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Schwab Funds

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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.

Schwab market cap index mutual funds

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

Explore now

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.

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.

Take the next step.

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

Open an Account or call 866-232-9890.

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.

The values of target date funds will fluctuate up to and after the target dates. There is no guarantee the funds will provide adequate income at or through retirement.

The target date funds are built for investors who expect to start gradual withdrawals of fund assets on the target date, to begin covering expenses in retirement. The principal value of the funds is not guaranteed at any time, and will continue to fluctuate up to and after the target date.