Form ADV brochure · investment strategy
by Charles Schwab & Co. · via Form ADV brochure
Risk tolerance level offered in a taxable-bond-fund and a municipal-bond-fund version (8 Standard Models total).
Description from Form ADV brochure
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
This strategy doesn’t publish a performance history we can chart.
Each rule is quoted word for word from the strategy's own documents.
“Four asset groups: domestic equity, international equity, bond funds, cash investments”
No published holdings for this strategy.
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
No holdings on file, so nothing to test.
Strategies that share its Multi-asset label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
Composer Technologies · Composer
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
8 missing
The text the rules are quoted from, with where it came from.
Four asset groups: domestic equity, international equity, bond funds, cash investments
Same SMP-MF schedules (0.20%-0.90% post-2013; 0.25%-0.50% pre-2013/ERISA)
Mutual funds; Blend Standard Models (Schwab Funds + third-party, target 25%-50% Schwab Funds) and Third-Party Standard Models (third-party MFs only)
Risk tolerance level offered in a taxable-bond-fund and a municipal-bond-fund version (8 Standard Models total).
Every value on file, each labelled with its calculation basis and as-of date.
| Minimum investment | $25k |
Composer Technologies · Composer
Composer Technologies · Composer
