Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
1 to 25 of 61 Results
Name
|
Ticker
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Morningstar Category
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Morningstar Rating for Funds
Overall
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Morningstar Sustainability Rating
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Total Return
YTD
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Total Return Rank in Category
YTD
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Adjusted Expense Ratio
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Fee Level
Distribution
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Share Class Type
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Minimum Initial Investment
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Schwab Fundamental US Large Company Idx | SFLNX | Large Value | 9.48% | 22 | 0.250% | Low | No Load | — | ||
Schwab ® US Large-Cap Growth Idx | SWLGX | Large Growth | 22.76% | 32 | 0.035% | Low | No Load | — | ||
Schwab® S&P 500 Index | SWPPX | Large Blend | 16.29% | 26 | 0.020% | Low | No Load | — | ||
Schwab 1000 Index® | SNXFX | Large Blend | 15.31% | 43 | 0.050% | Low | No Load | — | ||
Schwab Balanced | SWOBX | Moderate Allocation | 8.43% | 25 | 0.500% | Below Average | No Load | — | ||
Schwab Fundamental Intl Equity Index Fd | SFNNX | Foreign Large Value | 5.24% | 44 | 0.250% | Low | No Load | — | ||
Schwab Health Care | SWHFX | Health | 8.40% | 16 | 0.790% | Below Average | No Load | — | ||
Schwab Large-Cap Growth | SWLSX | Large Growth | 22.06% | 37 | 0.990% | Above Average | No Load | — | ||
Schwab MarketTrack All Equity | SWEGX | Aggressive Allocation | 9.18% | 41 | 0.510% | Low | No Load | — | ||
Schwab Opportunistic Municipal Bond | SWHYX | Muni National Long | — | 0.40% | 59 | 0.500% | Below Average | No Load | — | |
Schwab Target 2015 Index | SWYBX | Target-Date 2015 | 4.13% | 33 | 0.080% | Low | No Load | — | ||
Schwab Target 2025 Index | SWYDX | Target-Date 2025 | 4.91% | 52 | 0.080% | Low | No Load | — | ||
Schwab Target 2030 Index | SWYEX | Target-Date 2030 | 6.25% | 41 | 0.080% | Low | No Load | — | ||
Schwab Target 2035 Index | SWYFX | Target-Date 2035 | 7.34% | 49 | 0.080% | Low | No Load | — | ||
Schwab Treasury Infl Protected Secs Idx | SWRSX | Inflation-Protected Bond | 0.68% | 41 | 0.050% | Low | No Load | — | ||
Schwab® International Core Equity | SICNX | Foreign Large Blend | 11.32% | 5 | 0.860% | Average | No Load | — | ||
Schwab CA Tax-Free Bond | SWCAX | Muni California Intermediate | — | 0.29% | 32 | 0.380% | Low | No Load | — | |
Schwab Core Equity | SWANX | Large Blend | 17.22% | 18 | 0.730% | Average | No Load | — | ||
Schwab Fdmtl Emerg Markets Equity Idx | SFENX | Diversified Emerging Mkts | 9.99% | 20 | 0.390% | Low | No Load | — | ||
Schwab Fundamental Intl Sm Eq Idx | SFILX | Foreign Small/Mid Value | 0.39% | 83 | 0.390% | Low | No Load | — | ||
Schwab Fundamental US Small Company Idx | SFSNX | Small Blend | −0.54% | 78 | 0.250% | Low | No Load | — | ||
Schwab Global Real Estate | SWASX | Global Real Estate | −3.37% | 50 | 0.710% | Low | No Load | — | ||
Schwab International Index | SWISX | Foreign Large Blend | 6.21% | 42 | 0.060% | Low | No Load | — | ||
Schwab MarketTrack Balanced | SWBGX | Moderate Allocation | 5.43% | 67 | 0.480% | Low | No Load | — | ||
Schwab MarketTrack Conservative | SWCGX | Moderately Conservative Allocation | 3.25% | 72 | 0.500% | Below Average | No Load | — |
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
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