 Charles Schwab Investment Management, Inc. All rights reserved.
CC1565627 (0218-8WX3) ADP101305-00 (04/18) 00207768
http://www.schwabfunds.com/lowcost
http://www.schwabfunds.com/prospectus
Table of Contents for the Digital Edition of Morningstar Magazine - June/July 2018
Contents
Morningstar Magazine - June/July 2018 - Cover1
Morningstar Magazine - June/July 2018 - Cover2
Morningstar Magazine - June/July 2018 - 1
Morningstar Magazine - June/July 2018 - 2
Morningstar Magazine - June/July 2018 - Contents
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Morningstar Magazine - June/July 2018 - Cover3
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