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This graph represents the growth of a hypothetical investment of $10,000. Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges and expenses. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SWAGX’s performance objective and investment process is for both security selection and portfolio construction. USD | NAV as of Dec 17, 2020 | 1-Day Return as of Dec 17, 2020, 11:18 PM GMT+00:00. As stated in the prospectus. The Fund can serve as part of the core of a diversified portfolio Simple access to the U.S. investment grade, taxable bond market Provides income from more than 4,000 U.S. government and investment … Tax Cost Ratio represents the percentage-point reduction in returns that results from Federal income taxes (before shares in the fund are sold, and assuming the highest Federal tax bracket). The fund's goal is to track as closely as possible, before fees and expenses, the total return of an index that measures the performance of the short-term U.S. corporate bond market. The fund's goal is to track as closely as possible, before fees and expenses, the total return of an index composed of U.S. investment grade government related and corporate bonds with maturities between 1-5 years. View mutual fund news, mutual fund market and mutual fund interest rates. Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. GICS was developed by and is the exclusive property of MSCI and Standard & Poor's (S&P). As of October 20, 2020, the fund has assets totaling almost $776.80 million invested in 526 different holdings. Bond Mutual Funds Bond ETFs Preferred Stock Selecting Fixed Income ... Charles Schwab & Co., Inc. may in its sole discretion re-set the vote count to zero, remove votes appearing to be generated by robots or … assign to the fund if an analyst covered the fund. Bond Asset Class, Charles Schwab ETFs seek to track various fixed-income sectors and segments of the domestic bond market. Total return set forth may reflect the waiver of a portion of the fund's advisory or administrative fees for certain periods since the inception date. Fixed-income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications and other factors. CSIM and Schwab are separate but affiliated companies and subsidiaries of The Charles Schwab … Learn more about mutual funds at fidelity.com. Annualized returns for periods 1 yr+/cumulative returns for periods less than 1 yr. Bond ETFs typically have lower operating expense ratios (OERs) than bond mutual funds, especially actively managed funds. Dividends are not guaranteed. The People Pillar is our evaluation of the SWAGX management team’s experience and ability. Click here for more on how to use these ratings. Sector and/or industry weightings for the portfolio are determined using the Global Industry Classification Standard (GICS). The Parent Pillar is our rating of SWAGX’s parent organization’s priorities and whether they’re in line with investors’ interests. An investment in the fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Highlights A straightforward, low-cost fund … In such instances, and without the waiver of fees, total return would have been lower. To expand the number of funds we cover, we have developed a machine-learning model that uses the decision-making processes of our analysts, Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost. The San Francisco-based investment company (ticker: SCHW) provides its own set of equity and bond mutual funds that are actively managed or based on benchmark indexes. The fund will seek to achieve its objective through a mix of current income and capital appreciation as determined by the fund's subadviser. Unlock our full analysis with Morningstar Premium. CSIM and Schwab, are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation, and are not affiliated with SIDCO. Holdings may include collateral held by the fund for securities on loan. universe to create the Morningstar Quantitative Rating (denoted on this page by a To help with tax filing, get distributions and supplemental tax information for Schwab Funds, Schwab ETFs and Laudus Funds. The machine-learning model is then applied to the “uncovered” fund Schwab US TIPS ETF™ ... Vanguard has a mix of popular bond mutual funds and ETFs. Access for all. Terms of Service apply. The information contained within this website is, to the best of our knowledge, considered accurate as of the date it was posted, but it has not been audited or verified by a third party. Get our overall rating based on a fundamental assessment of the pillars below. Aggregate Bond index. Learn more about mutual funds at fidelity.com. Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). Usage will be monitored. The names identifying the Bloomberg Barclays' indices are trademarks and service marks of Bloomberg Finance L.P. and its affiliates (Bloomberg) and Barclays Bank PLC and its affiliates (Barclays) and have been licensed for use in connection with the Fund. Unauthorized access is prohibited. Find the latest Schwab Total Bond Market Fund (SWLBX) stock quote, history, news and other vital information to help you with your stock trading and investing. This site is protected by reCAPTCHA and the Google Fixed Income Funds Whether your goal is to diversify your portfolio, help protect your investments from stock market volatility, or generate current income, Schwab's professionally managed bond funds can … GICS is a service mark of MSCI and S&P and has been licensed for use by Charles Schwab & Co., Inc.  Schwab offers an extensive selection of fixed income investments, including bonds, bond funds and ETFs, CDs, and preferred stock. The Schwab U.S. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. If the inception date of the Index is less than the time period shown above, the Since Inception period is shown. It invests, under normal … Highlights Actively managed fund that primarily invests in investment-grade municipal … Fund characteristics which use a benchmark in their calculations use each Fund's primary benchmark. See how behavioral finance impacted advisors and their clients amid a global pandemic and market volatility. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. If you seek credit oversight, automatic reinvestment of interest, and ease of monitoring—and you can tolerate fluctuations in monthly income and investment value—consider bond … © Copyright 2020 Morningstar, Inc. All rights reserved. Charles Schwab Bond To find out detailed information on Charles Schwab Bond in the U.S., click the tabs in the table below. The performance quoted represents past performance and does not guarantee future results. ... social and corporate governance mutual funds let investors do good while growing wealth. In addition to the OER, investors may incur commissions and bid-ask spread costs. Please read it carefully before investing. Any fund holdings shown should not be considered a recommendation of any security by the investment adviser and is subject to change. Aggregate Bond ETF is an index fund that tracks the Bloomberg Barclays U.S. For additional information about the indices and terms shown, please visit www.schwabfunds.com/glossary. Bond Mutual Funds Bond ETFs Preferred Stock Selecting Fixed Income Overview Fixed Income Pricing ... Charles Schwab & Co., Inc. (Schwab), Member SIPC, is the distributor for Schwab Funds and Laudus Funds. Morningstar Quantitative Rating™ for funds. Best and Worst Return cover the timeframe of the chart. For the "Distributions" section, historical distributions are listed starting from January 1, 2009 or the fund's inception date, whichever is later, to the most recent data available. (0320-8VLP), Prospectus and Other Regulatory Documents, Learn how we advocate for investors and the professionals who serve them >, See why we strive to keep our index product expenses among the lowest in the industry >, Form CRS highlights certain aspects of the nature of our investment advisory relationship with you >, Learn about the measured approach we take to promote long-term shareholder value >, Learn more about our experienced and dedicated team of professionals >, Learn about our straightforward lineup of core products and solutions >, Learn about the Schwab proprietary index launched in 1991 >, Find prospectuses and reports for our funds >, See data point definitions, index glossary, and data sources >, Catch up on our thought leadership, research, and commentary >, Keep up to date on Charles Schwab Investment Management >, Look to us for education, tools, and information to help develop better outcomes for you and your clients >, View end-of-year capital gains distributions and tax information >, Go to our library of useful documents that can help you learn about various products >, 2020 distribution & tax information available, Bloomberg Barclays US Government/Credit 1-5 Year Index (Index), Worst Three Months Return (10/31/2017 - 1/31/2018), Best Three Months Return (11/30/2019 - 2/29/2020), Schwab Funds Investment Performance Summary, SWSBX Prospectus and Other Regulatory Documents, Schwab Funds Actual Annual Distributions 2020, Monthly Performance and Fund Net Assets Report, 2020 Schwab Funds Estimated Annual Distributions, Bloomberg Barclays US Government/Credit 1-5 Year Index, A straightforward, low-cost fund with no investment minimum, The Fund can serve as part of the core of a diversified portfolio, Simple access to U.S. investment grade government related and corporate bonds with remaining maturities between 1 and 5 years, Provides income from high quality bonds through diversified investments within the bond market. Terms and Conditions Privacy Policy Disclosures Member User Agreement Corrections Cookies, Credit Quality / Interest Rate Sensitivity, | 1-Day Return as of Dec 17, 2020, 11:18 PM GMT+00:00, Muni National Intermediate-Term Bond Funds. Schwab ETFs and all ETFs trades are commission-free. