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Multi-asset funds can provide diversification with the convenience of a single fund.

5 years on a roll with Schwab Target Index Funds

Momentum built by low-cost access for all.

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What we offer

Since 1995, we’ve managed a lineup of multi-asset mutual funds. Now, we offer target date, target risk, and managed payout multi-asset mutual funds—a comprehensive selection of product solutions at competitive pricing, for both individuals and employer-sponsored retirement plans. And for qualified retirement plans, there are the Charles Schwab Trust Bank Collective Investment Trusts.6


Our approach

We take a behavioral-based approach to asset allocation—an approach designed to help investors stay invested across market conditions, and that leverages our investment research and deep asset allocation expertise. To meet investor needs, we utilize a variety of underlying strategy types, including proprietary and non-proprietary as well as active and passive strategies. And our pricing approach seeks to give everyone—even the smallest business—access to a range of quality target date funds at competitive prices.

A behavioral-driven glide path design

Our target date solutions are managed to seek more growth when investors can take on more risk and greater stability when they need to rely on their investments. By taking a behavioral-driven approach to asset allocation, our carefully balanced glide path is designed to help investors reach their goals up to and through retirement.

Learn more about how our glide path allocates assets over time


Advisor tools

Use these financial tools to gain more comprehensive insight into investment products.

Advisor tools

Fee impact simulator

Use the fee impact simulator to see the long-term effects of pricing on a portfolio.

Fund explorer

Help your clients get exceptional value from their investments with the fund explorer.

Featured multi-asset funds

See our highlighted multi-asset funds, or browse all our investment products.

Schwab Target Index Funds

A low cost target date fund series composed of Schwab ETFsTM.

Schwab Target Funds

A combination of active and passively managed holdings in proprietary and externally managed mutual funds.

Multi-asset insights

See what our executives and strategists have to say about multi-asset and target date investing.

Schwab Market Update

Stocks saw noticeable pressure to close out a second-straight weekly drop as September seems to be living up to its typical volatile norm. The Materials sector was the worst performer as metal prices continue to soften, while heavyweight Information Technology issues applied the most downside pressure. The markets continued to grapple with uncertainties regarding the Delta variant, global monetary policy tightening timing, fiscal stimulus, and persistent supply-chain challenges. Volume and volatility were likely bolstered on this quadruple witching day where options and futures contracts on stocks and indexes simultaneously expire. The economic calendar showed preliminary September consumer sentiment improved from the prior month's tumble but at a pace that was below forecasts. Treasuries were lower to lift yields and the U.S. dollar gained ground. Crude oil prices were lower, and gold extended a second-straight weekly drawdown. In equity news, United States Steel Corporation fell despite issuing stronger-than-expected guidance, General Motors extended downtime at some North American plants due to the global chip shortage, and Thermo Fisher Scientific offered guidance that trounced the Street's forecast. Europe finished lower to close out the choppy week, while Asia finished mostly higher as China and Hong Kong trimmed weekly drawdowns.

Stocks down rates up, as S&P flirts with 50-day SMA.

Shipping Bottlenecks and Poor Weather Provide Support for Coffee Futures