All-in-One Portfolio Solutions

If you're looking for a diversified portfolio, our all-in-one mutual fund solutions can be a convenient place to start your search. Research single fund solutions or a diversified portfolio of many mutual funds, all with no loads and no transaction fees.

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  • Personalized Portfolio Builder

    This tool allows you to simplify the asset allocation process and select a diversified portfolio of mutual funds or ETFs to help meet your needs.

    Find out more about Personalized Portfolio Builder.

  • Schwab Target Date Funds

    Find a retirement solution designed to keep your retirement investments properly allocated over your lifetime.

    Find out more about Schwab Target Date Funds.

  • Schwab MarketTrack Portfolios®

    Combine passive investing, which can help you keep pace with the markets, and asset allocation to help manage risk.

    Find out more about Schwab MarketTrack Portfolios.

  • Schwab® Monthly Income Funds

    Get a single fund designed to provide monthly income with the potential for growth.

    Find out more about Schwab Monthly Income Funds.

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