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Investor Information

Want to know more about mutual funds managed by Schwab Asset Management? Find the information you need with prospectuses, reports, tax information, and proxy voting information for each fund.

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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 on the Prospectus link at the top of this page under "Fund Details". Please read the prospectus carefully before investing.

^ Effective September 12, 2022, the fund changed its name from Schwab Monthly Income Fund – Enhanced Payout to Schwab Monthly Income Fund – Flexible Payout.

^^ Effective September 12, 2022, the fund changed its name from Schwab Monthly Income Fund – Maximum Payout to Schwab Monthly Income Fund – Income Payout.

^^^ Effective September 12, 2022, the fund changed its name from Schwab Monthly Income Fund – Moderate Payout to Schwab Monthly Income Fund – Target Payout.

** Effective July 1, 2021, the fund changed its name from Schwab High Yield Municipal Bond Fund to Schwab Opportunistic Municipal Bond Fund.

†† Effective February 25, 2022, the fund changed its name from Laudus U.S. Large Cap Growth Fund to Schwab Select Large Cap Growth Fund.

††† Effective February 25, 2022, the fund changed its name from Laudus International MarketMasters Fund to Schwab International Opportunities Fund.

You could lose money by investing in the Schwab Money Funds. All Schwab Money Funds seek to preserve the value of your investment at $1.00 per share, but cannot guarantee they will do so. All Schwab Money Funds with the exception of Schwab Government Money Fund, Schwab Retirement Government Money Fund, Schwab U.S. Treasury Money Fund, Schwab Treasury Obligations Money Fund and Schwab Government Money Market Portfolio may impose a fee upon the sale of your shares if the Fund's board or its delegate determines that the fee is in the best interests of the Fund. An investment in the Schwab Money Funds is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Schwab Money Funds' sponsor has no legal obligation to provide financial support to the Funds, and you should not expect that the sponsor will provide financial support to the Funds at any time.

Schwab is a registered trademark of Charles Schwab & Co., Inc. Fundamental Index is a registered trademark of Research Affiliates LLC.

Schwab Asset Management is the dba name for Charles Schwab Investment Management, Inc, the investment advisor for Schwab Funds. Schwab Funds are distributed by Charles Schwab & Co., Inc. (Schwab) Member SIPC. Charles Schwab Investment Management, Inc. and Schwab are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.

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Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co. Inc. (Member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents, Charles Schwab Hong Kong clients, Charles Schwab U.K. clients.

© 2025 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. Unauthorized access is prohibited. Usage will be monitored.

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