
You choose a mutual fund portfolio solution. We do the rest.
Our portfolio solutions are automatically rebalanced, helping keep you on track and saving you time.
Combine the power of index investing and asset allocation with Schwab MarketTrack Portfolios®.
These four portfolios offer a choice of asset allocations with varying levels of potential risk.
Get a diversified retirement portfolio with Schwab Target Date Funds.
How it works
Target date funds are designed to help you avoid one of the most common investing pitfalls—failing to adjust your portfolio for your changing financial needs over time. With Schwab Target Date Funds, Schwab Asset Management reallocates the fund’s investments along what is called a "glide path," moving from more aggressive to more conservative as the target date approaches and beyond, helping to reduce risk and prepare you for retirement.

Generate income in retirement with Schwab Monthly Income Funds.
These three portfolios were created to coincide with your retirement income needs.
Please note: The Board of Trustees of the Schwab Monthly Income Funds recently approved changes to the Funds' names and investment strategies. These changes are scheduled to be effective on or about September 12, 2022. Learn more.
How it works
Utilizing a fund-of-funds strategy, the Schwab Monthly Income Funds are designed to deliver monthly income and the opportunity for growth. Investors choose the fund that matches their asset allocation needs and let CSIM portfolio managers do the rest.

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