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Morningstar

Charles Schwab

Charles Schwab Parent Rating

Above Average
Morningstar Manager Research

Charles Schwab Investments

Mutual Funds

See All Charles Schwab Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

190.92 Bil

Investment Flows (TTM)

8.24 Bil

Asset Growth Rate (TTM)

5.45%

# of Share Classes

61
Morningstar Rating # of Share Classes
3
13
34
11
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Schwab Fundamental US Large Company Idx4
Schwab ® US Large-Cap Growth Idx10
Schwab® S&P 500 Index18
Schwab MarketTrack All Equity16
Schwab Target 2030 Index20
View All 5-Star Standouts

Exchange-Traded Funds

See All Charles Schwab ETFs

Market

US ETFs

Total Net Assets

349.62 Bil

Investment Flows (TTM)

20.77 Bil

Asset Growth Rate (TTM)

7.08%

# of Share Classes

30
Morningstar Rating # of Share Classes
3
9
11
3
0
Not Rated 4
Name
Morningstar Rating Overall
5-Year Category Rank
Schwab Fundamental U.S. Large CompanyETF4
Schwab Fundamental U.S. Broad Market ETF5
Schwab US Large-Cap Growth ETF™6
Schwab US Dividend Equity ETF™14
Schwab Fundamental International Eq ETF20
View All 5-Star Standouts

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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