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No load funds only
No 12-B1 fees
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This is a list of all Schwab Funds mutual funds with some key metrics, such as their net assets under management (in millions), YTD return, required minimum retirement (IRA) investment, required minimum standard (taxable) investment, dividend yield, and expense ratio.
This list includes historical return information for all Schwab Funds mutual funds.
This list includes asset allocation proportions of the underlying holdings for all Schwab Funds mutual funds.
This list includes all management costs and other fee information for all Schwab Funds mutual funds.
The table below illustrates valuable information regarding the fund manager for all Schwab Funds Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is included in this table.
|Symbol||Name||Net Assets ($M USD)||YTD||IRA Min||Standard Min||Dividend Yield||Exp. Ratio|
|Symbol||Name||YTD||1 Year||3 Years||5 Years||10 Years||Inception Date|
|Symbol||Name||Stocks||Bonds||Convertible Bonds||Preferred Stocks||Cash|
|Symbol||Name||Exp. Ratio||Mgmt. Fee||12b-1||Admin Fee||Front Load||Def. Load||Max Redemp. Fee||Turnover|
|Symbol||Name||YTD||Primary Manager||Start Date||Tenure (yrs)||Tenure Rank|
Schwab Funds is a company that sells mutual funds with $263,592M in assets under management. The average expense ratio from all mutual funds is 0.31%. 98.61% of all the mutual funds are no load funds. The oldest fund launched was in 1990; Schwab Government Money (SWGXX). The average manager tenure for all managers at Schwab Funds is 8.43 years. The company offers investors 72 mutual funds, in terms of the number of individual fund symbols.
In addition to mutual funds, the company also offers exchange-traded funds (ETFs), annuities, fixed-income solutions and cash management solutions among other investment products. The company has its headquarters in San Francisco, California. It was founded in 1971 by Charles R. Schwab. A continuous focus on low cost investing, an approachable customer service angle and an intention to imbibe technology have transformed this discount retail brokerage into something that goes beyond the definition of a “fintech”.
San Francisco, California
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