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High-quality mutual funds managed by Schwab

One of the largest mutual fund companies in the nation, Schwab Funds® offers over 50 no-load, no-transaction-fee funds to suit your investing needs. And with low-cost index funds, $100 minimums for all equity and bond funds, and one expense ratio for everybody investing in a fund regardless of investment amount, Schwab Funds make investing easy and affordable for everyone.

Add Schwab Funds to your portfolio and benefit from:


  • Quality funds targeting consistent performance
  • Seasoned portfolio managers
  • Disciplined and consistent investment process

Get funds with outstanding performance potential

View Schwab Funds with Morningstar’s 4- and 5-star ratings based on risk-adjusted returns.

Trust Schwab for a complete fund strategy:


  • Stock Funds—Invest in funds that leverage Schwab Equity Ratings® to help determine stocks that fund managers believe will exceed market expectations.
  • Equity Index Funds—Discover a cost-effective way to track major market indices—and some of the lowest-cost index funds you’ll find anywhere.
  • Fundamental Index Funds – These advanced portfolio management strategies utilize an innovative approach to capture the performance of the market.
  • Bond Funds—Select quality bond funds designed to deliver current income and a cushion against potential stock volatility.
  • Real Estate Funds—Diversify your portfolio with domestic and international real estate investments.
  • Money Funds—Review investment options for your cash assets. Choose from taxable and tax-advantaged funds.
  • Asset Allocation Funds—Get a diversified portfolio in a single investment.
 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 on Prospectuses & Reports. Please read the prospectus carefully before investing.

Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.

Trades in no-load mutual funds available through Mutual Funds OneSource service (including SchwabFunds) 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.

An investment in a money market fund is neither insured nor guaranteed by the FDIC or any other government agency. Although the fund seeks to preserve the value of your investment at $1 per share, it is possible to lose money by investing in the fund.

Distributor: Charles Schwab & Co., Inc. 101 Montgomery Street, San Francisco, CA 94104
(0509-8864)
Lower Schwab Funds®  
expenses
We’ve reduced expenses for Schwab Equity Index Funds, and now everyone pays the same low expense ratio in a fund, regardless of how much you invest. Learn more.
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Call 866-877-0134 to discuss your investing needs.
Schwab Funds News
Schwab Retirement Income Fund reorganized into the Schwab Monthly Income Fund- Enhanced Payout. See new prospectus.

Schwab Target Funds Reduce Expense Ratios

Schwab Funds Win Two 2009 Lipper Awards
Schwab Funds investor information
2008 Annual Distributions and Tax Information.
Special Money Funds Updates
Important announcement regarding U.S. Treasury Money Fund 
Schwab announces participation in Treasury’s Temporary Money Market Fund Guaranty
Program 
Money Funds Q&A 
Recent Holdings for Select Money Funds 
View Schwab Funds
 
Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value
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