Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Charles Schwab Mutual Funds
View all of Charles Schwab’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Charles Schwab Mutual Funds List
1 to 25 of 81 Results
Name | Ticker | Morningstar Category | Morningstar Rating for Funds Overall | Portfolio ESG Risk Rating | Total Return YTD | Total Return Rank in Category (Day-End) YTD, Day-End | Adjusted Expense Ratio | Fee Level Distribution | Share Class Type | Minimum Initial Investment |
|---|---|---|---|---|---|---|---|---|---|---|
| Schwab MarketTrack All Equity Portfolio™ | SWEGX | Global Aggressive Allocation | 11.56% | 17 | 0.510% | Below Average | No Load | $0 | ||
| Schwab Small-Cap Equity Fund™ | SWSCX | Small Blend | 21.24% | 10 | 1.090% | Average | No Load | $0 | ||
| Schwab Fundamental U.S. Large Company Index Fund | SFLNX | Large Value | 22.29% | 20 | 0.250% | Low | No Load | $0 | ||
| Schwab® International Core Equity Fund | SICNX | Foreign Large Blend | 9.14% | 70 | 0.860% | Average | No Load | $0 | ||
| Schwab Target 2040 Index Fund | SWYGX | Target-Date 2040 | 9.14% | 17 | 0.080% | Low | No Load | $0 | ||
| Schwab Treasury Inflation Protected Securities Index Fund | SWRSX | Inflation-Protected Bond | −1.18% | 30 | 0.050% | Low | No Load | $0 | ||
| Schwab Target 2065 Index Fund | SWYOX | Target-Date 2065 | 11.70% | 6 | 0.080% | Low | No Load | $0 | ||
| Schwab Fundamental Emerging Markets Equity Index Fund | SFENX | Diversified Emerging Markets | 11.82% | 53 | 0.390% | Low | No Load | $0 | ||
| Schwab Target 2030 Index Fund | SWYEX | Target-Date 2030 | 6.47% | 10 | 0.080% | Low | No Load | $0 | ||
| Schwab Fundamental International Equity Index Fund | SFNNX | Foreign Large Value | 19.01% | 12 | 0.250% | Low | No Load | $0 | ||
| Schwab MarketTrack Growth Portfolio™ | SWHGX | Global Moderately Aggressive Allocation | 9.24% | 37 | 0.490% | Below Average | No Load | $0 | ||
| Schwab ® U.S. Large-Cap Growth Index Fund | SWLGX | Large Growth | −1.37% | 80 | 0.035% | Low | No Load | $0 | ||
| Schwab 1000 Index® Fund | SNXFX | Large Blend | 11.89% | 37 | 0.050% | Low | No Load | $0 | ||
| Schwab Target 2045 Index Fund | SWYHX | Target-Date 2045 | 10.06% | 14 | 0.080% | Low | No Load | $0 | ||
| Schwab Target 2050 Index Fund | SWYMX | Target-Date 2050 | 10.79% | 27 | 0.080% | Low | No Load | $0 | ||
| Schwab Target 2015 Index Fund | SWYBX | Target-Date 2015 | 4.15% | 30 | 0.080% | Low | No Load | $0 | ||
| Schwab Target 2060 Index Fund | SWYNX | Target-Date 2060 | 11.43% | 17 | 0.080% | Low | No Load | $0 | ||
| Schwab Target 2055 Index Fund | SWYJX | Target-Date 2055 | 11.16% | 17 | 0.080% | Low | No Load | $0 | ||
| Schwab® S&P 500 Index Fund | SWPPX | Large Blend | 11.92% | 36 | 0.020% | Low | No Load | $0 | ||
| Schwab Target 2035 Index Fund | SWYFX | Target-Date 2035 | 7.94% | 9 | 0.080% | Low | No Load | $0 | ||
| Schwab Fundamental U.S. Small Company Index Fund | SFSNX | Small Blend | 15.65% | 49 | 0.250% | Low | No Load | $0 | ||
| Schwab Dividend Equity Fund™ | SWDSX | Large Value | 14.61% | 76 | 0.890% | Above Average | No Load | $0 | ||
| Schwab U.S. Aggregate Bond Index Fund | SWAGX | Intermediate Core Bond | −1.40% | 31 | 0.040% | Low | No Load | $0 | ||
| Schwab Target 2015 Fund | SWGRX | Target-Date 2015 | 3.28% | 84 | 0.270% | Low | No Load | $0 | ||
| Schwab Target 2020 Index Fund | SWYLX | Target-Date 2020 | 4.61% | 29 | 0.080% | Low | No Load | $0 |
Charles Schwab Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States