Charles Schwab Mutual Funds List

Here you can find all mutual funds issued by Charles Schwab and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Click on any fund in the list to see complete information, including risk and performance analysis.

Issuer: Charles Schwab

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
LGILX	Schwab Select Large Cap Growth Fund	Large Cap Growth Equities	Oct 14, 1997	0.71%	10.29%	13.33%	16.46%
SFENX	Schwab Fundamental Emerging Markets Large Company ...	Emerging Markets Diversified	Jan 30, 2008	0.39%	4.47%	3.85%	4.79%
SFILX	Schwab Fundamental International Small Company Ind...	Foreign Small & Mid Cap Equities	Jan 30, 2008	0.39%	-1.41%	4.34%	3.16%
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	Apr 2, 2007	0.25%	5.56%	11.16%	1.76%
SFNNX	Schwab Fundamental International Large Company Ind...	Foreign Large Cap Equities	Apr 1, 2007	0.25%	3.43%	4.77%	3.16%
SFREX	Schwab Fundamental Global Real Estate Index Fund	REIT	Oct 21, 2014	0.39%	-7.01%	—	3.88%
SFSNX	Schwab Fundamental US Small Company Index Fund	Small Cap Blend Equities	Apr 2, 2007	0.25%	-1.27%	8.37%	1.39%
SICNX	Schwab International Core Equity Fund	Foreign Large Cap Equities	May 30, 2008	0.86%	6.72%	4.08%	2.50%
SNSXX	Schwab U.S. Treasury Money Fund	Money Market	Jan 17, 2018	—	1.04%	0.95%	4.47%
SNXFX	Schwab 1000 Index Fund	Large Cap Blend Equities	Apr 2, 1991	0.05%	7.09%	12.13%	1.32%
SWAGX	Schwab U.S. Aggregate Bond Index Fund	Total Bond Market	—	0.04%	-3.35%	—	3.51%
SWANX	Schwab Core Equity Fund™	Large Cap Blend Equities	Jul 1, 1996	0.73%	7.62%	10.36%	0.96%
SWASX	Schwab Global Real Estate Fund™	REIT	May 30, 2007	1.05%	-6.95%	2.57%	3.57%
SWBGX	Schwab MarketTrack Balanced Portfolio™	Diversified Portfolio	Nov 19, 1995	0.40%	1.23%	5.79%	4.19%
SWBRX	Schwab Target 2010 Fund	Target Retirement Date	Jun 30, 2005	0.00%	0.00%	4.23%	4.35%
SWCAX	Schwab California Tax-Free Bond Fund™	Municipal Bonds	Feb 23, 1992	0.48%	-0.96%	1.87%	2.84%
SWCGX	Schwab MarketTrack Conservative Portfolio™	Diversified Portfolio	Nov 19, 1995	0.42%	-0.13%	4.12%	6.78%
SWCRX	Schwab Target 2020 Fund	Target Retirement Date	Jun 30, 2005	0.00%	0.39%	4.81%	7.09%
SWDRX	Schwab Target 2030 Fund	Target Retirement Date	Jun 30, 2005	0.00%	2.13%	6.34%	4.19%
SWDSX	Schwab Dividend Equity Fund™	Large Cap Value Equities	Sep 2, 2003	0.89%	3.30%	6.52%	2.12%

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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