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Pimix

07.07.20184

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Consequently, these funds may experience losses even in situations where the underlying index or benchmark has performed as hoped. 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.

Pimix


What you need to know Except as noted below, all data provided by Morningstar, Inc. 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.

Pimix

Pimix

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Comments (4)

  1. 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.

  2. Leveraged and Inverse Products: Past performance does not guarantee future performance.

  3. 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.

  4. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost. 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.

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