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 Conservative risk label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
Interactive Advisors
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 |
Quantbase
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