Charles Schwab is one of the largest and most respected investment firms in the world. With a wide range of mutual funds, it can be difficult to decide which ones are the best for your portfolio. To help you make an informed decision, we’ve compiled a list of the 7 best Charles Schwab mutual funds.
1. Schwab Total Stock Market Index Fund (SWTSX): This fund is a great choice for investors looking for broad exposure to the U.S. stock market. It tracks the Dow Jones U.S. Total Stock Market Index, which includes large, mid, and small-cap stocks. The fund has a low expense ratio of 0.03%, and it has a five-star Morningstar rating.
2. Schwab U.S. Large-Cap Growth ETF (SCHG): This ETF is a great choice for investors looking for exposure to large-cap growth stocks. It tracks the Dow Jones U.S. Large-Cap Growth Total Stock Market Index, which includes stocks of companies with market capitalizations of more than $10 billion. The fund has a low expense ratio of 0.04%, and it has a five-star Morningstar rating.
3. Schwab U.S. Dividend Equity ETF (SCHD): This ETF is a great choice for investors looking for exposure to dividend-paying stocks. It tracks the Dow Jones U.S. Dividend 100 Index, which includes stocks of companies that have paid dividends for at least 10 consecutive years. The fund has a low expense ratio of 0.06%, and it has a four-star Morningstar rating.
4. Schwab U.S. Small-Cap ETF (SCHA): This ETF is a great choice for investors looking for exposure to small-cap stocks. It tracks the Dow Jones U.S. Small-Cap Total Stock Market Index, which includes stocks of companies with market capitalizations of less than $2 billion. The fund has a low expense ratio of 0.07%, and it has a four-star Morningstar rating.
5. Schwab International Equity ETF (SCHF): This ETF is a great choice for investors looking for exposure to international stocks. It tracks the FTSE Developed ex-U.S. Index, which includes stocks of companies in developed markets outside of the U.S. The fund has a low expense ratio of 0.08%, and it has a four-star Morningstar rating.
6. Schwab Emerging Markets Equity ETF (SCHE): This ETF is a great choice for investors looking for exposure to emerging markets stocks. It tracks the FTSE Emerging Index, which includes stocks of companies in emerging markets. The fund has a low expense ratio of 0.14%, and it has a four-star Morningstar rating.
7. Schwab U.S. REIT ETF (SCHH): This ETF is a great choice for investors looking for exposure to real estate investment trusts (REITs). It tracks the Dow Jones U.S. Select REIT Index, which includes stocks of REITs. The fund has a low expense ratio of 0.07%, and it has a four-star Morningstar rating.
These seven Charles Schwab mutual funds are some of the best available. They offer a wide range of exposure to different asset classes, and they all have low expense ratios and strong Morningstar ratings. Whether you’re a beginner or an experienced investor, these funds can help you build a diversified portfolio.
