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Take the guesswork out of mutual fund investing.

Find the mutual funds that best complement your portfolio with powerful tools, insights, and guidance from Schwab.

See top fund picks from Schwab experts that can help to strengthen your portfolio.

Find top-performing mutual funds, including Schwab Index Funds and leading funds from third-party providers, across various categories with our Mutual Fund OneSource Select List®. Rigorously prescreened by our experts and updated each quarter, the list narrows down a universe of 20,000 mutual funds to carefully selected options. Each mutual fund has no loads or transaction fees, leaving you more money to invest.

Funds and features

  • Funds
  • Features
  • Funds
    Large-cap U.S. stock funds
  • Features
    • Invest primarily in stocks that fall in the top 70% of the U.S. market capitalization range.
    • Includes Large-cap Growth, Value, and Blend funds.  
  • Funds
    Small- and mid-cap U.S. stock funds
  • Features
    • Small-caps invest in stocks falling in the bottom 10% of the U.S. market cap range.
    • Mid-caps invest primarily in stocks that fall in the next 20% of the range above the small-cap stocks.  
  • Funds
    International stock funds
  • Features
    • Typically have less than 20% of assets invested in the United States.
    • Includes World Large Stock, Regional, and Emerging market funds.
  • Funds
    Specialty funds
  • Features
    • Concentrate investments in firms that fall into specific industries that produce related products or services.
    • In general, have a low correlation to market indices.
    • Can be more volatile than broadly diversified equity funds.
  • Funds
    Taxable bond funds
  • Features
    • Generally invest in the debt obligations issued by the U.S. Treasury, other U.S. government agencies, and U.S. corporations.
    • May invest in high-yield and foreign (non-U.S.) bonds.
  • Funds
    Tax-free bond funds
  • Features
    • Primarily invest in municipal bonds generally issued by state and local governments to fund general expenditures and public projects.
    • Investment income may be subject to certain state and local income taxes or alternative minimum tax (AMT).
  • Funds
    Additional fund categories
  • Features
    • Balanced funds invest in a mix of stocks, bonds, and cash within one fund.
    • Also includes Convertible funds and Target Date funds.

How are funds selected

How are funds selected for Schwab's Mutual Fund Select List?

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