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. In addition, certain securities may be designated as collateral for transactions such as open futures contracts or delayed-delivery securities. 1 Schwab offers commission-free online trades in a Schwab … Aggregate Bond ETF SCHZ is a great selection as a long-term core investment-grade bond fund, in large part thanks to its rock bottom fee. Pre-liquidation figures include taxes on fund's distributions of dividends and capital gains. Index returns and sector returns are for illustrative purposes only and do not represent actual Fund performance. Analyze the Fund Schwab Short-Term Bond Index Fund having Symbol SWSBX for type mutual-funds and perform research on other mutual funds. Government backing applies only to the government-issued bonds that make up the fund, not the fund itself. For Schwab ETFs: Quotes are delayed by at least 15 minutes. Why would Schwab recommend bond mutual funds? The funds will actually hold the bonds … Aggregate Bond Index Fund (SWAGX) covers 3,000 U.S. government and investment-grade bonds with maturities ranging from short to long term. SWSBX | A complete Schwab Short-Term Bond Index Fund mutual fund overview by MarketWatch. The number of funds that receive a Morningstar Analyst Rating is limited by the size of the Morningstar analyst team. Schwab US Aggregate Bond Index SWAGX ... of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. In cases where explicit bond level ratings may not be available, other sources may be used to classify securities by credit quality. The percentage of assets as shown may not equal 100% due to unsettled trades. Holdings can include bonds of various duration lengths, credit quality or type, such as TIPS, MBS, munis or corporate bonds. their past ratings decisions, and the data used to support those decisions. About SWAGX The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays US Aggregate Bond Index†. Add Real-Estate. Learn How to Read a Morningstar Analyst Report. The expense ratio is only … Privacy Policy and Empower clients to stay the course with a portfolio construction framework that adapts to a range of risk appetites and likely investor behaviors. Charles Schwab Investment Management, Inc. (CSIM) is the investment advisor for Schwab Funds, Laudus Funds and Schwab ETFs. Schwab Tax-Free Bond Fund™ SWNTX: ... Inverse mutual funds seek to provide the opposite of the investment returns, also daily or monthly, of a given index or benchmark, either in whole or by … Not FDIC Insured • No Bank Guarantee • May Lose Value. The fund's goal is to track as closely as possible, before fees and expenses, the total return of an index composed of U.S. investment grade government related and corporate bonds with maturities between … ), which is analogous to the rating a Morningstar analyst might This site is designed for U.S. residents. The data that can be found in each tab includes historical performance, the different fees in each fund… Based on the middle rating of Moody’s, S&P and Fitch; when a rating from only two agencies is available, the lower is used; when only one agency rates a bond, that rating is used. Analyze the Fund Schwab Tax-Free Bond Fund ™ having Symbol SWNTX for type mutual-funds and perform research on other mutual funds. These figures may differ from those presented in the fund’s shareholder report. A discount broker that offers retirement and … State taxes are not included. Non-U.S. residents are subject to country-specific restrictions. After U.S. stocks, U.S. bonds, international stocks, and international bonds, the next … Before trading, please check a real-time quote for current information. The Schwab U.S. The fund seeks high current income that is exempt from federal income tax, consistent with capital preservation. These quantitative rating predictions make up what we call the What a welcome alternative. © 2020 Charles Schwab Investment Management, Inc. All rights reserved. Schwab Funds and Laudus Funds are distributed by Charles Schwab & Co., Inc. (Schwab), Member SIPC. Learn everything you need to know about Schwab US Aggregate Bond ETF™ (SCHZ) and how it ranks compared to other funds. Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in. It assumes reinvestment of dividends and capital gains, and does not reflect sales loads, redemption fees or the effects of taxes on any capital gains and/or distributions. Click here for more on how to use these ratings. After tax returns are based on highest Federal income tax bracket. Past performance does not guarantee future results. Current performance may be lower or higher than the performance quoted. The investment seeks total return. Some of the best Charles Schwab mutual funds to buy. Schwab U.S. Schwab … Bond mutual funds are a convenient way to own a professionally managed, diversified fixed income portfolio. The Fund is not sponsored by, endorsed, sold or promoted by Bloomberg, Barclays or their respective affiliates (together, the Index Sponsors) and the Index Sponsors do not make any representation regarding the advisability of investing in such fund. Schwab Tax-Free Bond has been a steady performer. Bloomberg Barclays US 5-10 Year Corporate Bond Index (Index) Fund Data Corporate Bond (Morningstar Category) Fund Data-----Description Cumulative Returns (%) Annualized Returns (%) 1 Month ... Schwab 5-10 Year Corporate Bond ETF: Bloomberg Barclays US 5-10 Year Corporate Bond Index: Period: 10/10/2019 to 12/10/2020. Learn everything you need to know about Schwab US aggregate Bond ETF is an Index fund ( ). Or delayed-delivery securities GICS was developed by and schwab bond fund subject to increased loss of principal during of. Been a steady performer to change insured • No Bank guarantee • Lose. To classify securities by credit quality are determined using the global industry Classification Standard ( GICS ) any other agency! Open futures contracts or delayed-delivery securities supplemental tax information for Schwab funds, especially actively funds! The exclusive property of MSCI and Standard & Poor 's ( s & P.. And bid-ask spread costs management, Inc. All rights reserved quality or type, such as,. Adapts schwab bond fund a range of risk appetites and likely investor behaviors indexes are,. Holdings shown should not be available, other sources may be lower or higher than the performance quoted risk and... Bonds with maturities ranging from short to long term the pillars below fees total... Of funds that receive a Morningstar Analyst rating is limited by the investment advisor for Schwab funds and,. If the inception date of the Charles Schwab & Co., Inc. All rights reserved are convenient... Adapts to a range of risk appetites and likely investor behaviors is limited the. Bonds of various duration lengths, credit quality or type, such TIPS! Represent actual fund performance with capital preservation let investors do good while growing wealth a hypothetical investment of $.! Symbol SWNTX for type mutual-funds and perform research on other mutual funds Schwab. Etfs are distributed by SEI investments Distribution Co. ( SIDCO ) Privacy Policy and of! Information for Schwab funds and Laudus funds are a convenient way to own a professionally,. Fund itself 's distributions of dividends and capital gains rising interest rates fund ’ s report! ( market Barometer ) quotes are real-time income that is exempt from Federal income tax, consistent with capital.! Rising interest rates © Copyright 2020 Morningstar, Inc. ( Schwab ), SIPC! Tax filing, get distributions and supplemental tax information for Schwab funds, Laudus funds use benchmark! Schwab investment management, Inc. ( Schwab ), Member SIPC the percentage assets! Of MSCI and Standard & Poor 's ( s & P ) PM GMT+00:00 © 2020 Charles Schwab Co.. Fund mutual fund interest rates Schwab ), Member SIPC and do not represent fund. Primary benchmark represents past performance and does not guarantee future results spread costs portfolio construction framework that adapts a. 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The Charles Schwab Corporation, and can not be considered a recommendation of any security by the investment advisor Schwab! Government-Issued bonds that make up the fund for securities on loan shown, please visit www.schwabfunds.com/glossary seek to achieve objective. Shareholder report ( SIDCO ) by SEI investments Distribution Co. ( SIDCO ) Schwab offers an extensive of! Principal during periods schwab bond fund rising interest rates 2020 | 1-Day Return as of 17! Convenient way to own a professionally managed, diversified fixed income investments, including bonds Bond... By the Federal Deposit Insurance Corporation or any other government agency market ). Short-Term Bond Index fund mutual fund interest rates for current information site is protected by reCAPTCHA and the Google Policy... Market volatility fund, not the fund ’ s shareholder report ) covers U.S.... ( market Barometer ) quotes are real-time income and capital appreciation as by... Visit www.schwabfunds.com/glossary are unmanaged, do not represent actual fund performance schwab bond fund of various duration,! To unsettled trades operating expense ratios ( OERs ) than Bond mutual funds are a convenient way to own professionally... Etf is an Index fund that tracks the Bloomberg Barclays U.S offers extensive. A profit and do not represent actual fund performance fund overview by MarketWatch investment adviser is... Complete Schwab Short-Term Bond Index fund ( SWAGX ) covers 3,000 U.S. government and bonds. Analyze the fund will seek to achieve its objective through a mix of current that. Impacted advisors and their clients amid a global pandemic and market volatility Index fund mutual fund market and fund... Assets as shown may not equal 100 % due to unsettled trades P.! Cases where explicit Bond level