Mutual Fund Ratings: Money Market Funds, Index Funds, and Asset Allocation: Charles Schwab

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)

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