Schwab Managed Portfolios: Asset Allocation

Schwab Managed Portfolios—Mutual Funds

With Schwab Managed Portfolios™—Mutual Funds you'll discover a convenient yet sophisticated way to get the diversification you need. Each portfolio is managed for you by the investment professionals at Schwab Asset Management®.

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Asset allocation strategies we might recommend. 

Conservative Income

Conservative Income Chart: 3% U.S. Equity includes 3% U.S. Large Cap Equity; 2% Real Assets includes 2% Real Estate; 91% Fixed Income includes 14% Inflation Protected Bonds, 21% Short Term Bonds, 44% Core Bonds, 7% Aggressive Income, and 5% International Bonds; 4% Cash includes 4% Cash Investments.

Conservative Income—Tax Aware

Conservative Income—Tax Aware Chart: 3% U.S. Equity includes 3% U.S. Large Cap Equity; 2% Real Assets includes 2% Real Estate; 91% Fixed Income includes 21% Short Term Municipal Bonds and 70% U.S. Municipal Bonds; 4% Cash includes 4% Cash Investments.

Income with Growth

Income with Growth Chart: 14% U.S. Equity includes 12% U.S. Large Cap Equity and 2% U.S. Small Cap Equity; 8% International Equity includes 8% International Developed Markets Equity; 3% Real Assets includes 3% Real Estate; 71% Fixed Income includes 8% Inflation Protected Bonds, 18% Short Term Bonds, 35% Core Bonds, 5% Aggressive Income, and 5% International Bonds; 4% Cash includes 4% Cash Investments.

Income with Growth—Tax Aware

Income with Growth—Tax Aware Chart: 14% U.S. Equity includes 12% U.S. Large Cap Equity and 2% U.S. Small Cap Equity; 8% International Equity includes 8% International Developed Markets Equity; 3% Real Assets includes 3% Real Estate; 71% Fixed Income includes 16% Short Term Municipal Bonds and 55% U.S. Municipal Bonds; 4% Cash includes 4% Cash Investments.

Balanced

Balanced Chart: 26% U.S. Equity includes 21% U.S. Large Cap Equity and 5% U.S. Small Cap Equity; 17% International Equity includes 13% International Developed Markets Equity and 4% International Emerging Markets Equity; 4% Real Assets includes 4% Real Estate; 49% Fixed Income includes 2% Inflation Protected Bonds, 11% Short Term Bonds, 33% Core Bonds, and 3% International Bonds; 4% Cash includes 4% Cash Investments.

Balanced—Tax Aware

Balanced—Tax Aware Chart: 26% U.S. Equity includes 21% U.S. Large Cap Equity and 5% U.S. Small Cap Equity; 17% International Equity includes 13% International Developed Markets Equity and 4% International Emerging Markets Equity; 4% Real Assets includes 4% Real Estate; 49% Fixed Income includes 11% Short Term Bonds and 38% U.S. Municipal Bonds; 4% Cash includes 4% Cash Investments.

Balanced with Growth

Balanced with Growth Chart: 35% U.S. Equity includes 29% U.S. Large Cap Equity and 6% U.S. Small Cap Equity; 25% International Equity includes 20% International Developed Markets Equity and 5% International Emerging Markets Equity; 5% Real Assets includes 5% Real Estate; 31% Fixed Income includes 2% Inflation Protected Bonds, 2% Short Term Bonds, 25% Core Bonds, and 2% International Bonds; 4% Cash includes 4% Cash Investments.

Balanced with Growth—Tax Aware

Balanced with Growth—Tax Aware Chart: 35% U.S. Equity includes 29% U.S. Large Cap Equity and 6% U.S. Small Cap Equity; 25% International Equity includes 20% International Developed Markets Equity and 5% International Emerging Markets Equity; 5% Real Assets includes 5% Real Estate; 31% Fixed Income includes 31% U.S. Municipal Bonds; 4% Cash includes 4% Cash Investments.

Growth

Growth Chart: 44% U.S. Equity includes 36% U.S. Large Cap Equity and 8% U.S. Small Cap Equity; 32% International Equity includes 26% International Developed Markets Equity and 6% International Emerging Markets Equity; 6% Real Assets includes 6% Real Estate; 14% Fixed Income includes 2% Inflation Protected Bonds and 12% Core Bonds; 4% Cash includes 4% Cash Investments.

