Charles Schwab Mutual Funds List

Documentation

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.

Number of Funds: 63
Avg. Expense Ratio: 0.24%
Avg. 1 Year Return: 15.47%
Avg. 5 Year Return: 6.94%
Median Risk/Return Score: 53 / 100

21 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
LGILX	Schwab Select Large Cap Growth Fund	Large Cap Growth Equities	Oct 14, 1997	0.71%	1.78%	14.11%	0.00%	2
SFENX	Schwab Fundamental Emerging Markets Equity Index F...	Emerging Markets Equities, Emerging Markets Diversified	Jan 30, 2008	0.39%	11.38%	9.75%	3.53%	56
SFILX	Schwab Fundamental International Small Company Ind...	Foreign Small & Mid Cap Equities	Jan 30, 2008	0.39%	9.18%	8.33%	7.70%	35
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	Apr 2, 2007	0.25%	16.46%	14.03%	1.44%	93
SFNNX	Schwab Fundamental International Equity Index Fund	Foreign Large Cap Equities	Apr 2, 2007	0.25%	16.92%	11.51%	4.37%	83
SFSNX	Schwab Fundamental US Small Company Index Fund	Small Cap Blend Equities	Apr 2, 2007	0.25%	19.95%	10.98%	1.14%	64
SICNX	Schwab International Core Equity Fund	Foreign Large Cap Equities	May 30, 2008	0.86%	9.47%	8.92%	0.00%	25
SNXFX	Schwab 1000 Index Fund	Large Cap Blend Equities	Apr 2, 1991	0.05%	9.90%	14.73%	1.32%	48
SWANX	Schwab Core Equity Fund™	Large Cap Blend Equities	Jul 1, 1996	0.73%	3.70%	11.74%	0.00%	6
SWDSX	Schwab Dividend Equity Fund™	Large Cap Value Equities	Sep 2, 2003	0.89%	9.26%	9.10%	1.12%	44
SWHFX	Schwab Health Care Fund™	Health & Biotech Equities	Jul 2, 2000	0.80%	3.41%	7.78%	0.00%	15
SWISX	Schwab International Index Fund	Foreign Large Cap Equities	May 19, 1997	0.06%	9.51%	9.48%	3.24%	35
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	Large Cap Growth Equities	Dec 20, 2017	0.04%	1.25%	—	0.45%	10
SWLSX	Schwab Large-Cap Growth Fund™	Large Cap Growth Equities	Oct 3, 2005	0.99%	6.03%	15.96%	1.10%	16
SWLVX	Schwab U.S. Large-Cap Value Index Fund	Large Cap Value Equities	Dec 20, 2017	0.04%	18.82%	—	1.70%	90
SWMCX	Schwab U.S. Mid-Cap Index Fund	Mid Cap Blend Equities	Dec 20, 2017	0.04%	14.25%	—	1.86%	42
SWMIX	Schwab International Opportunities Fund	Foreign Large Cap Equities	Apr 1, 2004	0.99%	8.52%	7.42%	0.00%	11
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	May 19, 1997	0.02%	9.58%	15.04%	1.01%	50
SWSCX	Schwab Small-Cap Equity Fund™	Small Cap Blend Equities	Jul 1, 2003	1.08%	24.06%	10.55%	0.00%	44
SWSSX	Schwab Small-Cap Index Fund-Select Shares	Small Cap Blend Equities	May 19, 1997	0.04%	20.12%	10.97%	1.07%	64

Explore top Charles Schwab Mutual Fund Categories and Asset Classes

Charles Schwab Multi-Asset Mutual funds Charles Schwab Equity Mutual funds Charles Schwab Bond Mutual funds Charles Schwab Real Estate Mutual funds Charles Schwab Target Retirement Date Mutual funds Charles Schwab Diversified Portfolio Mutual funds Charles Schwab Foreign Large Cap Equities Mutual funds Charles Schwab Large Cap Blend Equities Mutual funds Charles Schwab Large Cap Growth Equities Mutual funds

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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Time Period

Best Charles Schwab Mutual funds by Risk/Return Score

The top Charles Schwab Mutual funds by PortfoliosLab Risk/Return Score are SFLNX (93) and SWLVX (90). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
SFLNX	Schwab Fundamental US Large Company Index Fund	93	13.07B	Apr 2007
SWLVX	Schwab U.S. Large-Cap Value Index Fund	90	—	Dec 2017
SWHYX	Schwab Opportunistic Municipal Bond Fund	86	—	Mar 2014
SFNNX	Schwab Fundamental International Equity Index Fund	83	5.20B	Apr 2007
SWKRX	Schwab Monthly Income Fund - Enhanced Payout	83	—	Mar 2008

Best-Performing Charles Schwab Mutual funds Over 5 Years

The top Charles Schwab Mutual funds is SFLNX (13.96%). Across the lineup, Charles Schwab Mutual funds show an average 1-year return of 15.47% and an average 5-year return of 6.94%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SFLNX	Schwab Fundamental US Large Company Index Fund	13.96%	13.07B	Apr 2007
SFNNX	Schwab Fundamental International Equity Index Fund	13.80%	5.20B	Apr 2007
SWLSX	Schwab Large-Cap Growth Fund™	13.29%	605.19M	Oct 2005
SWPPX	Schwab S&P 500 Index Fund	13.08%	143.51B	May 1997
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	12.51%	4.77B	Dec 2017

Lowest-Cost Charles Schwab Mutual funds

The top Charles Schwab Mutual funds is SWPPX (0.02%). With an average expense ratio of 0.24%, Charles Schwab Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
SWPPX	Schwab S&P 500 Index Fund	0.02%	143.51B	May 1997
SWTSX	Schwab Total Stock Market Index Fund	0.03%	43.93B	Jun 1999
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	4.77B	Dec 2017
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017
SWYHX	Schwab Target 2045 Index Fund	0.04%	1.23B	Aug 2016

Highest-Yield Charles Schwab Mutual funds

The top Charles Schwab Mutual funds is SWCRX (9.93%). Across the lineup, Charles Schwab Mutual funds show an average dividend yield of 3.60%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
SWCRX	Schwab Target 2020 Fund	9.93%	274.48M	Jun 2005
SWHRX	Schwab Target 2025 Fund	9.70%	370.32M	Mar 2008
SWHGX	Schwab MarketTrack Growth Portfolio™	8.79%	—	Nov 1995
SWGRX	Schwab Target 2015 Fund	8.53%	—	Mar 2008
SWDRX	Schwab Target 2030 Fund	7.86%	1.02B	Jun 2005

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Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.