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Compounding can also cause a widening differential between the performances of a fund and its underlying index or benchmark, so that returns over periods longer than the stated reset period can differ in amount and direction from the target return of the same period. Schwab's Financial and Other Relationships with Mutual Funds Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges and expenses. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes.


What you need to know Except as noted below, all data provided by Morningstar, Inc. The information contained herein is the proprietary information of Morningstar, Inc.



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3 thoughts on “Bmoix”

  1. Schwab also may receive remuneration from transaction fee fund companies for certain administrative services.

    Past performance does not guarantee future performance.

    Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Morningstar Ratings do not take into account sales loads that may apply to certain third party funds..

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