All-in-One Portfolio Solutions
If you're looking for a diversified portfolio, our all-in-one mutual fund solutions can be a convenient place to start your search. Research single fund solutions or a diversified portfolio of many mutual funds, all with no loads and no transaction fees.
This tool allows you to simplify the asset allocation process and select a diversified portfolio of mutual funds or ETFs to help meet your needs.
Find out more about Personalized Portfolio Builder.
Find a retirement solution designed to keep your retirement investments properly allocated over your lifetime.
Find out more about Schwab Target Date Funds.
Combine passive investing, which can help you keep pace with the markets, and asset allocation to help manage risk.
Find out more about Schwab MarketTrack Portfolios.
Take the next step.
Open an account to get mutual funds that are right for you.
Open an Account or call 866-232-9890.
Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling Schwab at 800-435-4000. Please read the prospectus carefully before investing.
Investment value will fluctuate, and shares, when redeemed, may be worth more or less than their original cost.
The principal value of the Schwab Target Funds is not guaranteed at any time and will fluctuate up to and after the target dates. There is no guarantee the funds will provide adequate income at or through retirement.
Target Funds are subject to market volatility and risks associated with the underlying investments. Risks include exposure to international and emerging markets, small company and sector equity securities, and fixed income securities subject to changes in inflation, market valuations, liquidity, prepayments, and early redemption.
The funds are built for investors who expect to start gradual withdrawals of fund assets on the target date, to begin covering expenses in retirement. Target date fund asset allocations are subject to change over time in accordance with each fund's prospectus.
Schwab’s short-term redemption fee of $49.95 will be charged on redemption of funds purchased through Schwab’s Mutual Fund OneSource® service (and certain other funds with no transaction fees) and held for 90 days or less. Schwab reserves the right to exempt certain funds from this fee, including Schwab Funds®, which may charge a separate redemption fee, and funds that accommodate short-term trading.
Charles Schwab & Co., Inc., member SIPC, receives remuneration from fund companies participating in the Mutual Fund OneSource™ service for record keeping and shareholder services and other administrative services. Schwab also may receive remuneration from transaction fee fund companies for certain administrative services.
Trades in no-load mutual funds available through the Mutual Fund OneSource service (including Schwab Funds), as well as certain other funds, are available without transaction fees when placed through Schwab.com or our automated phone channels. For each of these trade orders placed through a broker, a $25 service charge applies. Schwab reserves the right to change the funds we make available without transaction fees and to reinstate fees on any funds.