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.
- 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
Charles Schwab Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Schwab Fundamental Global Real Estate Index Fund | REIT | Oct 21, 2014 | 0.39% | 8.19% | 3.30% | 3.30% | 17 | ||||||||
| Schwab Global Real Estate Fund™ | REIT | May 30, 2007 | 1.05% | 11.97% | 3.72% | 3.30% | 37 |
Explore top Charles Schwab Mutual Fund Categories and Asset Classes
Charles Schwab Multi-Asset Mutual fundsCharles Schwab Equity Mutual fundsCharles Schwab Bond Mutual fundsCharles Schwab Real Estate Mutual fundsCharles Schwab Target Retirement Date Mutual fundsCharles Schwab Diversified Portfolio Mutual fundsCharles Schwab Foreign Large Cap Equities Mutual fundsCharles Schwab Large Cap Blend Equities Mutual fundsCharles 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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5 Years
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 |
|---|---|---|---|---|
| Schwab Fundamental US Large Company Index Fund | 93 | 13.07B | Apr 2007 | |
| Schwab U.S. Large-Cap Value Index Fund | 90 | — | Dec 2017 | |
| Schwab Opportunistic Municipal Bond Fund | 86 | — | Mar 2014 | |
| Schwab Fundamental International Equity Index Fund | 83 | 5.20B | Apr 2007 | |
| 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 |
|---|---|---|---|---|
| Schwab Fundamental US Large Company Index Fund | 13.96% | 13.07B | Apr 2007 | |
| Schwab Fundamental International Equity Index Fund | 13.80% | 5.20B | Apr 2007 | |
| Schwab Large-Cap Growth Fund™ | 13.29% | 605.19M | Oct 2005 | |
| Schwab S&P 500 Index Fund | 13.08% | 143.51B | May 1997 | |
| 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 |
|---|---|---|---|---|
| Schwab S&P 500 Index Fund | 0.02% | 143.51B | May 1997 | |
| Schwab Total Stock Market Index Fund | 0.03% | 43.93B | Jun 1999 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.77B | Dec 2017 | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | |
| 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 |
|---|---|---|---|---|
| Schwab Target 2020 Fund | 9.93% | 274.48M | Jun 2005 | |
| Schwab Target 2025 Fund | 9.70% | 370.32M | Mar 2008 | |
| Schwab MarketTrack Growth Portfolio™ | 8.79% | — | Nov 1995 | |
| Schwab Target 2015 Fund | 8.53% | — | Mar 2008 | |
| 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.