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My Saved Screens
New Screen| Screen Name | Date Saved | |
|---|---|---|
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Predefined Screens
- Large Cap – Broad Based
Large-blend funds have portfolios that are fairly representative of the overall stock market in size, growth rates, and price. They tend to invest across the spectrum of U.S. industries.
- Large Cap – Style Based
Mutual Funds that fall under the Large Cap Growth and Large Cap Value Morningstar Categories. Use the Fund Category criteria to select just one of the styles.
- Small Cap – Broad Based
Small-blend funds favor firms at the smaller end of the market-capitalization range, and are flexible in the types of small caps they buy.
- Small Cap – Style Based
Mutual Funds that fall under the Small Cap Growth and Small Cap Value Morningstar Categories. Use the Fund Category criteria to select just one of the styles.
- Int'l Equity – Broad Based
Mutual Funds that fall under the Morningstar Global Large Stock and Foreign Asset Class based categories. These funds typically invest in developed countries and some emerging markets.
- Int'l Equity – Regional
Mutual Funds that invest in specific regions or countries. Use the Fund Category criteria to refine the search.
- Sector
Equity Mutual Funds that specialize in individual sectors or industries. Results include all sectors. Use the Morningstar Category criteria to refine the search.
- Taxable Bond
The Taxable Bond screener includes all Taxable Bond categories. Use the Fund Category criteria to refine the search.
- Municipal Bond
The Municipal Bond screener includes all Municipal Bond categories. Use the Fund Category criteria to refine the search.
- Commodity
(Broad Basket portfolios can invest in a diversified basket of commodity goods including but not limited to grains, minerals, metals, livestock, cotton, oils, sugar, coffee and cocoa. Investment can be made directly in physical assets or commodity linked derivative instruments, such as commodity swap agreements.
- ESG Funds
Funds that incorporate ESG into their strategies.
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Screen Results
(51 Screen Results)Save Screen Modify Criteria
Fund Category: empty; Morningstar Category: Large Blend; Fees/Loads: All funds at Schwab; Morningstar Overall: 4 Stars, 5 Stars; Average Annual Return (3 Year): e...
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Symbol | Description | |
|---|---|---|
| EVSAX | Allspring Disciplined U.S. Cor... | |
| WFILX | Allspring Index Fund - Class A | |
| AICFX | American Funds Investment Comp... | |
| DSPIX | BNY Mellon Institutional S&P 5... | |
| PEOPX | BNY Mellon S&P 500 Index Fund | |
| BUIDX | Buffalo Growth & Income Fund I... | |
| CSXAX | Calvert US Large Cap Core Resp... | |
| CISIX | Calvert US Large Cap Core Resp... | |
| LMESX | ClearBridge Appreciation Fund ... | |
| NEIAX | Columbia Large Cap Index Fund ... | |
| SXPAX | DWS S&P 500 Index Fund - Class... | |
| EITGX | Eaton Vance Tax-Managed Growth... | |
| FISPX | Federated Hermes Max-Cap Index... | |
| FLCSX | Fidelity Large Cap Stock Fund | |
| FGRTX | Fidelity Mega Cap Stock Fund | |
| GSPFX | Gotham Enhanced S&P 500 Index ... | |
| GQEIX | GQG Partners US Select Quality... | |
| GQEPX | GQG Partners US Select Quality... | |
| GEQZX | GuideStone Funds Equity Index ... | |
| HAIAX | Hartford Core Equity Fund Clas... |
Fund Category | Morningstar Category | Fees/Loads | Morningstar Overall | Average Annual Return (3 Year) | Open to New Investors | Status Description | Gross Expense Ratio | |
|---|---|---|---|---|---|---|---|---|
| Large cap | Large Blend | 5 Stars | 10.04% | Yes | Open | 0.83% |  | |
| Large cap | Large Blend | 4 Stars | 8.45% | Yes | Open | 0.62% | | |
| Large cap | Large Blend | 4 Stars | 10.63% | Yes | Open | 0.64% | | |
| Large cap | Large Blend | No Load, Transaction Fee | 4 Stars | 8.70% | Yes | Open | 0.21% | |
| Large cap | Large Blend | 4 Stars | 8.40% | Yes | Open | 0.51% | | |
| Large cap | Large Blend | No Load, Transaction Fee | 4 Stars | 9.75% | Yes | Open | 0.79% | |
| Large cap | Large Blend | 4 Stars | 7.10% | Yes | Open | 0.60% | | |
| Large cap | Large Blend | No Load, Transaction Fee | 4 Stars | 7.37% | Yes | Open | 0.35% | |
| Large cap | Large Blend | No Load, Transaction Fee | 4 Stars | 8.91% | Yes | Open | 0.57% | |
| Large cap | Large Blend | 4 Stars | 8.48% | Yes | Open | 0.45% | | |
| Large cap | Large Blend | 4 Stars | 8.35% | Yes | Open | 0.56% | | |
| Large cap | Large Blend | No Load, Transaction Fee | 4 Stars | 8.76% | Yes | Open | 0.64% | |
| Large cap | Large Blend | No Load, Transaction Fee | 4 Stars | 8.56% | Yes | Open | 0.56% | |
| Large cap | Large Blend | No Load, Transaction Fee | 4 Stars | 12.81% | Yes | Open | 0.79% | |
| Large cap | Large Blend | No Load, Transaction Fee | 5 Stars | 13.19% | Yes | Open | 0.59% | |
| Large cap | Large Blend | No Load, Transaction Fee | 4 Stars | 9.64% | Yes | Open | 0.65% | |
| Large cap | Large Blend | No Load, Transaction Fee | 5 Stars | 14.04% | Yes | Open | 0.50% | |
| Large cap | Large Blend | 5 Stars | 13.81% | Yes | Open | 0.68% | | |
| Large cap | Large Blend | No Load, Transaction Fee | 4 Stars | 8.40% | Yes | Open | 0.39% | |
| Large cap | Large Blend | 4 Stars | 7.22% | Yes | Open | 0.70% | |
MRQ = Most Recent Quarter, MRFY = Most Recent Fiscal Year, FYF = Fiscal Year Forward, TTM = Trailing Twelve Months, NM = Not Meaningful, T = Trillions, B = Billions, M = Millions, K = Thousands
Please click the fund symbol for standardized performance and complete ranking and rating information.
Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges and expenses. You can view, download, and print a prospectus by clicking on Prospectus & Reports or by calling 1-800-435-4000. Please read the prospectus carefully before investing.
Past performance does not guarantee future performance. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost. If an expense waiver was in place during the period, the net expense ratio was used to calculate fund performance.
Schwab's short-term redemption fee of $49.95 will be charged on redemption of funds purchased through Schwab's Mutual Fund OneSource® service (and certain other funds with no transaction fee) and held for 90 days or less. Schwab reserves the right to exempt certain funds from this fee, including Schwab Funds®, which may charge a separate redemption fee, and funds that accommodate short-term trading. For each of these trade orders placed through a broker, a $25 service charge applies. Funds are also subject to management fees and expenses.
Trades in no-load mutual funds available through Mutual Funds OneSource service (including SchwabFunds) as well as certain other funds, are available without transaction fees. For each of these trade orders placed through a broker, a $25 service charge applies. Schwab reserves the right to change the funds we make available without transaction fees and to reinstate fees on any funds. Funds are also subject to management fees and expenses.
Charles Schwab & Co., Inc., member of SIPC, receives remuneration from fund companies for record keeping, shareholder services, and other administrative services for shares purchased through its Mutual Fund OneSource service. Schwab also may receive remuneration from transaction fee fund companies for certain administrative services.
The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Morningstar Ratings do not take into account sales loads that may apply to certain third party funds. The Overall Morningstar Ratings are derived from a weighted average of the risk adjusted performance figures associated with a Fund's 3-, 5-, and 10-year (if applicable) Morningstar Rating™ metrics.
Except as noted below, all data provided by Morningstar, Inc. All rights reserved. The information contained herein is the proprietary information of Morningstar, Inc., and may not be copied or redistributed for any purpose and may only be used for noncommercial, personal purposes. The information contained herein is not represented or warranted to be accurate, correct, complete, or timely. Morningstar, Inc., shall not be responsible for investment decisions, damages, or other losses resulting from use of the information. Morningstar, Inc., has not granted consent for it to be considered or deemed an "expert" under the Securities Act of 1933. Charles Schwab Investment Management, Inc. and Charles Schwab & Co., Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.
Market data for Daily Fund (NAVs) and charts provided by Markit on Demand.
Charles Schwab Investment Management, Inc. (CSIM) is the investment advisor for Schwab Funds. Charles Schwab & Co., Inc. (Schwab), Member SIPC, is the distributor for Schwab Funds. CSIM and Schwab are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.
Environmental, social and governance (ESG) strategies implemented by mutual funds, exchange-traded funds (ETFs), and separately managed accounts are currently subject to inconsistent industry definitions and standards for the measurement and evaluation of ESG factors; therefore, such factors may differ significantly across strategies. As a result, it may be difficult to compare ESG investment products. Further, some issuers may present their investment products as employing an ESG strategy, but may overstate or inconsistently apply ESG factors. An investment product's ESG strategy may significantly influence its performance. Because securities may be included or excluded based on ESG factors rather than other investment methodologies, the product's performance may differ (either higher or lower) from the overall market or comparable products that do not have ESG strategies. Environmental ("E") factors can include climate change, pollution, waste, and how an issuer protects and/or conserves natural resources. Social ("S") factors can include how an issuer manages its relationships with individuals, such as its employees, shareholders, and customers as well as its community. Governance ("G") factors can include how an issuer operates, such as its leadership composition, pay and incentive structures, internal controls, and the rights of equity and debt holders. Carefully review an investment product's prospectus or disclosure brochure to learn more about how it incorporates ESG factors into its investment strategy.
Some of the funds on this list could be subject to sales loads, transaction fees, and early redemption fees. Please consult each fund's prospectus for a fund's specific fees, charges, investment strategy, and screening methodology.