Investing basics: FAQs - Charles Schwab
When you buy a mutual fund, you buy a stake in everything the fund invests in and any income those investments generate. Mutual funds make it easy to build a ...
Indexes
The indexes used are S&P 500® index (large-cap equity), Russell 2000® Index (small-cap equity), MSCI EAFE Net of Taxes (international equity), Bloomberg Barclays U.S. Aggregate Bond Index (fixed income), and Citigroup 3-Month U.S. T-Bills (cash equivalents). The Moderate Allocation is 35% large-cap equity, 10% small-cap equity, 15% international equity, 35% fixed income, and 5% cash, using the indexes noted. Past performance is no guarantee of future results. The example is hypothetical and provided for illustrative purposes only. It is not intended to represent a specific investment product. Dividends and interest are assumed to have been reinvested, and the example does not reflect the effects of taxes or fees. <anchor>Indexes</anchor> are unmanaged, do not incur management fees, costs, and expenses, and cannot be invested in directly.
Index & Investment Term Definitions | Charles Schwab
Index & Investment Term Definitions \| Charles Schwab

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