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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 >

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

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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 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.

Schwab Market Update

U.S. stocks closed solidly higher and, in the process, snapped a three-week losing streak for the broad-based S&P 500 Index which had posted weekly declines in 10 out of last 11 weeks. The sharp rebound came as investors largely brushed aside lingering concerns about a recession as the Fed, and other global central banks have aggressively hiked rates to try to tamp down the persistent surge in inflation. Yields moved higher as U.S. Treasuries gave back some of a recent rally this week that put noticeable downside pressure on yields. Meanwhile, the U.S. dollar extended its weekly decline after recently rallying to multi-decade highs. Crude oil prices rebounded from the week's solid drawdown, and gold saw a modest increase. The economic calendar offered some upbeat reports as new home sales unexpectedly jumped, and although consumer sentiment hit a record low, the inflation outlook components improved. In equity news, FedEx missed quarterly estimates but offered upbeat guidance, while all 34 financial institutions that participated in the Fed's annual stress test passed. Asia finished out the week in positive fashion and Europe closed broadly higher as the global markets show some resiliency in the face of recession worries.
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Stocks look to close out the week on a high note.
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Fed Chairman Jerome Powell’s comments on Wednesday reiterated the Fed’s commitment to 2% target inflation and that “ongoing rate hikes are appropriate”.