Choose Schwab OneSource®, a leader in no-load, no-transaction-fee mutual funds
Schwab offers thousands of no-load, no-transaction-fee funds through our Mutual Fund OneSource® program. Many more funds are offered with a load or transaction fee.
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No-load, no-transaction-fee funds available through Mutual Fund OneSource.
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Take advantage of low expenses on Schwab Equity Index Funds and $100 investment minimums for all Schwab equity and bond funds, as well as Schwab’s investment management expertise.
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 original cost.
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 fee) 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. For trade orders placed through a broker, a $25 service charge applies. Funds are also subject to management fees and expenses.
Trades in no-load mutual funds available through Mutual Funds 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. Funds are also subject to management fees and expenses.
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.
Mutual funds available for purchase through this website are intended only for U.S. residents.
The Laudus Group® of Funds includes the Laudus Rosenberg, Laudus Mondrian, and 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.
Schwab Equity Ratings is our proprietary methodology for identifying stocks that we believe will outperform or underperform the market over the next 12 months and are assigned to approximately 3,000 of the largest (by marketing capitalization) U.S. headquartered stocks using a scale of A, B, C, D and F. Schwab Equity Ratings and the general buy/hold/sell guidance are not personal recommendations for any particular investor and do not take into account the financial, investment or other objectives or needs of, and may not be suitable for, any particular investor or client.
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Call 866-877-0134, or e-mail us to discuss your options.