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 Funds List
Share Class Type
1 to 25 of 61 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Schwab Fundamental US Large Company Idx | SFLNX | Large Value | 9.06% | 42 | 0.250% | Low | No Load | — | ||
| Schwab 1000 Index® | SNXFX | Large Blend | 11.59% | 46 | 0.050% | Low | No Load | — | ||
| Schwab Balanced | SWOBX | Moderate Allocation | 6.24% | 39 | 0.500% | Low | No Load | — | ||
| Schwab Fdmtl Intl Lg Co Idx | SFNNX | Foreign Large Value | 8.10% | 52 | 0.250% | Low | No Load | — | ||
| Schwab Health Care | SWHFX | Health | 8.16% | 15 | 0.790% | Below Average | No Load | — | ||
| Schwab Large-Cap Growth | SWLSX | Large Growth | 14.28% | 41 | 0.990% | Above Average | No Load | — | ||
| Schwab Opportunistic Municipal Bond | SWHYX | Muni National Long | — | −0.04% | 53 | 0.500% | Below Average | No Load | — | |
| Schwab Target 2025 Index | SWYDX | Target-Date 2025 | 3.81% | 75 | 0.080% | Low | No Load | — | ||
| Schwab Target 2030 Index | SWYEX | Target-Date 2030 | 5.15% | 60 | 0.080% | Low | No Load | — | ||
| Schwab Target 2035 Index | SWYFX | Target-Date 2035 | 6.16% | 63 | 0.080% | Low | No Load | — | ||
| Schwab Target 2065 Index | SWYOX | Target-Date 2065+ | 8.62% | 78 | 0.080% | Low | No Load | — | ||
| Schwab Treasury Infl Protected Secs Idx | SWRSX | Inflation-Protected Bond | −0.10% | 54 | 0.050% | Low | No Load | — | ||
| Schwab ® US Large-Cap Growth Idx | SWLGX | Large Growth | 13.87% | 46 | 0.035% | Low | No Load | — | ||
| Schwab® S&P 500 Index | SWPPX | Large Blend | 11.89% | 35 | 0.020% | Low | No Load | — | ||
| Schwab CA Tax-Free Bond | SWCAX | Muni California Intermediate | — | < 0.01% | 26 | 0.380% | Low | No Load | — | |
| Schwab Fdmtl Emerg Mkts Lg Co Idx | SFENX | Diversified Emerging Mkts | 12.57% | 10 | 0.390% | Low | No Load | — | ||
| Schwab Fdmtl Intl Sm Co Idx | SFILX | Foreign Small/Mid Value | 3.69% | 90 | 0.390% | Low | No Load | — | ||
| Schwab Fundamental US Small Company Idx | SFSNX | Small Blend | 2.96% | 77 | 0.250% | Low | No Load | — | ||
| Schwab Global Real Estate | SWASX | Global Real Estate | −2.06% | 63 | 0.750% | Below Average | No Load | — | ||
| Schwab International Index | SWISX | Foreign Large Blend | 8.42% | 39 | 0.060% | Low | No Load | — | ||
| Schwab MarketTrack All Equity | SWEGX | Aggressive Allocation | 8.45% | 47 | 0.510% | Low | No Load | — | ||
| Schwab MarketTrack Balanced | SWBGX | Moderate Allocation | 4.69% | 78 | 0.480% | Low | No Load | — | ||
| Schwab MarketTrack Conservative | SWCGX | Moderately Conservative Allocation | 2.67% | 83 | 0.500% | Below Average | No Load | — | ||
| Schwab MarketTrack Growth | SWHGX | Moderately Aggressive Allocation | 6.66% | 70 | 0.500% | Below Average | No Load | — | ||
| Schwab Select Large Cap Growth | LGILX | Large Growth | 16.15% | 22 | 0.750% | Average | No Load | — |
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