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Find Fund Performance content. Schwab Asset Management® is the dba name for Charles Schwab Investment Management, Inc., the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. Schwab Funds are distributed by Charles Schwab & Co., Inc. (Schwab), Member SIPC.
Find quality mutual funds and ETFs with a Charles Schwab Select List®. Lists of prescreened, no-load mutual funds and low cost ETFs in over 65 categories.
Jun 6, 2024 · Our list of the Best Charles Schwab Mutual Funds includes small- and large-cap stock funds, active and passively managed funds. These funds offer you exposure to stocks and bonds from the...
Performance. By definition, index funds aim simply to track their benchmark indexes before fees and expenses. Actively managed funds may fall short of market indexes over time.² Over the 5- and 10-year periods ending December 31, 2022, the average active equity fund manager lagged the broader market, as represented by the Schwab 1000 Index ®.
Review our list of all Charles Schwab Funds that are available to invest in. Sort by star rating, minimum initial investment, share class, and more. See the full list!
Find funds that fit your needs based on your criteria including expenses, fund performance, holdings, Morningstar Ratings™, and more.
Mar 31, 2024 · Schwab Intelligent Portfolios ® historical performance. This interactive tool allows you to see historical returns for a sample of some of the available portfolios. Each investor's portfolio will be constructed based on the responses to our enrollment questionnaire and may include additional options. Get started by making your selections below.
A straightforward, low-cost fund with no investment minimum. The Fund can serve as part of the core of a diversified portfolio. Simple access to 500 leading U.S. companies and captures approximately 80% coverage of available U.S. market capitalization.
Current and Historical Performance Performance for Schwab S&P 500 Index on Yahoo Finance.
Fund Performance. The fund has returned 10.11 percent over the past year, 10.33 percent over the past three years, 10.99 percent over the past five years and 11.12 percent over the past...
