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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.

Market Commentary

Services make up more of the economy, jobs, and the stock market. The time has come to focus on services data to get a sense of the overall economic picture.
Market Commentary

The speculative exuberance around special purpose acquisition companies (SPACs) seems to be over, but investors still have questions about them.
Schwab Market Update

U.S. equities are adding on to a three-week winning streak to begin the new week, with both the S&P 500 and the Dow advancing to all-time highs. The Energy sector is leading the way amid the continued crunch, while the Financials sector is the biggest laggard with rates likely a drag. Earnings remain in focus again this week, as Restaurant Brands International beat the Street's forecasts, but Kimberly-Clark fell short of estimates, while both companies noted a common theme among earnings releases this quarter—supply chain problems and higher costs. Meanwhile, there is likely some caution as investors are looking ahead to both a robust economic calendar this week and several tech heavyweights reporting their earnings. Today's economic calendar is light as the Dallas Fed Manufacturing Index was surprisingly higher. Treasuries are ticking higher as yields fall, particularly on the short end of the curve. The U.S. dollar is slightly higher, while crude oil is slightly lower, and gold is advancing. Europe finished mixed in a somewhat subdued session.