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Investment Help

Mutual Funds Research


Research mutual funds with comprehensive resources including screeners and rigorously prescreened lists from our experts Plus, access fund performance, holdings, Morningstar Rating™, and more.

Preview our expert guidance and tools.

A preview of Schwab’s mutual fund research.

Tools and Screeners

Example of an in-depth mutual funds quote

In-Depth Quotes

  • Morningstar Rating™, Morningstar Risk™, Morningstar Return™, and Morningstar Style™
  • Fee and expense information
  • Portfolio holdings details, including country, region, sector, and credit rating information
  • Performance data and advanced charting
  • Risk and tax metrics such as beta, alpha, mean, and standard deviation

View a mutual funds summary.

Example of a mutual fund research report

Research Providers and Sample Reports

Expert fund picks:

Independent Research

  • Morningstar three-, five-, and 10-year ratings.

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 Schwab at 800-435-4000. Please read the prospectus carefully before investing.

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