January 30, 2015 9:16 AM ET

Capital Markets

Company Overview of Schwab Capital Trust: Schwab Monthly Income Fund - Moderate Payout

Company Overview

Schwab Capital Trust: Schwab Monthly Income Fund - Moderate Payout is an open-ended balanced fund of fund launched and managed by Charles Schwab Investment Management, Inc. The fund invests in funds which invest in the public equity and fixed income markets across the globe. It invests in funds investing in stocks of companies that operate across diversified sectors. The fund benchmarks the performance of its portfolio against S&P 500 Index, Barclays Capital U.S. Aggregate Bond Index, and a blended index that consist 40% S&P 500 Index and 60% Barclays Capital U.S. Aggregate Bond Index. Schwab Capital Trust: Schwab Monthly Income Fund - Moderate Payout was formed on March 28, 2008 and is domi...

211 Main Street

San Francisco, CA 94105

United States

Founded in 2008

Key Executives for Schwab Capital Trust: Schwab Monthly Income Fund - Moderate Payout

Chief Executive Officer and President
Age: 58
Principal Financial Officer and Treasurer
Chief Investment Officer of Equities & Fixed Income and Senior Vice President
Age: 51
Chief Legal Officer and Secretary
Age: 53
Compensation as of Fiscal Year 2014.

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To contact Schwab Capital Trust: Schwab Monthly Income Fund - Moderate Payout, please visit www.schwab.com/public/schwab/research_strategies/mutual_funds/summary/schwab/at_a_glance.html?cmsid=. Company data is provided by Capital IQ. Please use this form to report any data issues.

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