Schwab Launches Its Family of Mutual Funds Onto Third-Party Mutual Fund Platforms

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SAN FRANCISCO, Oct. 12 /PRNewswire-FirstCall/ -- Based on growing demand among both individuals and investment advisors, Schwab Funds are now being made broadly available through other brokers and clearing houses outside of Schwab. Investors can now purchase Schwab Funds and Laudus MarketMasters Funds through platforms at Ameritrade, Fidelity, TD Waterhouse and Union Bank of California. Additional companies, such as Pershing and Fiserv Trust, are in the process of being added. In most cases, the investor share class of the funds will be offered on the fund companies' no-transaction-fee platforms. "The popularity and performance of Schwab's mutual funds have caught the interest of brokers and independent advisors who until now haven't been able to offer Schwab Funds to their clients," said Evelyn Dilsaver, president and chief executive officer of Charles Schwab Investment Management. "If you're not a Schwab client, these funds have been hidden gems despite their great story. This is an opportunity for us to showcase our funds and their unique management style among a broader pool of potential investors." With this move, an expanded number of U.S. investors will have access to a line-up of funds from Schwab and Laudus that includes eight of Schwab's actively-managed equity funds based on Schwab Equity Ratings; all ten of the company's fixed income funds, including the industry-recognized Schwab YieldPlus ultra-short bond fund (SWYPX/SWYSX), and the Laudus MarketMaster funds. The Laudus Rosenberg Funds, sub-advised by AXA Rosenberg, have long been available through a variety of distribution platforms. Managers of Schwab's actively-managed equity funds incorporate Schwab Equity Ratings(R) into their disciplined investment process when selecting stocks to buy and sell. Each of the funds with track records longer than one- year has outperformed its benchmark and category average since inception or since Schwab Equity Ratings became a component of the investment management process. For the one-year period ending September 30, 2005, four of the seven funds were in the top 10% for performance as reported by Morningstar. For the three-year period ending September 30, 2005, four of the company's five actively managed funds ranked among the top 20% of funds tracked by Morningstar. Schwab Funds now available outside the company include the Schwab Core Equity Fund (SWANX), Schwab Dividend Equity Fund (SXDIX/SWDSX), Schwab Hedged Equity Fund (SWHEX, SWHIX), Schwab Small-Cap Equity Fund (SWSIX/SWSCX), Schwab Health Care Fund (SWHFX), Schwab Financial Services Fund (SWFFX), Schwab Large-Cap Growth Fund (SWLNX, SWLSX) and Schwab Technology Fund (SWTFX). In addition, investors will be able to access all Schwab index and fixed-income funds, as well as the four multi-manager Laudus MarketMasters Funds: Laudus International MarketMasters (SWOIX/SWMIX), Laudus Balanced MarketMasters (SWOBX/SWMBX), Laudus Small-Cap MarketMasters (SWOSX/SWMSX) and Laudus U.S. MarketMasters (SWOGX/SWMGX). According to Dilsaver, "When buying a mutual fund, most investors make decisions based on performance and value -- two of the hallmarks of Schwab and Laudus Funds. Whether internally with Schwab clients or externally through our new distribution channels, I'm confident that we can compete on performance where it matters." See end of press release for regulation analyst certification and how to obtain important required disclosures. About Charles Schwab Investment Management Founded in 1991, Charles Schwab Investment Management, Inc. (CSIM), an affiliate of Charles Schwab & Co., Inc., is one of the nation's largest mutual fund companies with $140 billion under management as of August 31, 2005. It is among the country's largest money market fund managers and is the third-largest provider of retail index funds. In addition to managing Schwab proprietary funds, CSIM provides oversight for the institutional-style, sub-advised Laudus Fund family. CSIM currently manages 67 mutual funds including 23 actively managed funds. About Schwab Equity Ratings(R) Schwab Equity Ratings offer an objective and disciplined assessment of approximately 