Mutual Funds
Compare funds with comprehensive resources, from screeners to rigorously prescreened lists to expert guidance. Plus, access fund performance, holdings, Morningstar Rating™, and more.
Preview our expert guidance and tools.
Tools and Screeners
- Compare up to five funds at once.
- Screen thousands of funds by category, fees, ratings, and more.
- View Schwab experts’ lists of rigorously prescreened funds.
- Build a diversified portfolio with our all-in-one portfolio solutions, including the Schwab Mutual Fund Portfolio Builder™.
- Browse quality mutual funds managed by Schwab, one of the nation’s largest investment advisors.
- Schwab offers thousands of no-load, no-transaction-fee funds through our Mutual Fund OneSource® service.
In-Depth Quotes
- Morningstar Rating™, Morningstar Risk™, Morningstar Return™, and Morningstar Style™
- Fee and expense information
- Portfolio holdings details, including country, region, sector, and credit rating information
- Performance data and advanced charting
- Risk and tax metrics such as beta, alpha, mean, and standard deviation
View a mutual funds summary.
Research Providers and Sample Reports
Expert fund picks:
- Schwab Mutual Fund OneSource Select List®. Schwab experts’ top fund picks are updated quarterly. Find quality mutual funds with no loads or transaction fees.
- Schwab Income Mutual Fund Select List®. Search prescreened funds for growth and retirement income using a wide range of criteria.
Independent Research
- Morningstar three-, five-, and 10-year ratings.
- Research from third-party mutual fund companies using our OneSource Insights tool.
Take the next step.
Open an Account or call 866-877-0134.
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 and returns will fluctuate and shares, when redeemed, may be worth more or less than their original cost.
Charles Schwab & Co., Inc., member SIPC, receives remuneration from fund companies participating in the Mutual Fund OneSource® service for recordkeeping and shareholder services and other administrative services. Schwab also may receive remuneration from transaction fee fund companies for certain administrative services.
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. For each of these trade orders placed through a broker, a $25 service charge applies. Funds are also subject to management fees and expenses.