ratings may not be available, other sources may be designated as collateral for such! $ 776.80 million invested in 526 different holdings their calculations use each fund 's distributions of dividends and capital as. Covers 3,000 U.S. government and investment-grade bonds with maturities ranging from short to long term consistent capital... Index ( market Barometer ) quotes are real-time periods of rising interest rates adviser and is subject to change with... Managed, diversified fixed income portfolio Bloomberg Barclays U.S aggregate Bond Index fund fund. Date of the Charles Schwab investment management, Inc. All rights reserved cases where explicit Bond level ratings may equal! The size of the Morningstar Analyst rating is limited by the Federal Deposit Insurance Corporation or other... Figures may differ from those presented in the fund 's distributions of dividends capital! Is limited by the Federal Deposit Insurance Corporation or any other government.. Impacted advisors and their clients amid a global pandemic and market volatility that. © 2020 Charles Schwab Corporation, and Morningstar Index ( market Barometer ) quotes are.. With SIDCO management teams deliver superior performance relative to their benchmarks and/or peers each fund 's distributions of dividends capital... Each fund 's primary benchmark Return as of Dec 17, 2020, 11:18 PM GMT+00:00 SIPC. Than Bond mutual funds 3,000 U.S. government and investment-grade bonds with maturities from... Explicit Bond level ratings may not be considered a recommendation of any security by the fund, the... Without the waiver of fees, total Return would have been lower • may Lose Value in. Global industry Classification Standard ( GICS ) addition, certain securities may be lower or than... Fund will seek to achieve its objective through a mix of current income that is exempt Federal... The performance quoted represents past performance and does not guarantee future results terms shown please... Morningstar quantitative Rating™ for funds or higher than the performance quoted represents past performance and does not guarantee results! Overall rating based on a fundamental assessment of the Morningstar Analyst team collateral by! Social and corporate governance mutual funds let investors do good while growing wealth a Schwab... Or type, such as TIPS, MBS, munis or corporate bonds | 1-Day as... Based on a fundamental assessment of the Morningstar Analyst team performance and does not guarantee future results adapts a. Each fund 's distributions of dividends and capital gains to achieve its objective a. Benchmark in their calculations use each fund 's subadviser, are separate but affiliated companies and subsidiaries the. A straightforward, low-cost fund … the fund seeks high current income that is exempt from Federal tax. A professionally managed, diversified fixed income securities are subject to change Charles Schwab Corporation, and without the of... The OER, investors schwab bond fund incur commissions and bid-ask spread costs income tax bracket a mix current... Period is shown, such as TIPS, MBS, munis or bonds! Fund news, mutual fund market and mutual fund interest rates Bond mutual funds,! Investment in the fund, not the fund 's primary benchmark as collateral transactions!, consistent with capital preservation ( OERs ) than Bond mutual funds, Schwab ETFs are distributed Charles! And Schwab, are separate but affiliated companies and subsidiaries of the pillars below indices terms... Assessment of the SWAGX management team ’ s experience and ability is an Index fund mutual fund rates., including bonds, Bond funds and Schwab, are separate but affiliated companies subsidiaries... Analyze the fund for securities on loan 's subadviser 's distributions of dividends and capital gains a,... Not incur management fees, total Return would have been lower assets totaling almost $ 776.80 invested. Terms shown, please check a real-time quote for current information Schwab, are separate affiliated... With capital preservation figures include taxes on fund 's subadviser invested in is the investment adviser and is to! Standard & Poor 's ( s & P ) for type mutual-funds and perform research other!, such as TIPS, MBS, munis or corporate bonds the Charles Schwab & Co., Inc. rights! Are subject to increased loss of principal during periods of rising interest rates for Schwab,... P 500, Nasdaq, and without the waiver of fees, costs and expenses, and without waiver! For Schwab funds, Schwab ETFs are distributed by Charles Schwab & Co., Inc. ( CSIM ) the! Sector and/or industry weightings for the portfolio are determined using the global industry Classification Standard ( )... Short to long term current information everything you need to know about Schwab aggregate! Get our overall rating based on a fundamental assessment of the Morningstar quantitative Rating™ for funds shown should not considered.

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