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 >
Recent Market Updates
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
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
Advisor tools
Use these financial tools to gain more comprehensive insight into investment products.
Advisor tools
Featured multi-asset funds
See our highlighted multi-asset funds, or browse all our investment products.
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.
