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 Fundamental U.S. Large Company Index Fund | SFLNX | Large Value | 17.84% | 17 | 0.250% | Low | No Load | $0 | ||
| Schwab Treasury Inflation Protected Securities Index Fund | SWRSX | Inflation-Protected Bond | −1.98% | 32 | 0.050% | Low | No Load | $0 | ||
| Schwab® International Core Equity Fund | SICNX | Foreign Large Blend | 11.11% | 42 | 0.860% | Average | No Load | $0 | ||
| Schwab Target 2040 Index Fund | SWYGX | Target-Date 2040 | 9.98% | 33 | 0.080% | Low | No Load | $0 | ||
| Schwab Target 2065 Index Fund | SWYOX | Target-Date 2065 | 13.34% | 16 | 0.080% | Low | No Load | $0 | ||
| Schwab Fundamental International Equity Index Fund | SFNNX | Foreign Large Value | 19.29% | 11 | 0.250% | Low | No Load | $0 | ||
| Schwab Fundamental Emerging Markets Equity Index Fund | SFENX | Diversified Emerging Mkts | 16.67% | 77 | 0.390% | Low | No Load | $0 | ||
| Schwab MarketTrack All Equity Portfolio™ | SWEGX | Global Aggressive Allocation | 13.01% | 30 | 0.510% | Below Average | No Load | $0 | ||
| Schwab MarketTrack Growth Portfolio™ | SWHGX | Global Moderately Aggressive Allocation | 9.95% | 45 | 0.490% | Below Average | No Load | $0 | ||
| Schwab Target 2030 Index Fund | SWYEX | Target-Date 2030 | 6.70% | 30 | 0.080% | Low | No Load | $0 | ||
| Schwab Large-Cap Growth Fund™ | SWLSX | Large Growth | 13.34% | 32 | 0.990% | Above Average | No Load | $0 | ||
| Schwab Small-Cap Equity Fund™ | SWSCX | Small Blend | 21.53% | 11 | 1.090% | Average | No Load | $0 | ||
| Schwab Target 2045 Index Fund | SWYHX | Target-Date 2045 | 11.19% | 35 | 0.080% | Low | No Load | $0 | ||
| Schwab Target 2050 Index Fund | SWYMX | Target-Date 2050 | 12.12% | 52 | 0.080% | Low | No Load | $0 | ||
| Schwab 1000 Index® Fund | SNXFX | Large Blend | 13.81% | 29 | 0.050% | Low | No Load | $0 | ||
| Schwab ® U.S. Large-Cap Growth Index Fund | SWLGX | Large Growth | 7.82% | 69 | 0.035% | Low | No Load | $0 | ||
| Schwab Target 2035 Index Fund | SWYFX | Target-Date 2035 | 8.52% | 20 | 0.080% | Low | No Load | $0 | ||
| Schwab Target 2055 Index Fund | SWYJX | Target-Date 2055 | 12.65% | 36 | 0.080% | Low | No Load | $0 | ||
| Schwab Target 2060 Index Fund | SWYNX | Target-Date 2060 | 13.03% | 25 | 0.080% | Low | No Load | $0 | ||
| Schwab® S&P 500 Index Fund | SWPPX | Large Blend | 13.74% | 33 | 0.020% | Low | No Load | $0 | ||
| Schwab Target 2015 Index Fund | SWYBX | Target-Date 2015 | 3.85% | 40 | 0.080% | Low | No Load | $0 | ||
| Schwab U.S. Aggregate Bond Index Fund | SWAGX | Intermediate Core Bond | −2.77% | 27 | 0.040% | Low | No Load | $0 | ||
| Schwab Fundamental U.S. Small Company Index Fund | SFSNX | Small Blend | 14.06% | 56 | 0.250% | Low | No Load | $0 | ||
| Schwab Target 2010 Index Fund | SWYAX | Target-Date 2000-2010 | 3.12% | 72 | 0.080% | Low | No Load | $0 | ||
| Schwab Dividend Equity Fund™ | SWDSX | Large Value | 8.06% | 80 | 0.890% | Above Average | 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