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  • Mutual Funds Overview
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  • Understanding Mutual Funds

Investor Information

Want to know more about mutual funds managed by Schwab Asset Management? Find the information you need with prospectuses, reports, tax information, and proxy voting information for each fund.

Schwab Funds

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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 Investor Information. Please read the prospectus carefully before investing.

^ Effective September 12, 2022, the fund changed its name from Schwab Monthly Income Fund – Enhanced Payout to Schwab Monthly Income Fund – Flexible Payout.

^^ Effective September 12, 2022, the fund changed its name from Schwab Monthly Income Fund – Maximum Payout to Schwab Monthly Income Fund – Income Payout.

^^^ Effective September 12, 2022, the fund changed its name from Schwab Monthly Income Fund – Moderate Payout to Schwab Monthly Income Fund – Target Payout.

** Effective July 1, 2021, the fund changed its name from Schwab High Yield Municipal Bond Fund to Schwab Opportunistic Municipal Bond Fund.

†† Effective February 25, 2022, the fund changed its name from Laudus U.S. Large Cap Growth Fund to Schwab Select Large Cap Growth Fund.

††† Effective February 25, 2022, the fund changed its name from Laudus International MarketMasters Fund to Schwab International Opportunities Fund.

You could lose money by investing in the Schwab Money Funds. All Schwab Money Funds with the exception of Schwab Variable Share Price Money Fund seek to preserve the value of your investment at $1.00 per share, but cannot guarantee they will do so. Because the share price of Schwab Variable Share Price Money Fund will fluctuate, when you sell your shares they may be worth more or less than what you originally paid for them. All Schwab Money Funds with the exception of Schwab Government Money Fund, Schwab Retirement Government Money Fund, Schwab U.S. Treasury Money Fund, Schwab Treasury Obligations Money Fund and Schwab Government Money Market Portfolio may impose a fee upon the sale of your shares or may temporarily suspend your ability to sell shares if the Fund's liquidity falls below required minimums because of market conditions or other factors. An investment in the Schwab Money Funds is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Schwab Money Funds' sponsor has no legal obligation to provide financial support to the Funds, and you should not expect that the sponsor will provide financial support to the Funds at any time.

Schwab is a registered trademark of Charles Schwab & Co., Inc. Fundamental Index is a registered trademark of Research Affiliates LLC.

Schwab Asset Management is the dba name for Charles Schwab Investment Management, Inc, the investment advisor for Schwab Funds. Schwab Funds are distributed by Charles Schwab & Co., Inc. (Schwab) Member SIPC. Charles Schwab Investment Management, Inc. and Schwab are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.

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Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co. Inc. (Member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents, Charles Schwab Hong Kong clients, Charles Schwab U.K. clients.

© 2024 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. Unauthorized access is prohibited. Usage will be monitored.

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