Mutual funds

A lineup of mutual funds that can serve as the foundation of a diversified portfolio.

Our approach

We are a trusted ally for industry professionals and a steadfast advocate for investors.

Our focus for our mutual funds

  • Simplicity: Our products and solutions are designed to be easy to explain and understand, eliminating unnecessary confusion.
  • Accessibility: We believe all investors, not just the largest institutions, should have access to low-cost products. 
  • Investor-first mentality: We put investors at the center of our decisions, offering products and solutions that help financial professionals deliver more value and better experiences for investors.
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What we offer

Our straightforward lineup of mutual funds is designed to serve as the foundation of a diversified portfolio. We seek to deliver consistent, repeatable performance, manage risk over the long term, and provide competitive fund expenses.

Advisor tool

Fee impact simulator

Use the fee impact simulator to see the long-term effects of pricing on a portfolio.

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Featured mutual funds

See our highlighted mutual funds, or browse all our investment products.

Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges and expenses. You can obtain a prospectus, or if available, a summary prospectus by visiting www.schwabassetmanagement.com/prospectus.  Please read it carefully before investing.

Investment returns will fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost.

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