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Multi-asset

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

Russian Sanctions: Impacts to the Schwab Target Date Solutions

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 >

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

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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

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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 revved higher into the close to finish mixed in the final session of a volatile week that saw some key retail sector earnings reports exacerbate inflation worries. The S&P 500 posted its seventh-straight weekly loss, and is on the cusp of bear territory, as Ross Stores joined a host of retailers, notably Dow member Walmart and Target, in missing earnings projections and lowering guidance. In other earnings news, Applied Materials and Deere & Company both posted results that disappointed the Street, due to supply chain challenges and inflation pressures, while Palo Alto Networks topped profit projections and raised its guidance on strong cybersecurity demand. The economic calendar was void of any major releases today and Treasuries moved higher to apply some downside pressure on yields. The U.S. dollar rebounded from yesterday's drop, crude oil prices were slightly higher, and gold was little changed. Most European markets finished in the green, and markets in Asia were broadly higher after China cut a key lending rate.
Trading

Stocks reverse course and give up early gains.
Trading

Wheat faces more uncertainty.