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
- 0.23%
- Avg. 1 Year Return
- 19.86%
- Avg. 5 Year Return
- 7.06%
- Median Risk/Return Score
- 62 / 100
Charles Schwab Mutual Funds List
24 results
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 (92) and SFNNX (87).
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 | 92 | 12.67B | Apr 2007 | |
| Schwab Fundamental International Large Company Ind... | 87 | 5.14B | Apr 2007 | |
| Schwab U.S. Large-Cap Value Index Fund | 86 | — | Dec 2017 | |
| Schwab Fundamental Emerging Markets Large Company ... | 80 | — | Jan 2008 | |
| Schwab Opportunistic Municipal Bond Fund | 74 | — | Mar 2014 |
Best-Performing Charles Schwab Mutual funds Over 5 Years
The top Charles Schwab Mutual funds is SWLSX (15.58%).
Across the lineup, Charles Schwab Mutual funds show an average 1-year return of 19.86% and an average 5-year return of 7.06%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Schwab Large-Cap Growth Fund™ | 15.58% | 628.62M | Oct 2005 | |
| Schwab U.S. Large-Cap Growth Index Fund | 15.44% | 5.10B | Dec 2017 | |
| Schwab S&P 500 Index Fund | 13.99% | 145.00B | May 1997 | |
| Schwab 1000 Index Fund | 13.25% | 22.44B | Apr 1991 | |
| Schwab Fundamental International Large Company Ind... | 13.16% | 5.14B | Apr 2007 |
Lowest-Cost Charles Schwab Mutual funds
The top Charles Schwab Mutual funds is SWPPX (0.02%).
With an average expense ratio of 0.23%, 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% | 145.00B | May 1997 | |
| Schwab Total Stock Market Index Fund | 0.03% | 43.45B | Jun 1999 | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.70B | Dec 2017 |
Highest-Yield Charles Schwab Mutual funds
The top Charles Schwab Mutual funds is SWCRX (9.88%).
Across the lineup, Charles Schwab Mutual funds show an average dividend yield of 3.57%, 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 | 9.88% | 281.10M | Jun 2005 | |
| Schwab Target 2025 Fund | 9.65% | 380.93M | Mar 2008 | |
| Schwab MarketTrack Growth Portfolio™ | 8.71% | — | Nov 1995 | |
| Schwab Target 2015 Fund | 8.49% | — | Mar 2008 | |
| Schwab Target 2030 Fund | 7.80% | 1.04B | Jun 2005 |
Top Mutual funds Issuers
Fidelity · 977 Mutual fundsBlackRock · 360 Mutual fundsVanguard · 292 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsPIMCO · 123 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 107 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsColumbia · 99 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsAmerican Century · 89 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsTIAA Investments · 66 Mutual fundsPrincipal · 65 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual fundsAllspring Global Investments · 54 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
SWYNX vs. SWPPXSWYNX vs. VTTSXSWYNX vs. VFIAXSWYNX vs. SWTSXSWYNX vs. SWLSXSWYMX vs. VFIFXSWYMX vs. SWNRXSWYMX vs. SWTSXSWYMX vs. VOOSWYMX vs. FFFHXSWYOX vs. SWQRXSWYOX vs. VLXVXSWYOX vs. SWPPXSWYOX vs. VSVNXSWYOX vs. SWTSXSWYFX vs. VTTHXSWYFX vs. SWIRXSWYFX vs. FIHFXSWYFX vs. SCHDSWYFX vs. VOOSWYGX vs. VFORXSWYGX vs. SWPPXSWYGX vs. VFIAXSWYGX vs. TRRJXSWYGX vs. PRWAXSWYEX vs. SCHDSWYEX vs. SWTSXSWYEX vs. VBIAXSWYEX vs. VOOSWYEX vs. VWINXSWYJX vs. VFFVXSWYJX vs. SWORXSWYJX vs. SWTSXSWYJX vs. SCHXSWYJX vs. VISVXSWYHX vs. VTIVXSWYHX vs. SWPPXSWYHX vs. SWMRXSWYHX vs. TRRKXSWYHX vs. SWTSXSWDRX vs. VTHRXSWDRX vs. SWPPXSWDRX vs. SWERXSWDRX vs. SWIRXSWDRX vs. SWTSXSWPRX vs. VTTSXSWPRX vs. TWCUXSWPRX vs. FDKVXSWPRX vs. SWTSXSWPRX vs. VT