Schwab Funds
With a straightforward lineup of core products and solutions for building the foundation of a portfolio, Charles Schwab Investment Management advocates for investors of all sizes with a steadfast focus on lowering costs and reducing unnecessary complexity.
Broad range of choices and exceptional value.
Whether you want the simplicity and convenience of an all-in-one fund solution, or prefer to build and manage your own portfolio, we can help. With more than 50 funds, you can choose from a wide selection of equity, bond and asset allocation funds designed to help you create the foundation of your portfolio.
- Funds seek to manage risk and deliver consistent performance over the long term.
- Fund expenses are competitive, with index mutual fund expenses starting as low as 0.03% with no investment minimum.1
- All funds have no loads and no transaction fees when traded at Schwab.
About the funds
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Equity Funds
Low cost equity index mutual funds and actively managed funds in a wide range of investing styles and asset categories.
Find out which equity funds work for you.
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Bond Funds
Taxable and tax-free bond funds offer investors looking for diversification and income a wide range of choices across fixed income sectors and maturity levels.
Find out which bond funds work for you.
Asset Allocation Funds
Asset allocation funds are designed to be a convenient, easy to use all-in-one portfolio solution, or use them to help further diversify your portfolio across asset categories. Explore our asset allocation solutions to see if these are a good choice for you.
- Schwab Target Funds. Professionally managed mutual funds that automatically adjust the asset allocation according to your approximate retirement date.
- Schwab MarketTrack Portfolios®. Four portfolio options combine Fundamental Index® and market cap index strategies with asset allocations based on your risk tolerance and goals.
- Schwab® Monthly Income Funds. Choose from three diversified funds, based on your desired level of monthly income and long-term growth potential.
Contact
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Take the next step.
Open an account to get mutual funds that are right for you.
or call 866-232-9890.
View investor information.