Schwab Mutual Funds
Charles Schwab is a leading brokerage and investment management firm that offers a comprehensive lineup of low-cost mutual funds. Schwab's funds are known for their competitive expense ratios and are available commission-free on Schwab's brokerage platform.
16 funds available
| Fund Name | Symbol | Category | Exp. Ratio | 1Y Return | 3Y Return | 5Y Return | AUM | Volatility |
|---|---|---|---|---|---|---|---|---|
| Schwab® S&P 500 Index Fund | SWPPX | Large Blend | 0.00% | +13.83% | +20.54% | +12.59% | $148.7K | 13.09% |
| Schwab Total Stock Market Index | SWTSX | Total Market | 0.00% | +13.72% | +20.20% | +11.66% | $45.2K | 13.39% |
| Schwab International Index Fund | SWISX | International Large Blend | 0.00% | +13.18% | +16.51% | +9.77% | $15.1K | 16.16% |
| Schwab U.S. Aggregate Bond Index Fund | SWAGX | Intermediate Core Bond | 0.00% | -3.12% | +3.03% | -0.72% | $8.3K | 4.07% |
| Schwab Small Cap Index | SWSSX | Small Cap Blend | 0.00% | +14.51% | +17.65% | +6.67% | $7.6K | 18.78% |
| Schwab Treasury Inflation Protected Securities Index Fund | SWRSX | Inflation-Protected Bond | 0.00% | -3.67% | +2.63% | -0.69% | $3.1K | 3.59% |
| Schwab Target 2030 Index Fund Institutional Shares | SWYEX | Target-Date 2040 | 0.00% | +6.54% | +12.26% | +6.31% | $1.9K | 8.39% |
| Schwab Target 2050 Index Fund | SWYMX | Target-Date 2050 | 0.00% | +11.86% | +17.14% | +9.39% | $1.7K | 12.42% |
| Schwab Target 2035 Index Fund | SWYFX | Target-Date 2035 | 0.00% | +8.33% | +13.93% | +7.39% | $1.7K | 9.80% |
| Schwab Core Equity Fund™ | SWANX | Target-Date 2030 | 0.01% | +7.55% | +17.05% | +10.34% | $1.5K | 12.97% |
| Schwab Target 2045 Index Fund | SWYHX | Target-Date 2045 | 0.00% | +10.99% | +16.34% | +8.91% | $1.3K | 11.73% |
| Schwab MarketTrack Growth Portfolio | SWHGX | Health | 0.01% | +9.80% | +14.97% | +8.35% | $1.1K | 10.55% |
| Schwab Dividend Equity Fund Select Shares | SWDSX | Large Value | 0.01% | +7.27% | +14.84% | +9.36% | $667 | 9.16% |
| Schwab MarketTrack Balanced Portfolio | SWBGX | Large Blend | 0.01% | +6.68% | +11.93% | +6.13% | $658 | 8.38% |
| Schwab Monthly Income Fund Enhanced Payout | SWKRX | Target-Date 2025 | 0.00% | +5.41% | +8.83% | +3.46% | $85 | 5.80% |
| Schwab Hedged Equity Fund Select Shares | SWHEX | Health | 0.02% | +9.94% | +10.00% | +8.80% | $65 | 18.20% |
Past performance does not guarantee future results. This information is for educational purposes only and is not investment advice.