Charles Schwab Mutual Funds
Charles Schwab Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 2 of 2 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
Schwab Fundamental US Large Company Idx | SFLNX | Large Value | 17.39% | 30 | 0.250% | Low | No Load | $0 | ||
Schwab® S&P 500 Index | SWPPX | Large Blend | 21.83% | 25 | 0.020% | Low | No Load | $0 |
Charles Schwab Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank