How to Search for Funds on

February 1, 2023 Beginner
Choosing investments doesn’t have to be overwhelming. Watch to learn how to use ETF and Mutual Fund Screeners to help find low-expense index funds.
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We can help you get started with ETFs.

What Happens If Your ETF Closes?

All is not lost if your ETF closes. Here's why it may happen and what to do if one of your funds shutters.

ETFs and Taxes: What You Need to Know

Different ETF structures have different tax implications. Be informed and avoid unpleasant surprises come tax time.

Liquid Alternatives: Getting the Mix Right

Liquid alternatives offer broader access to unconventional strategies, but may not provide the exact outcome investors expect.

Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling Schwab at 800-435-4000. Please read the prospectus carefully before investing.

Investment returns will fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF. Shares of ETFs are bought and sold at market price, which may be higher or lower than the net asset value (NAV).

Investing involves risks, including the loss of principal invested. Diversification strategies do not ensure a profit and do not protect against losses in declining markets.

This material is intended for informational purposes only and should not be considered a personalized recommendation or investment advice. Investors should review investment strategies for their own particular situations before making any investment decisions.

Past performance is no guarantee of future results.

Screener outputs depicting names, symbols, and price information are shown for illustrative purposes only, are dated, and are not updated. Such illustrations should not be construed as an offer to sell or a solicitation of an offer to buy any security.

Morningstar's fund categories identify a fund based on the underlying securities in its portfolio. Domestic stock funds are categorized by the manager's investment methodology and the size of the companies in which the fund invests. International stock funds are defined by region. Bond funds are classified by tax status and time period for the fund's maturity or duration. Categories are assigned based on the fund's portfolio statistics and composition over the past three years.