Mutual Fund Finder

Last update: 31-Mar-2013
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
Schwab International Core Equity SICNX Foreign Large Blend Schwab Funds 5.54% 5.54% 8.05% N/A
Schwab Target 2040 SWERX Target Date 2036-2040 Schwab Funds 8.1% 8.1% 10.95% 6.44%
Schwab Target 2020 SWCRX Target Date 2016-2020 Schwab Funds 5.44% 5.44% 9.39% 5.46%
Schwab Target 2025 SWHRX Target Date 2021-2025 Schwab Funds 6.28% 6.28% 9.98% 6.37%
Schwab Target 2035 SWIRX Target Date 2031-2035 Schwab Funds 7.61% 7.61% 10.66% 6.53%
Schwab Target 2015 SWGRX Target Date 2011-2015 Schwab Funds 4.32% 4.32% 8.44% 4.87%
Schwab Dividend Equity SWDSX Large Value Schwab Funds 11.45% 11.45% 12.19% 5.9%
Schwab Fdmtl US Lg Co Idx SFLNX Large Value Schwab Funds 12.76% 12.76% 12.92% 8.21%
Schwab MarketTrack Growth Investor SWHGX Aggressive Allocation Schwab Funds 7.41% 7.41% 9.44% 4.76%
Schwab Balanced SWOBX Moderate Allocation Schwab Funds 5.93% 5.93% 9.01% 5.51%
Schwab Tax-Free Bond SWNTX Muni National Interm Schwab Funds -0.49% 0.62% 5.73% 6.82%
Schwab Monthly Income Enh Payout SWKRX Retirement Income Schwab Funds 1.83% 1.83% 6.44% 4.68%
Schwab Monthly Income Mod Payout SWJRX Retirement Income Schwab Funds 3.15% 3.15% 7.43% 4.83%
Schwab Core Equity Inv SWANX Large Blend Schwab Funds 10.25% 10.25% 10.91% 5.14%
Schwab Treasury Inflation Protected Secs SWRSX Inflation-Protected Bond Schwab Funds -1.4% -0.66% 7.98% 5.19%
Laudus Small-Cap MarketMasters Select SWMSX Small Growth Schwab Funds 10.98% 7.11% 12.41% 5.98%
Schwab MarketTrack All Equity Investor SWEGX Large Blend Schwab Funds 8.91% 8.91% 10.21% 4.28%
Schwab Monthly Income Max Payout SWLRX Retirement Income Schwab Funds 0.61% 0.61% 4.83% 4.03%
Schwab Global Real Estate SWASX Global Real Estate Schwab Funds 6.36% 2.67% 13.03% 2.61%
Schwab MarketTrack Conservative Investor SWCGX Conservative Allocation Schwab Funds 3.58% 3.58% 7.18% 4.42%
Schwab Fdmtl US Sm Co Idx SFSNX Small Blend Schwab Funds 12.59% 12.59% 13.12% 10.5%
Schwab Target 2010 SWBRX Target Date 2000-2010 Schwab Funds 3.54% 3.54% 7.66% 3.9%
Schwab Fdmtl Emerg Mkts Lg Co Idx SFENX Diversified Emerging Mkts Schwab Funds -4.0% -4.0% 0.48% 0.57%
Schwab International Index SWISX Foreign Large Blend Schwab Funds 4.35% 4.35% 5.13% -0.8%
Schwab Fdmtl Intl Lg Co Idx SFNNX Foreign Large Value Schwab Funds 2.02% 2.02% 2.29% -1.3%
Schwab Intermediate-Term Bond SWIIX Intermediate-Term Bond Schwab Funds 0.01% 0.04% 4.53% 5.18%
Schwab Small Cap Index SWSSX Small Blend Schwab Funds 12.36% 12.36% 13.91% 9.39%
Schwab Premier Equity SWPSX Large Value Schwab Funds 7.76% 10.17% 10.96% -1.17%
Schwab Total Bond Market SWLBX Intermediate-Term Bond Schwab Funds -0.44% -0.23% 5.01% 3.1%
Schwab Target 2045 SWMRX Target Date 2041-2045 Schwab Funds N/A N/A N/A N/A
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