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Mutual Funds

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A mutual fund is an investment vehicle comprised of a pool of funds from many investors that buys stocks, bonds and other securities. When you purchase a mutual fund, you get exposure to all the investments in that fund. Mutual funds make it easy to build a diversified portfolio and get professional management, so you don’t have to research, buy, and track every security in the fund.

With thousands of mutual funds to invest in on the market, it can be difficult to find the right mutual funds for your portfolio. Schwab makes investing in mutual funds easier. We have the tools to research, compare and trade mutual funds all in one place.

Schwab market cap index mutual funds

The same low costs, whether you invest $5K or $5M.

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Browse and Compare Types of Funds at Charles Schwab

Schwab Funds

Browse a full lineup of low-cost core funds, including Schwab equity, fixed income and asset allocation funds.

Get low-cost funds that track the performance of a specific index with Schwab market cap index funds and Schwab Fundamental Index* Funds.

No-Load, No Transaction Fee Funds

Find and screen thousands of funds with no loads and no transaction fees through our Mutual Fund OneSource® service.

Find out more about no-load funds.

All-in-One Portfolio Solution

Find a range of diversified mutual fund solutions.

Explore all-in-one solutions.

Evaluate and compare funds easily.

Use our comprehensive research, including fund performance, holdings, and Morningstar Rating™. Screen and compare funds, review our experts’ top mutual funds picks for each quarter, and find portfolio solutions that are right for you.

Take the next step.

Open an account to get mutual funds that are right for you.

Open an Account or call 866-877-0134.

Schwab's Financial and Other Relationships with Mutual Funds

Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

Investment value will fluctuate, and shares, when redeemed, may be worth more or less than their original cost.