Market Research

U.S. and International Market Research

Research & Guidance from the Schwab Experts

The Schwab Center for Financial Research (SCFR) provides individual investors with quality research and decision-making tools, including Schwab Equity Ratings® and the Mutual Fund OneSource Select List®. Schwab's experts are published in respected business and academic journals and frequently cited by the media on investing issues.

Free from hype and focused on what matters for investors, Schwab's insightful perspective and practical guidance helps clients make better investment decisions.

Schwab Market Commentary

Schwab's experts provide timely analysis focused on what matters for investors. Their insightful perspectives and practical advice help clients make better investment decisions.

Schwab Market Update

The Schwab Market Update keeps investors informed about the day's market action with new postings throughout the trading day.

Schwab Sector Views

Schwab's Sector Views represent Schwab's outlook on relative sector performance over a 3 to 6 month time horizon. The Schwab Sector Views are expressed in terms of a recommended portfolio over- or under-weighting relative to the overall market.

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Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can obtain a prospectus by visiting or calling 800-515-2157. Please read the prospectus carefully before investing

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 example above is hypothetical and provided for illustrative purposes only. It is not intended to represent a specific investment product. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. Each investor needs to review an investment for his or her own particular situation before making any investment decisions.

Schwab rates stocks using a scale of A/B/C/D/F. Schwab’s outlook is that "A" rated stocks, on average, will strongly outperform and "F" rated stocks, on average, will strongly underperform the equities market over the next 12 months. Schwab Equity Ratings are based upon a disciplined approach, systematic, approach that evaluates each stock on the basis of a wide variety of investment criteria from four broad categories: Fundamentals, Valuation, Momentum, and Risk. This approach attempts to gauge investor expectations since stock prices tend to move in the same direction as changes in investor expectations. Stocks with low and potentially improving investor expectations tend to receive the best Schwab Equity Ratings ("A" or "B" ratings), while stocks with high and potentially falling investor expectations tend to receive the worst Schwab Equity Ratings ("D" or "F" ratings). From time to time, Schwab may update the Schwab Equity Ratings methodology. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.