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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 are mixed in afternoon action after the Dow and the S&P 500 threatened record highs yesterday. Focus on corporate profits remains, as Q3 earnings season shifts into a higher gear. However, the persistent uncertainties surrounding supply-chain bottlenecks, inflation expectations, the surge in energy prices, and monetary policy direction continue to keep sentiment in check. Fiscal policy is also adding to the mix, as Congress continues to wrangle over a spending package, while some positive news regarding vaccine boosters is also being digested. IBM, AT&T, and Tesla all beat earnings estimates but revenues were below expectations, while Southwest Airlines and American Airlines both reported smaller-than-expected losses following a challenging third quarter for air travel. Treasuries are lower following some recent steepening of the yield curve, and the U.S. dollar is ticking higher, while gold is losing modest ground, and crude oil prices are falling. The economic calendar is robust, as jobless claims came in better than expected, continuing their decline since the height of the pandemic, and the Philly Fed Manufacturing Index decelerated more than expected, while the Leading Economic Index rose for the seventh-straight month but at a slower rate than expected, and existing home sales solidly beat expectations. Europe finished mostly lower.
Trading

Stocks turn mixed as investors digest earnings, data.
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Natural Gas prices have waivered recently based on decreased demand.