Diversification made easier with mutual fund portfolio solutions
If you don’t have enough time to evaluate individual stocks, bonds, and mutual funds, we offer a range of turnkey portfolios that allow you to be invested quickly and easily. In just a few simple steps, you can access a professionally managed, broadly diversified portfolio—with no loads or transaction fees.
Index funds—
four funds, each with a unique risk profile
Cost-effective diversification and low investment minimums
Get started today
Select the Schwab Portfolio Solution that matches your needs. Or call us at 866-877-0134 and a diversified portfolio can be yours in a matter of a few minutes.
PLEASE READ THE IMPORTANT DISCLOSURES BELOW
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.
Charles Schwab & Co., Inc. (member SIPC) receives remuneration from fund companies in the Mutual Fund OneSource® service for recordkeeping and shareholder services, and other administrative services. Schwab and its affiliates also receive fees from the Schwab Affiliate Funds for investment advisory, administrative and transfer agency services, as well as shareholder and other fund services. The aggregate fees Schwab or its affiliates receive from Schwab Affiliate Funds (see fund prospectus for more details) is generally greater than the remuneration Schwab receives from fund companies participating in Schwab Mutual Fund OneSource service.
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 each of these trade orders placed through a broker, a $25 service charge applies. Funds are also subject to management fees and expenses.
Call us at 866-232-9890
Send us an email