Mutual Funds

Learn about mutual funds and how they differ from other investments such as ETFs. Or explore other investing topics:

How to Search for Funds on Schwab.com

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.

How to Buy Funds on Schwab.com

Before building your first investing portfolio, learn how to buy funds and calculate how much to invest.

Seven Principles of Investing

Investing doesn't have to be intimidating. Watch to learn seven investing principles for building a long-term portfolio.

6 Things to Know About How Mutual Funds Work

How do mutual funds work? Learn about the tax on mutual funds, mutual fund prices, and how mutual funds make money.

Are Mutual Funds a Good Investment?

Mutual funds may be a good investment for anyone looking for diversification in their portfolios. Learn whether mutual funds can be the right investment for you.

How Index Funds Could Beat Hedge Funds over Time

Warren Buffett bet $1,000,000 that an index fund would perform better than hedge funds. See how an S&P 500® index fund stacked up against a hedge fund manager's selections.

What is a Mutual Fund?

What is a mutual fund? A mutual fund is a professionally managed fund that lets you pool your money with other investors to purchase a collection of securities. Learn more about mutual funds and their benefits.

How Can You Invest Your Values?

How can you customize your portfolio in ways that align with your own personal values? ESG investing might help you achieve your goals beyond just risk and return.

ETF vs. Mutual Fund: It Depends on Your Strategy

Support your strategy and portfolio by knowing when to invest in exchange-traded funds (ETFs), index funds, and actively managed mutual funds.

When Should You Sell? Part 2: Mutual Funds and ETFs

The decision of when to sell a mutual fund or ETF can be complex. What should you keep in mind before you sell?