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        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.

        0620-0V9P

         
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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 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.

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Screen Results

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Fund Category: empty;; Socially Responsible: Yes; Fees/Loads: All fund at Schwab; Open to New Investors: Yes; Morningstar Overall: empty; Gross Expense Ratio: empty; Ince...

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Advanced Sort

Viewing 1-20 of 280 matches

Symbol
Description
SSIAX1919 Socially Responsive Balan...
ALTFXAB Sustainable Global Thematic...
AWPAXAB Sustainable International T...
GIGAXAberdeen Emerging Markets Sust...
JETAXAberdeen Global Equity Impact ...
JETIXAberdeen Global Equity Impact ...
BJBIXAberdeen International Sustain...
GXXAXAberdeen U.S. Sustainable Lead...
GGLIXAberdeen U.S. Sustainable Lead...
MLSAXAberdeen U.S. Sustainable Lead...
ACASXAccess Capital Community Inves...
ACATXAccess Capital Community Inves...
ACCSXAccess Capital Community Inves...
SPEGXAlger Responsible Investing Fu...
AMIDXAmana Mutual Funds Trust Devel...
AMDWXAmana Mutual Funds Trust Devel...
AMIGXAmana Mutual Funds Trust Growt...
AMAGXAmana Mutual Funds Trust Growt...
AMINXAmana Mutual Funds Trust Incom...
AMANXAmana Mutual Funds Trust Incom...
Fund Category
Morningstar Category
Socially Responsible
Fees/Loads
Open to New Investors
Status Description
Morningstar Overall
Gross Expense Ratio
Inception Date
Fund Assets
Total Return (YTD)
 
AdditionalAllocation--50% to 70% EquityYesYesOpen5 Stars1.16%11/06/1992$716.4M8.02%
InternationalWorld Large-Stock GrowthYesYesOpen3 Stars1.07%03/01/1982$2.3B10.02%
InternationalForeign Large GrowthYesYesOpen2 Stars1.13%06/02/1994$797.9M4.39%
InternationalDiversified Emerging MktsYesYesOpen4 Stars1.49%08/30/2000$232.4M4.29%
InternationalWorld Large-Stock GrowthYesYesOpen2 Stars1.92%05/04/2005$72.3M9.77%
InternationalWorld Large-Stock GrowthYesNo Load, Transaction FeeYesOpen2 Stars1.61%05/04/2005$72.3M9.90%
InternationalForeign Large BlendYesYesOpen2 Stars1.71%10/04/1993$142.5M6.43%
Large capLarge GrowthYesYesOpen2 Stars1.26%06/30/2000$473.3M10.46%
Large capLarge GrowthYesNo Load, Transaction FeeYesOpen2 Stars1.01%06/29/2004$473.3M10.65%
Small/mid-capSmall GrowthYesYesOpen4 Stars2.13%10/31/2001$16.1M12.12%
Taxable BondIntermediate GovernmentYesYesOpen2 Stars0.91%01/29/2009$731.5M-0.44%
Taxable BondIntermediate GovernmentYesNo Load, Transaction FeeYesOpen--0.60%03/12/2019$731.5M-0.24%
Taxable BondIntermediate GovernmentYesNo Load, Transaction FeeYesOpen3 Stars0.52%06/23/1998$731.5M-0.38%
Large capLarge GrowthYesYesOpen3 Stars1.36%12/04/2000$91.8M13.21%
InternationalDiversified Emerging MktsYesNo Load, Transaction FeeYesOpen3 Stars1.21%09/25/2013$71.5M6.95%
InternationalDiversified Emerging MktsYesYesOpen3 Stars1.34%09/28/2009$71.5M6.83%
Large capLarge GrowthYesNo Load, Transaction FeeYesOpen4 Stars0.76%09/25/2013$3.2B13.99%
Large capLarge GrowthYesYesOpen3 Stars0.99%02/03/1994$3.2B13.88%
Large capLarge BlendYesNo Load, Transaction FeeYesOpen2 Stars0.81%09/25/2013$1.6B10.62%
Large capLarge BlendYesYesOpen2 Stars1.04%06/23/1986$1.6B10.50%
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Viewing 1-20 of 280 matches

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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.
 
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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.

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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.

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