3 Best Schwab Mutual Funds To Add To Your Portfolio

By Zacks Investment ResearchStock MarketsDec 14, 2017 08:59PM ET

www.investing.com/analysis/3-best-schwab-mutual-funds-to-add-to-your-portfolio-200273568

3 Best Schwab Mutual Funds To Add To Your Portfolio

By Zacks Investment Research | Dec 14, 2017 08:59PM ET

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Founded in 1989, Charles Schwab (NYSE:SCHW) Investment Management, Inc. provides diverse investment products to its clients, including institutional and private investors. Charles Schwab Investment’s assets under management were more than $320 billion as of Sept 30, 2017. The company has been in business for more than 25 years and is presently the third largest provider of index mutual funds.

Schwab Investment offers a variety of products including money market funds, ETFs, index funds and asset allocation funds. The main objective of the company is to provide effective investment solutions that fulfill the needs of its investors. With its experienced workforce, the company has been able to offer the best opportunities worldwide.

Below we share with you three top-ranked Schwab mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of funds.

Schwab Core Equity SWANX seeks appreciation of capital for the long run. SWANX invests a bulk of its assets in equity securities of domestic companies. The fund generally targets companies with market cap of more than $500 million. It seeks to maintain a portfolio of companies whose performance is expected to beat that of the broader S&P 500 index in the long run. Schwab Core Equity has three-year annualized returns of 10.8%.

As of September 2017, SWANX held 151 issues, with 3.51% of its assets invested in Apple Inc (NASDAQ:AAPL).

Schwab Treasury Inflation Protected Securities Index SWRSX aims to track the yield as well as price performance of Bloomberg Barclays (LON:BARC) U.S. Treasury Inflation Protected Securities (TIPS) Index (Series-L) SM. SWRSX invests heavily in securities of those companies included in the index. Schwab Treasury Inflation Protected Securities Indexhas three-year annualized returns of 1.6%.

Garret Herfkens is one of the fund managers of SWRSX since 2016.

Schwab Global Real Estate SWASX invests the bulk of its assets in common stocks of companies related to the real estate sector. SWASX may also invest in real estate investment trusts. The fund may also invest in derivative instruments like options, swaps and futures which are based on the real estate industry. Schwab Global Real Estate has three-year annualized returns of 7.4%.

SWASX has an expense ratio of 1.05% as compared with the category average of 1.41%.

To view the Zacks Rank and past performance of all Schwab mutual funds, investors can click here to see the complete list of Schwab funds.

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3 Best Schwab Mutual Funds To Add To Your Portfolio

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