Schwab International Fundamental Index Mutual Fund Receives Best-in-Class Refinitiv Lipper Fund Award
SFNNX was named best-in-class among 43 international multi-cap value funds for the five-year ranking period ending
“We are incredibly pleased that Lipper has recognized the performance of our
As the first asset manager to launch Fundamental Index mutual funds, CSIM has been a leader in this space for more than a decade.
For more than 30 years and in over 17 countries worldwide, the highly-respected Refinitiv Lipper Awards have honored funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers and focus the investment world on top-funds. The merit of the winners is based on entirely objective, quantitative criteria. This coupled with the unmatched depth of fund data, results in a unique level of prestige and ensures the award has lasting value. Renowned fund data and proprietary methodology is the foundation of this prestigious award qualification, recognizing excellence in fund management. Find out more at www.lipperfundawards.com.
Refinitiv is one of the world’s largest providers of financial markets data and infrastructure, serving over 40,000 institutions in approximately 190 countries. It provides leading data and insights, trading platforms and open data and technology platforms that connect a thriving global financial markets community – driving performance in trading, investment, wealth management, regulatory compliance, market data management, enterprise risk and fighting financial crime.
About Charles Schwab
At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity.
Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can view and download a prospectus by visiting schwabfunds.com/prospectus. Please read the prospectus carefully before investing.
Past performance cannot guarantee future results.
Investment value will fluctuate, and shares, when sold or redeemed, may be worth more or less than their original cost.
* Fundamental Index is a registered trademark of
Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. As a result, you should not make an investment decision on the basis of this information. Rather, you should use the Lipper ratings for informational purposes only. Lipper is not responsible for the accuracy, reliability or completeness of the information that you obtain from Lipper. In addition, Lipper will not be liable for any loss or damage resulting from information obtained from Lipper or any of its affiliates.
Distinction does not imply a guarantee of future results. Distinction does not necessarily imply that the fund had the best performance within its category. There are numerous Lipper Leaders in every category.
Diversification strategies do not ensure a profit and do not protect against losses in declining markets.
International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate these risks.
Lipper at Refinitiv is a nationally recognized organization that ranks the performance of mutual funds within a universe of funds that have similar investment objectives. The fund award rankings are historical and are based on risk-adjusted total return with capital gains and dividends reinvested.