Equity Funds

No matter what type of investing approach you follow, we can help you find the right equity funds to diversify your portfolio. Our professionally managed Schwab Funds® and Laudus Funds® families offer a range of domestic and international equity funds.

More information

  • Schwab Index Equity Funds

    Find low-cost funds that track a specific index, including Fundamental Index® Funds with an innovative indexing approach.

    Find out more about market cap index funds and Fundamental Index Funds.

  • Actively Managed Funds

    Access funds that are actively managed by the Charles Schwab Investment Management (CSIM) Active Equity investment team or sub-advised by leading third-party investment managers.

    Find out more about actively managed funds.

Compare your equity index options

Charles Schwab Investment Management (CSIM) manages traditional cap-weighted index funds as well as Fundamental Index funds. Both types of index funds offer low turnover, low fees and expenses, and full market participation. There are a few key differences, though:

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Market Cap Index Methodology Fundamental Index Methodology
Index Construction
  • Weights companies in an index based on their market capitalization (the total market value of their stock).
  • Most major market indexes, such as the S&P 500, follow this approach.
 Weights companies in an index based on fundamental measures of company size, such as:

  • Adjusted sales 
  • Retained operating cash flow 
  • Dividends plus buybacks

This approach seeks to weight companies based on economic size, rather than how the market is currently valuing them.

Equity funds that meet your specific needs.

Whether you want a simple, all-in-one fund solution or a comprehensive domestic and international market strategy, we can help.

  • Schwab Funds. Access index funds with no minimums and competitive expenses as well as actively managed funds ranging from broad asset-class coverage to sector-specific exposure.
  • Laudus Funds. Access institutional-quality, actively managed funds that are sub-advised by leading outside managers.

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