Actively Managed Funds
Our actively managed funds offer a range of investment approaches so you can build a diversified portfolio that fits your needs and supports your goals.
When you invest in one of our actively managed funds, you get the advantage of Schwab’s industry expertise, as well as superior service and great value. Managed by Charles Schwab Investment Management, the funds represent a broad spectrum of investing options and fall into two categories:
- Schwab Active Equity Funds. These funds may be a part of the foundation of an investor’s portfolio and offer a series of investment strategies, ranging from broad asset class coverage to sector coverage.
- Laudus Funds®. These funds are managed by some of the world’s leading investment managers with oversight from Charles Schwab Investment Management.
To get an overview of our different actively managed funds, including ratings, returns, and load information, view our actively managed funds list.
If you want more detailed information, you can find prospectuses, performance summaries, and holdings statements on our investor information page.
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Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can view, download, and print a prospectus by clicking Investor Information. Please read the prospectus carefully before investing.
The Laudus Group® of Funds includes the Laudus Mondrian Funds and the Laudus Growth Investors Funds, which are part of the Laudus Trust and Laudus Institutional Trust and distributed by ALPS Distributors, Inc., and the Laudus MarketMasters Funds®, which are part of the Schwab Capital Trust and distributed by Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. and ALPS Distributors, Inc. are unaffiliated entities. Charles Schwab & Co., Inc. is the distributor for Schwab Funds®. Charles Schwab & Co., Inc. and Charles Schwab Investment Management, Inc. are affiliated entities of The Charles Schwab Corporation.