Investment options and fund fact sheets

Investment in the Funds involves a certain amount of risk and is suitable only for individuals who fully understand and are capable of bearing the risks of an investment in the Funds. To review important information regarding the risks of investing, visit the Risks of Investing page.

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Target Date Funds


Target Date Fund-Income
Target Date Fund-2020
Target Date Fund-2025
Target Date Fund-2030
Target Date Fund-2035
Target Date Fund-2040
Target Date Fund-2045
Target Date Fund-2050
Target Date Fund-2055
Target Date Fund-2060
Target Date Fund-2065

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Core Investment Funds — Managed Funds (active management):


Short-Term Investments:
Short Term Investment Fund-Cash
Short Term Investment Fund

Bonds:
Bond Fund

Diversified Real Return:
Diversified Real Return Fund

Balanced:
Socially Responsible Fund

Stocks:
Large Cap Fund
Mid Cap Fund
International Fund
Small Cap Fund

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Core Investment Funds — Index Funds (passive management):


Bonds:
Bond Index Fund

Stocks:
Large Cap Index Fund
Mid Cap Index Fund
International Index Fund
Small Cap Index Fund
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Determine the best investment options for you.
Interested in a larger array of investments including mutual funds, individual stocks, bonds and a variety of other options? Check out our Schwab Personal Choice Retirement Account® (PCRA)/Self-Directed Brokerage Option.