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Multi-asset

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

Celebrating the Schwab Model Portfolios 3-year anniversary

The Schwab Model Portfolios have been building blocks for portfolio construction for the past three years. To celebrate, we’re giving them names that better align with their intuitive investment strategies.

Schwab Model Portfolios Core ETF are built exclusively with cap-weighted/core index exposure.

Schwab Model Portfolios Core Enhanced ETF build upon Core ETF by adding strategic beta and style exposure. These straightforward strategies can provide an efficient and effective way to help met your clients’ needs.

Learn more about Schwab Model Portfolios >

3 years

Recent Market Updates

Market Volatility

Navigating market volatility and staying invested with target date funds.

2022 Glide Path and Portfolio Updates

Charles Schwab Trust Bank will be increasing equity by 2-5% across the SMRT and SIRT glide path effective February 1,2022. Additionally, there will be adjustments to the Real Estate and Inflation-Protected Bond a locations, and a fixed income strategy within the Schwab Institutional Core Plus Fixed Income Trust™, which SMRT invests in, will be replaced. Please see the announcement and video for more details.

Announcement >

White Paper >

Explanatory Video >

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™.1

Multi-asset

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

Multi-asset

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 ETFs.

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.

Market Volatility

Navigating market volatility and staying invested with target date funds.
Schwab Market Update

U.S. equities ended the day lower in a choppy trading session, adding to yesterday's selloff that brought the major indices back to their lowest levels of the year. The markets dealt with a volatile week that closed out Q3 with a third-straight weekly loss. Investors sifted through a host of economic data that showed personal income matched expectations, and spending doubled forecasts, but inflation readings came in a bit hotter than expected. Meanwhile, manufacturing activity in the Chicago region tumbled, and consumer sentiment was revised lower. Treasury yields were higher, while the U.S. dollar was slightly lower. As well, crude oil prices declined, and gold prices were little changed. In equity news, NIKE bested the Street's forecasts but said gross margins will be squeezed amid a swell in inventories, while Micron Technology beat earnings estimates but offered a dismal outlook. Shares of Carnival Corporation fell sharply after posting a larger net loss than estimated and offering disappointing Q4 guidance. Asia finished mixed and Europe traded higher in the wake of yesterday's global selloff.
Trading

The December gold futures contract was $1,668.60 Thursday afternoon, following Wednesday’s sharp rally.