3,000 U.S. head-quartered stocks, more than any other major brokerage firm. Stocks are assigned grades of A, B, C, D, or F, reflecting performance potential over the next 12 months. Schwab's outlook is that "A"-rated stocks, on average, will strongly outperform, and "F"-rated stocks, on average, will strongly underperform. The ratings reflect each stock's evaluation across four broad categories: fundamentals, valuation, momentum, and risk. They are updated each week to reflect new financial data and other information. For more information on Schwab Equity Ratings, including performance details, how performance was calculated, comparison of performance to benchmarks and limitations of model performance, visit http://www.schwab.com/serperformance. About Charles Schwab The Charles Schwab Corporation (NYSE / Nasdaq: SCH), through its operating subsidiaries, provides securities brokerage and financial services to individual investors and the independent investment advisors who work with them. With over 7 million individual investor accounts and more than $1 trillion in client assets, The Charles Schwab Corporation is one of the nation's largest financial services firms. Its subsidiary Charles Schwab & Co., Inc. (member SIPC) provides a complete range of investment services and products, including an extensive selection of mutual funds; financial planning and investment advice; retirement plans; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent fee-based investment advisors. Its subsidiary Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. The corporation's other operating subsidiaries include U.S. Trust Corporation (member FDIC) and CyberTrader(R), Inc. (member SIPC). These companies' Web sites can be reached at http://www.schwab.com/, http://www.schwabbank.com/, http://www.ustrust.com/, and http://www.cybertrader.com/. (1005-9510) PAST PERFORMANCE DOES NOT INDICATE FUTURE RESULTS. THE INVESTMENT RETURN AND PRINCIPAL VALUE OF AN INVESTMENT WILL FLUCTUATE SO THAT AN INVESTOR'S SHARES, WHEN REDEEMED, MAY BE WORTH MORE OR LESS THAN THE ORIGINAL VALUE. INVESTORS SHOULD CONSIDER CAREFULLY INFORMATION CONTAINED IN THE PROSPECTUS INCLUDING INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES. YOU CAN REQUEST A PROSPECTUS BY CALLING SCHWAB AT 1-800-435-4000. PLEASE READ THE PROSPECTUS CAREFULLY BEFORE INVESTING. Important Disclosure Information: Trades in no-load funds available through Mutual Fund OneSource(R) service (including SchwabFunds), as well certain other funds are available without transaction fees when placed through schwab.com or through our automated phone channels. For each of these trade orders placed through a broker, a $25 service charge applies.Schwab's short-term redemption fee will be charged on redemptions of funds bought through Schwab's Mutual Fund OneSource(R) service with no transaction fees. If you pay a transaction fee to purchase a fund, you will pay a transaction fee when you sell it as well. Schwab reserves the right to change the funds we make available without transaction fees and to reinstate fees on any fund Charles Schwab & Co., Inc., member SIPC, receives remuneration from fund companies participating in the Mutual Fund OneSource(R) service for recordkeeping and shareholder services and other administrative services. Schwab also may receive remuneration from transaction fee fund companies for certain administrative services. Laudus Funds are managed by Charles Schwab Investment Management, Inc. The Laudus Group of Funds includes the Laudus Rosenberg Funds, which are part of the Laudus Trust and distributed by ALPS Distributor, Inc. and the Laudus MarketMasters Funds, which are part of the Schwab Capital Trust and distributed by Charles Schwab & Co., Inc. Charles Schwab Investment Management, Inc., is a subsidiary of The Charles Schwab Corporation. The Schwab Equity Ratings and stock lists or models are not personal recommendations for any particular investor and do not take into account the financial, investment or other objectives and may not be suitable for any particular investor. Before buying, investors should consider whether the investment is suitable for themselves and their portfolio. Additionally, investors should consider any recent market or company news. Stocks