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Investor Information

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Want to know more about mutual funds managed by Schwab? Find the information you need with prospectuses, reports, tax information, and proxy voting information for each fund.

A Schwab Funds® or Laudus Funds® prospectus gives you information about the fees and expenses, risks, investment strategy, and investment policies for a particular mutual fund, and can help you compare funds or decide whether a fund is right for you.

Learn about Schwab Funds distributionstax information, and distributions schedule.

Read a description of the Schwab Funds proxy voting procedures, Glass Lewis proxy guidelines or view our proxy voting record.




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Investors should consider carefully information contained in the prospectus, or, if available, the summary 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.

All Funds with the exception of Schwab Variable Share Price Money Fund: You could lose money by investing in a money market fund. All Schwab Money Funds seek to preserve the value of your investment at $1.00 per share, but cannot guarantee they will do so. All funds with the exception of Schwab Government Money Fund, Schwab U.S. Treasury Money Fund, Schwab Treasury Money Obligations Fund, Schwab Government Money Market Portfolio and Schwab Retirement Government Money Fund may impose a fee upon the sale of your shares or may temporarily suspend your ability to sell shares if the fund’s liquidity falls below required minimums because of market conditions or other factors. An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The money market fund's sponsor has no legal obligation to provide financial support to the fund, and you should not expect that the sponsor will provide financial support to the fund at any time.

Schwab Variable Share Price Money Fund: You could lose money by investing in a money market fund. Because the share price of the fund will fluctuate, when you sell your shares they may be worth more or less than what you originally paid for them. The fund may impose a fee upon the sale of your shares or may temporarily suspend your ability to sell shares if the fund’s liquidity falls below required minimums because of market conditions or other factors. An investment in the fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The fund’s sponsor has no legal obligation to provide financial support to the fund, and you should not expect that the sponsor will provide financial support to the fund at any time.