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Mutual Funds Managed by Schwab


Access an extensive selection of bond, equity, and asset allocation mutual funds advised by Charles Schwab Investment Management, Inc. (CSIM). Choose from Schwab Funds® and Laudus Funds®, which offer you institutional-quality management. All funds have no loads and no transaction fees.

Equity Funds

Find domestic and international stock funds in a wide range of investing styles and asset categories.
Find out more about equity funds.

Bond Funds

It’s easy to get the fixed income diversification you need with our professionally managed bond funds.
Find out more about bond funds.

Asset Allocation Funds

Asset allocation funds are designed to be a convenient, easy to use all-in-one portfolio solution, or use them to help further diversify your portfolio across asset categories. Explore our asset allocation solutions to see if these are a good choice for you.

  • Schwab Target Funds. Professionally managed mutual funds that automatically adjust the asset allocation according to your approximate retirement date.
  • Schwab MarketTrack Portfolios®. Four index-based portfolio options give you a choice of asset allocations based on your tolerance for risk.
  • Schwab® Monthly Income Funds. Choose from three diversified funds, based on your desired level of monthly income and long-term growth potential.

Quality choices and exceptional value.

Whether you want an all-in-one fund solution or a complex domestic and international market strategy, we can help.

  • Fund expenses are competitive. Index fund expenses start as low as 0.09%.
  • CSIM is the lead investment advisor for all Schwab Funds.
  • CSIM is the lead investment advisor for Laudus Funds, which give you access to institutional-caliber, sub-advised funds.
  • Barron's ranks CSIM’s Mutual Funds among top ten in performance for 2011. Read article 

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, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 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.