December 19, 2014 4:25 PM ET

Capital Markets

Company Overview of Schwab Capital Trust - Schwab Balanced Fund

Company Overview

Schwab Capital Trust - Schwab Balanced Fund is an open-ended balanced fund of funds launched and managed by Charles Schwab Investment Management, Inc. The fund invests in funds that invest in the public equity and fixed income markets of the United States. It invests in funds that invest in stocks of companies operating across diversified sectors. The fund typically invests in large-cap and small-cap stock funds. It benchmarks the performance of its portfolio against a composite benchmark comprising of 60% S&P 500 Index and 40% Lehman Brothers U.S. Aggregate Bond Index. The fund was formerly known as Schwab Capital Trust - Schwab Viewpoints Fund. Schwab Capital Trust - Schwab Balanced Fund w...

211 Main Street

San Francisco, CA 94105

United States

Founded in 1996

Key Executives for Schwab Capital Trust - Schwab Balanced Fund

Chief Executive Officer and President
Age: 58
Principal Financial Officer and Treasurer
Chief Investment Officer of Fixed Income and Senior Vice President
Age: 55
Chief Legal Officer and Secretary
Age: 53
Chief Compliance Officer
Age: 54
Compensation as of Fiscal Year 2014.

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To contact Schwab Capital Trust - Schwab Balanced Fund, please visit www.schwab.com/public/schwab/investment_products/mutual_funds/portfolio_solutions/balanced_fund?cmsi. Company data is provided by Capital IQ. Please use this form to report any data issues.

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