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Actively Managed Funds

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Schwab actively managed funds offer a range of investment approaches so you can build a diversified portfolio that fits your needs and supports your goals.

  • Schwab Active Equity Funds.  We believe that there is merit in both quantitative and qualitative approaches, and have refined our active equity investment approach in an attempt to capitalize on both. Through a combination of quantitative signals and qualitative research, our goal is to build low-turnover portfolios that can generate consistent long-term returns.
  • Laudus Funds®.  Laudus Funds offer investors access to some of the world's leading investment managers. With a rigorous manager selection process and ongoing oversight by Charles Schwab Investment Management, Laudus Funds offer single and multi-manager strategies as a complement to other funds managed by Charles Schwab Investment Management.

To get an overview of Schwab's actively managed funds, including ratings, returns, and load information, view Schwab's actively managed funds list.

If you want more detailed information, you can find prospectuses, performance summaries, and holdings statements on Schwab's investor information page.

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Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can view, download, and print a prospectus by clicking Investor Information. Please read the prospectus carefully before investing.