can be volatile and entail risk and individual stocks may not be suitable for an investor. Average As of 09/30/2005 Annual Return Inception Conversion Date Symbol Date Schwab Equity YTD Ratings Schwab Core Equity Fund SWANX 7/1/1996 6/1/2005 7.0% Benchmark: S&P 500 Index 2.8% Fund Category: Ranking: 142/1574 Morningstar Large-Cap Blend Return: 3.5% Schwab Dividend Equity 9/2/2003 9/2/2003 5.1% Fund - Investor Shares SWDIX Benchmark: S&P 500 Index 2.8% Fund Category: Ranking: 401/1131 Morningstar Large-Cap Blend Return: 4.0% Schwab Small-Cap Equity Fund - Investor Shares SWSIX 7/1/2003 7/1/2003 13.0% Benchmark: S&P 600 Index 7.3% Fund Category: Ranking: 26/491 Morningstar Small-Cap Blend Return: 5.5% Financial Services Fund SWFFX 7/3/2000 7/1/2003 5.9% Benchmark: S&P Financials Sector -1.2% Fund Category: Ranking: 10/120 Morningstar Specialty -Financial Return: -0.6% Health Care Fund SWHFX 7/3/2000 7/1/2003 15.2% Benchmark: S&P Health Care Sector 5.9% Fund Category: Ranking: 12/180 Morningstar Specialty -Health Return: 7.4% Technology Fund SWTFX 9/3/2002 9/3/2002 1.2% Benchmark: S&P Information Technology Sector 0.0% Fund Category: Ranking: 133/274 Morningstar Specialty -Technology Return: 1.4% Schwab Hedged Equity Fund-Select Shares SWHEX 9/3/2002 9/3/2002 7.7% Benchmark: S&P 500 Index 2.8% Fund Category: Ranking: 30/1030 Morningstar Moderate Allocation Return: 3.6% Schwab Premier Equity Fund - Investor Shares SWPNX 3/21/2005 3/21/2005 Benchmark: S&P 500 Index Fund Category: Ranking: Morningstar Large-Cap Blend Return: Average Annual Return Since Inception Since or Conversion 1-year 3-year 5-year Inception to Schwab Equity Ratings Schwab Core Equity Fund 19.4% 17.7% -0.7% 9.6% 8.4% Benchmark: S&P 500 Index 12.3% 16.7% -1.5% 8.5% 6.2% Fund Category: 87/1496 231/1227 328/931 46/414 111/1191 Morningstar Large-Cap Blend 13.2% 15.7% -1.2% 7.3% 5.5% Schwab Dividend Equity 13.8% 17.5% 17.5% Fund - Investor Shares Benchmark: S&P 500 Index 12.3% 11.9% 11.9% Fund Category: 519/1086 184/986 184/986 Morningstar Large-Cap 13.7% 14.0% 14.0% Schwab Small-Cap Equity Fund - Investor Shares 27.8% Benchmark: S&P 600 Index 21.2% Fund Category: 30/460 24/418 24/418 Morningstar Small-Cap Blend 19.2% 21.6% 21.6% Financial Services Fund 17.3% 20.7% 6.5% 10.0% 19.0% Benchmark: S&P Financials Sector 7.0% 15.9% 3.5% 7.6% 12.2% Fund Category: 13/120 17/103 37/77 40/74 13/105 Morningstar Specialty- Financial 9.4% 16.6% 7.4% 11.2% 13.8% Health Care Fund 32.7% 27.7% 7.5% 7.4% 30.2% Benchmark: S&P Health Care Sector 12.1% 10.3% 0.4% 0.6% 6.3% Fund Category: 4/178 12/157 14/96 22/95 2/167 Morningstar Specialty-Health 15.9% 16.4% -0.8% 1.4% 12.2% Technology Fund 16.6% 26.8% -11.5% 12.4% 18.2% Benchmark: S&P Information Technology Sector 13.6% 22.6% 13.6% 15.3% 11.7% Fund Category: 147/271 68/247 28/199 38/187 39/256 Morningstar Specialty- Technology 17.9% 24.7% -17.5% -17.2% 13.1% Schwab Hedged Equity Fund-Select Shares 18.8% 16.7% 14.4% 14.4% Benchmark: S&P 500 Index 12.3% 16.7% 12.0% 12.0% Fund Category: 17/977 49/694 19/695 19/695 Morningstar Moderate Allocation 10.8% 12.4% 9.9% 9.9% Schwab Premier Equity Fund -- Investor Shares 9.5% 9.5% Benchmark: S&P 500 Index 4.3% 4.3% Fund Category: 47/1600 47/1600 Morningstar Large-Cap Blend 5.2% 5.2% PAST PERFORMANCE DOES NOT INDICATE FUTURE RESULTS. THE INVESTMENT RETURN AND PRINCIPAL VALUE OF AN INVESTMENT WILL FLUCTUATE SO THAT AN INVESTOR'S SHARES, WHEN REDEEMED, MAY BE WORTH MORE OR LESS THAN THE ORIGINAL VALUE. VISIT SCHWAB.COM FOR MONTH-END PERFORMANCE INFORMATION. CURRENT PERFORMANCE MAY BE LOWER OR HIGHER RANKINGS REPRESENT THE RANKINGS COMPILED BY MORNINGSTAR INC. AS OF 9/30/2005. MORNINGSTAR RANKING / # OF FUNDS IN CATEGORY DISPLAYS THE FUND'S ACTUAL RANK WITHIN ITS MORNINGSTAR CATEGORY BASED ON AVERAGE ANNUAL TOTAL RETURN AND NUMBER OF FUNDS IN THAT CATEGORY. INVESTORS SHOULD CONSIDER CAREFULLY INFORMATION CONTAINED IN THE PROSPECTUS INCLUDING INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES. YOU CAN REQUEST A PROSPECTUS BY CALLING SCHWAB AT 1-800-435-4000. PLEASE READ THE PROSPECTUS CAREFULLY BEFORE INVESTING. DATASOURCE: Charles Schwab CONTACT: Sondra Harris of Charles Schwab, +1-415-636-3292, or Web site: http://www.schwab.com/

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