Featured White Papers from Charles Schwab

For more than 25 years, Charles Schwab Investment Management has been driven by a single goal: give investors what they want and need—without confusion. We offer clear and focused objectives, a commitment to transparency, and a consistent approach to investing. Our mission is to provide investment professionals and their clients with quality and value in an ever-changing market and industry.

A Decade of Results: The Past, Present, and Future of Schwab Fundamental Index Funds

October 20, 2017

It’s been 10 years since Charles Schwab Investment Management, Inc. first launched the Schwab Fundamental Index Funds. Fundamental Index strategies were among the first to hit the market within the strategic beta universe.

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