Schwab Managed Portfolios: Asset Allocation

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Schwab Managed Portfolios – Mutual Funds

With Schwab Managed Portfolios™ - Mutual Funds you'll discover a convenient yet sophisticated way to get the diversification you need. Each portfolio is managed for you by the investment professionals at Charles Schwab Investment Management, Inc (CSIM).

Compare Mutual Fund Portfolios

Asset allocation strategies we might recommend.

  • Conservative Income

    Mutual Fund Portfolio - Conservative Income chart
  • Conservative Income–Tax Aware

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  • Income with Growth

    Mutual Fund Portfolio - Income with Growth chart
  • Income with Growth–Tax Aware

    Mutual Fund Portfolio - Income with Growth - Tax Aware chart
  • Balanced

    Mutual Fund Portfolio - Balanced chart
  • Balanced–Tax Aware

    Mutual Fund Portfolio - Balanced - Tax Aware chart

Underlying weightings will adjust per market conditions, and actual account holdings may vary.

Asset allocation strategies we might recommend.

  • Balanced with Growth

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  • Balanced with Growth–Tax Aware

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  • Growth

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  • Growth–Tax Aware

    Mutual Fund Portfolio - Growth - Tax Aware chart
  • Aggressive Growth

    Mutual Fund Portfolio - Aggressive Growth chart
  • Aggressive Growth–Tax Aware

    Mutual Fund Portfolio - Aggressive Growth - Tax Aware chart

Underlying weightings will adjust per market conditions, and actual account holdings may vary.


Schwab Managed Portfolios – ETFs

Schwab Managed Portfolios™ – ETFs offer broadly diversified, professionally managed portfolios of ETFs designed to match your investment strategy and tolerance for risk. Each ETF portfolio is managed for you by the 'investment professionals at Charles Schwab Investment Advisory' to 'investment professionals at CSIM.

Compare ETF Portfolios

Asset allocation strategies we might recommend.

  • Conservative Income

    Mutual Fund Portfolio - Conservative Income chart
  • Income with Growth

    Mutual Fund Portfolio - Income with Growth chart
  • Balanced

    Mutual Fund Portfolio - Balanced chart
  • Balanced with Growth

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  • Growth

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  • Aggressive Growth

    Mutual Fund Portfolio - Aggressive Growth chart

Underlying weightings will adjust per market conditions, and actual account holdings may vary.


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