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Multi-asset

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.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 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

U.S. equities finished the final trading session of the week mixed, but managed to bring the winning streak of weekly gains to three, with both the S&P 500 and the Dow reaching new record high territory. Earnings season remained in full force, with Dow members American Express and Intel both beating earnings and revenue forecasts, while fellow Dow component Honeywell posted mixed results. Meanwhile, Chipotle reported strong quarterly figures, but shares of Snap plunged after it missed the Street's revenue forecasts. The economic calendar was light today, with October reads on preliminary manufacturing and services activity the lone releases, showing the continued impacts of supply chain bottlenecks, inflationary pressures, and labor shortages that have been persistent themes of late. Treasuries were mixed as the yield curve has flattened slightly and the U.S. dollar ticked lower, while crude oil prices and gold gained ground. Europe finished mostly higher amid some upbeat economic data, while markets in Asia were mixed.
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Stocks see some profit taking after recent run.
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Larger than Expected Natural Gas Supplies Calms Fears of Winter Shortages