Mutual Fund Research
Mutual Fund Quotes & Research Tools
New Screen

Choose Criteria

  • Basic Criteria
    • Fund Characteristics
      • Fund Company 
      • Fund Category 
      • Market Cap/Style 
      • Distribution Yield 
      • Index Funds 
      • Fund of Funds 
      • Socially Responsible 
        Socially Responsible Investing

        Socially Responsible Investing is the umbrella term Schwab uses to encompass some of the common investment approaches that incorporate environmental and social considerations:

        • Values-based investing, which is an investment approach that excludes certain sectors or types of companies, such as tobacco, firearms, or fossil fuels companies.
        • ESG investing, which considers environmental, social, and governance factors when determining the future risk and return of investments.
        • Impact investing, which explicitly deploys investment dollars in an effort to directly achieve desired outcomes. Examples include financing loans to low-income homebuyers, funding projects to reduce air pollution at factories, and buying stock in a company in an effort to put positive shareholder initiatives on proxy ballots.


      • Inception Date 
      • Net Expense Ratio 
      • Gross Expense Ratio 
      • Total Return (3 Yr) 
    • Morningstar Rating
      • Morningstar Overall 
    • Funds At Schwab
      • Fees/Loads 
      • Schwab Select List 
    • Search By
      • Top Ten Holdings 
      • Fund Strategy 
      • Open to New Investors 
  • Ratings
    • Morningstar
      • Morningstar Overall 
      • Morningstar 3 Year 
      • Morningstar 5 Year 
      • Morningstar 10 Year 
      • Morningstar Risk Level 
      • Morningstar Return Level 
  • Risk Analysis
    • Beta 
    • Standard Deviation 
    • Sharpe Ratio 
    • Tax Cost Ratio 
  • Performance
    • Total Return
      • 3 Month 
      • 6 Month 
      • Year to Date 
    • Average Annual Return
      • 1 Year 
      • 3 Year 
      • 5 Year 
      • 10 Year 
      • Since Inception 
    • Return vs. Benchmark
      • 3 Month 
      • 6 Month 
      • 1 Year 
      • 3 Year 
      • 5 Year 
      • 10 Year 
      • Year to Date 
  • Bonds
    • Average Effective Duration 
    • Average Maturity 
  • Portfolio Mgmt & Fees
    • Minimum Investment 
    • Automatic Investment Plan 
    • Manager Tenure 
    • Fund Assets 
    • Portfolio Turnover 
    • Front Load 
    • 12b-1 Fees 
    • Short-term Redemption Fee 
  • Sector Exposure
    • Communication Services 
    • Consumer Discretionary 
    • Consumer Staples 
    • Energy 
    • Financials 
    • Health Care 
    • Industrials 
    • Information Technology 
    • Materials 
    • Real Estate 
    • Utilities 

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 World 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.

  • Socially Responsible Mutual Funds

    Mutual Funds that invest in Socially Responsible Investments. Use the Fund Category criteria to refine the search.

Expand/ Collapse

Screen Results

(150 Screen Results)
Save Screen Modify Criteria

Net Expense Ratio: Less than or equal to .15; Distribution Yield: empty; Total Return vs. Benchmark (YTD): empty;

View by:
Screen Criteria
  • Screen Criteria
  • Basic Criteria
  • Fund Strategy
  • Ratings
  • Risk Analysis
  • Performance
  • Bonds
  • Portfolio Mgmt & Fees
  • Sector Exposure
Advanced Sort

Viewing 1-20 of 150 matches

BUBIXBaird Ultra Short Bond Fund In...
LIBKXBlackRock LifePath® Index 2025...
LINKXBlackRock LifePath® Index 2030...
LIJKXBlackRock LifePath® Index 2035...
LIKKXBlackRock LifePath® Index 2040...
LIHKXBlackRock LifePath® Index 2045...
LIPKXBlackRock LifePath® Index 2050...
LIVKXBlackRock LifePath® Index 2055...
LIZKXBlackRock LifePath® Index 2060...
LIWKXBlackRock LifePath® Index 2065...
LIRKXBlackRock LifePath® Index Reti...
DBIRXBNY Mellon Bond Market Index F...
BRLIXBridgeway Blue Chip Fund
FXAIXFidelity® 500 Index Fund
FPADXFidelity® Emerging Markets Ind...
FSMAXFidelity® Extended Market Inde...
FFNOXFidelity® Four-in-One Index Fu...
FSGGXFidelity® Global ex U.S. Index...
FIPDXFidelity® Inflation-Protected ...
FUAMXFidelity® Intermediate Treasur...
Net Expense Ratio
Distribution Yield
Total Return (YTD)
Next Steps

Viewing 1-20 of 150 matches

Showper page
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.
New to Schwab?
  or call 800-435-4000
Already a Schwab Client?
  to view our full client offering

Data source identification

Schwab's Financial and Other Relationships with Mutual Funds

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 and Laudus Funds. Charles Schwab & Co., Inc. (Schwab), Member SIPC, is the distributor for Schwab Funds and Laudus Funds. CSIM and Schwab are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.

(0911-5805, 0917-7498, 0618-84HV, 0620-0V9P)