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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.

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 were mixed and ended near the starting line as investors digested the highly anticipated November labor report which showed stronger-than-expected job growth. Nonfarm payrolls, private sector payrolls, and average hourly earnings all rose more than estimates, while the unemployment rate remained at October’s level. The report seemed to temper market expectations for a less aggressive Fed in the near-term, as hopes for such intensified earlier in the week after Fed Chair Powell suggested that the Central Bank could slow the pace of its tightening campaign as early as this month. Treasury yields diverged following the data, and the U.S. dollar dipped, while crude oil prices decreased in choppy trading, and gold pulled back from yesterday's solid rise. Earnings reports continued to trickle in, with Marvell Technology falling short of expectations on both the top and bottom lines and slashing its guidance, while Ulta Beauty trounced the Street's forecasts amid soaring same-store sales growth. The labor report dominated today’s economic calendar, but next week will introduce some notable releases, including December’s Producer Price Index, reads on the services sector, consumer sentiment, and more. Asian stocks finished with broad losses, and European stocks ended mixed, as the global markets searched for some clarity on China's latest moves regarding its COVID-related restrictions.
Trading

Stocks drop following strong employment data.