Charles Schwab Mutual Funds
The investment advisor are separate but affiliated companies and subsidiaries of the charles schwab corporation.
Charles schwab mutual funds. Charles schwab s mutual funds can be used to build a low cost high quality portfolio for almost any investor. Charles schwab co inc. Charles schwab co inc member sipc receives remuneration from fund companies participating in the mutual fund onesource service for recordkeeping and shareholder services and other administrative services.
All of these factors can subject the funds to increased loss of principal. A mutual fund is an investment vehicle comprised of a pool of funds from many investors that buys stocks bonds and other securities. The fund sports a zacks mutual fund rank 1 and has an annual expense ratio of 0 51 which is below the category average of 0 77.
Schwab california tax free bond fund swcax aims for high current. When you purchase a mutual fund you get. The average expense ratio from all mutual funds is 0 31.
Browse all mutual funds managed by charles schwab investment management. Schwab reserves the right to change the funds we make available without transaction fees and to reinstate fees on any funds. The oldest fund launched was in 1990.
The average manager tenure for all managers at charles schwab is 9 75 years. 100 00 of all the mutual funds are no load funds. Charles schwab mutual funds offer a compelling value proposition of low expenses including no redemption fee low minimum investments just 1 and in some cases market beating returns.
The distributor of schwab funds and charles schwab investment management inc. Schwab also may receive remuneration from transaction fee fund companies for certain administrative services. The average 10 year tax cost ratio was calculated for the index funds and the non index funds in that group.
To find out detailed information on charles schwab index funds in the u s click the tabs in the table below. The data that can be found in each tab includes historical performance the different fees in each fund the initial investment required asset allocation manager information and much more. Get research and insights from schwab and respected third party sources.
Charles schwab co inc member sipc receives remuneration from fund companies participating in the mutual fund onesource service for recordkeeping and shareholder services and other administrative services. Although schwab is best known as a reputable online discount brokerage firm they also have a good selection of mutual funds ideal for the long term investor.