Growth—Tax Aware

Growth—Tax Aware Chart: 44% U.S. Equity includes 36% U.S. Large Cap Equity and 8% U.S. Small Cap Equity; 32% International Equity includes 26% International Developed Markets Equity and 6% International Emerging Markets Equity; 6% Real Assets includes 6% Real Estate; 14% Fixed Income includes 14% U.S. Municipal Bonds; 4% Cash includes 4% Cash Investments.

Aggressive Growth

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Aggressive Growth—Tax Aware

Aggressive Growth—Tax Aware Chart: 51% U.S. Equity includes 40% U.S. Large Cap Equity and 11% U.S. Small Cap Equity; 39% International Equity includes 31% International Developed Markets Equity and 8% International Emerging Markets Equity; 6% Real Assets includes 6% Real Estate; 4% Cash includes 4% Cash Investments.

Allocations are effective as of 4/1/2023. Underlying weightings will adjust per market conditions, and actual account holdings may vary.

Schwab Managed Portfolios—ETFs

Schwab Managed Portfolios™—ETFs offer broadly diversified, professionally managed portfolios of ETFs designed to match your investment strategy and tolerance for risk. Each ETF portfolio is managed for you by the investment professionals at Schwab Asset Management.

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Asset allocation strategies we might recommend. 

Conservative Income

Conservative Income Chart: 3% U.S. Equity includes 3% U.S. Large Cap Equity; 2% Real Assets includes 2% Real Estate; 91% Fixed Income includes 14% Inflation Protected Bonds, 21% Short Term Bonds, 44% Core Bonds, 7% Aggressive Income, and 5% International Bonds; 4% Cash includes 4% Cash Investments.

Income with Growth

Income with Growth Chart: 14% U.S. Equity includes 12% U.S. Large Cap Equity and 2% U.S. Small Cap Equity; 8% International Equity includes 8% International Developed Markets Equity; 3% Real Assets includes 3% Real Estate; 71% Fixed Income includes 8% Inflation Protected Bonds, 18% Short Term Bonds, 35% Core Bonds, 5% Aggressive Income, and 5% International Bonds; 4% Cash includes 4% Cash Investments.

Balanced

Balanced Chart: 26% U.S. Equity includes 21% U.S. Large Cap Equity and 5% U.S. Small Cap Equity; 17% International Equity includes 13% International Developed Markets Equity and 4% International Emerging Markets Equity; 4% Real Assets includes 4% Real Estate; 49% Fixed Income includes 2% Inflation Protected Bonds, 11% Short Term Bonds, 33% Core Bonds, and 3% International Bonds; 4% Cash includes 4% Cash Investments.

Balanced with Growth

Balanced with Growth Chart: 35% U.S. Equity includes 29% U.S. Large Cap Equity and 6% U.S. Small Cap Equity; 25% International Equity includes 20% International Developed Markets Equity and 5% International Emerging Markets Equity; 5% Real Assets includes 5% Real Estate; 31% Fixed Income includes 2% Inflation Protected Bonds, 2% Short Term Bonds, 25% Core Bonds, and 2% International Bonds; 4% Cash includes 4% Cash Investments.

Growth

Growth Chart: 44% U.S. Equity includes 36% U.S. Large Cap Equity and 8% U.S. Small Cap Equity; 32% International Equity includes 26% International Developed Markets Equity and 6% International Emerging Markets Equity; 6% Real Assets includes 6% Real Estate; 14% Fixed Income includes 2% Inflation Protected Bonds and 12% Core Bonds; 4% Cash includes 4% Cash Investments.

Aggressive Growth

Aggressive Growth Chart: 51% U.S. Equity includes 40% U.S. Large Cap Equity and 11% U.S. Small Cap Equity; 39% International Equity includes 31% International Developed Markets Equity and 8% International Emerging Markets Equity; 6% Real Assets includes 6% Real Estate; 4% Cash includes 4% Cash Investments.

Allocations are effective as of 4/1/2023. Underlying weightings will adjust per market conditions, and actual account holdings may vary.

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