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
SWEGX	Schwab MarketTrack All Equity Portfolio™	Diversified Portfolio	May 19, 1998	0.39%	7.35%	8.82%	2.94%
SWERX	Schwab Target 2040 Fund	Target Retirement Date	Jun 30, 2005	0.00%	5.98%	7.58%	3.61%
SWGRX	Schwab Target 2015 Fund	Target Retirement Date	Mar 11, 2008	0.00%	2.43%	4.60%	5.92%
SWHFX	Schwab Health Care Fund™	Health & Biotech Equities	Jul 2, 2000	0.80%	7.26%	9.40%	0.82%
SWHGX	Schwab MarketTrack Growth Portfolio™	Diversified Portfolio	Nov 19, 1995	0.39%	5.20%	7.59%	5.74%
SWHRX	Schwab Target 2025 Fund	Target Retirement Date	Mar 11, 2008	0.00%	3.11%	5.78%	5.04%
SWHYX	Schwab Opportunistic Municipal Bond Fund	Municipal Bonds	Mar 30, 2014	0.50%	0.19%	0.35%	3.73%
SWIRX	Schwab Target 2035 Fund	Target Retirement Date	Mar 11, 2008	0.00%	5.74%	7.12%	5.29%
SWISX	Schwab International Index Fund	Foreign Large Cap Equities	May 19, 1997	0.06%	7.31%	4.79%	3.09%
SWJRX	Schwab Monthly Income Fund - Moderate Payout	Diversified Portfolio	Mar 27, 2008	0.00%	0.90%	3.64%	4.43%
SWKRX	Schwab Monthly Income Fund - Enhanced Payout	Diversified Portfolio	Mar 27, 2008	0.00%	0.69%	3.04%	4.34%
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	Large Cap Growth Equities	Dec 20, 2017	0.04%	11.98%	—	0.60%
SWLRX	Schwab Monthly Income Fund - Maximum Payout	Diversified Portfolio	Mar 27, 2008	0.00%	0.49%	2.32%	4.16%
SWLSX	Schwab Large-Cap Growth Fund™	Large Cap Growth Equities	Oct 3, 2005	0.99%	12.33%	13.65%	0.03%
SWLVX	Schwab U.S. Large-Cap Value Index Fund	Large Cap Value Equities	Dec 20, 2017	0.04%	7.96%	—	2.37%
SWMCX	Schwab U.S. Mid-Cap Index Fund	Mid Cap Blend Equities	Dec 20, 2017	0.04%	6.81%	—	1.39%
SWMIX	Schwab International Opportunities Fund	Foreign Large Cap Equities	Apr 1, 2004	0.99%	5.21%	4.78%	1.64%
SWMRX	Schwab Target 2045 Fund	Target Retirement Date	Jan 22, 2013	0.00%	7.10%	7.90%	2.78%
SWNRX	Schwab Target 2050 Fund	Target Retirement Date	Jan 22, 2013	0.00%	7.52%	8.13%	3.15%
SWNTX	Schwab Tax-Free Bond Fund™	Municipal Bonds	Sep 10, 1992	0.48%	-0.07%	1.88%	3.25%

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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