Mutual Funds & ETFs
Change of Management: What to Do When a Fund Manager Leaves
August 10, 2018
Should you sell a fund when its management team changes?
August 10, 2018
Should you sell a fund when its management team changes?
Taking the Long View
by Charles Schwab
August 10, 2018
The Schwab 1000® Index offers a look back over the past 26 years.
by Charles Schwab
August 10, 2018
The Schwab 1000® Index offers a look back over the past 26 years.
ETF vs. Mutual Fund: It Depends on Your Strategy
by Michael Iachini
June 27, 2018
Support your strategy and portfolio by knowing when to invest in exchange-traded funds (ETFs), index funds, and actively managed mutual funds.
by Michael Iachini
June 27, 2018
Support your strategy and portfolio by knowing when to invest in exchange-traded funds (ETFs), index funds, and actively managed mutual funds.
Socially Responsible Investing Comes of Age
by Michael Iachini
April 19, 2018
The twin goals of doing good and doing well have never been more aligned.
by Michael Iachini
April 19, 2018
The twin goals of doing good and doing well have never been more aligned.
Help Your College Grad Become an Investor
April 17, 2018
Looking for a meaningful college graduation present? Consider opening up the world of investing.
April 17, 2018
Looking for a meaningful college graduation present? Consider opening up the world of investing.
Are Stock Splits a Thing of the Past?
February 16, 2018
Why stock splits are on the decline—and what it means for investors.
February 16, 2018
Why stock splits are on the decline—and what it means for investors.
What’s in Your “Total” Bond Fund?
by Kathy A Jones
February 16, 2018
Your “total” bond fund might be riskier than you think.
by Kathy A Jones
February 16, 2018
Your “total” bond fund might be riskier than you think.
Why Invest in Actively Managed Mutual Funds?
February 16, 2018
Despite the rise of index funds, actively managed funds may still make sense for a lot of investors.
February 16, 2018
Despite the rise of index funds, actively managed funds may still make sense for a lot of investors.
Too Much of a Good Thing: What Happens When an ETF Outgrows Its Underlying Index?
by Emily Doak
November 10, 2017
What happens when an ETF goes from tracking the market to moving the market?
by Emily Doak
November 10, 2017
What happens when an ETF goes from tracking the market to moving the market?
Is Your State-Specific Muni-Bond Fund Investing Across State Lines?
by Cooper J Howard
November 10, 2017
Why state-specific muni-bond funds invest across state lines—and why it matters.
by Cooper J Howard
November 10, 2017
Why state-specific muni-bond funds invest across state lines—and why it matters.
Should You Hold Bonds or Bond Funds When Interest Rates Rise?
by Rob Williams
October 12, 2017
Bond investing in a rising interest rate environment requires careful thought. Here are some things to consider about bonds and bond funds.
by Rob Williams
October 12, 2017
Bond investing in a rising interest rate environment requires careful thought. Here are some things to consider about bonds and bond funds.
Innovations in Indexing—How the Schwab 1000 Tracks the Market
October 11, 2017
For more than 25 years, the Schwab 1000 Index® has captured the growth of America’s largest stocks, placing Schwab at the forefront of indexing.
October 11, 2017
For more than 25 years, the Schwab 1000 Index® has captured the growth of America’s largest stocks, placing Schwab at the forefront of indexing.
Are ETFs Dangerous?
by Anthony Davidow
August 23, 2017
ETFs’ rapid growth has some market observers wondering if they pose a risk to the market. We don’t think so.
by Anthony Davidow
August 23, 2017
ETFs’ rapid growth has some market observers wondering if they pose a risk to the market. We don’t think so.
Quiz: How Much Do You Know About Index Funds?
May 11, 2017
There’s more than meets the eye to these ubiquitous investment vehicles.
May 11, 2017
There’s more than meets the eye to these ubiquitous investment vehicles.
Bank Loan Funds: Why Now?
February 17, 2017
Bank loan funds stand to benefit when short-term interest rates rise.
February 17, 2017
Bank loan funds stand to benefit when short-term interest rates rise.
Can You Answer These 5 Common ETF Questions?
by Michael Iachini
February 17, 2017
What investors want to know most about exchange-traded funds.
by Michael Iachini
February 17, 2017
What investors want to know most about exchange-traded funds.
What Does Your Fund Yield?
November 14, 2016
There are two measures for reporting income. What do they tell you?
November 14, 2016
There are two measures for reporting income. What do they tell you?
Is That Active Fund Worth the Fees?
November 14, 2016
While actively managed mutual funds typically charge higher fees than index funds, they may offer worthwhile benefits—but not if they’re “closet indexing.”
November 14, 2016
While actively managed mutual funds typically charge higher fees than index funds, they may offer worthwhile benefits—but not if they’re “closet indexing.”
How Liquid Is Your Portfolio?
November 14, 2016
Liquidity is something most people don’t think about until it’s too late. Do you know what’s in your portfolio?
November 14, 2016
Liquidity is something most people don’t think about until it’s too late. Do you know what’s in your portfolio?
Mutual Funds and Track Records
August 12, 2016
Why you should look beyond past performance when selecting mutual funds.
August 12, 2016
Why you should look beyond past performance when selecting mutual funds.
Bonds or Bond Funds?
by Rob Williams
August 12, 2016
Income-planning needs, attitude toward risk and investment budget all have a role to play in your decision.
by Rob Williams
August 12, 2016
Income-planning needs, attitude toward risk and investment budget all have a role to play in your decision.
ETFs: Are They Always Tax-Efficient?
by Michael Iachini
August 12, 2016
ETFs are generally tax-efficient, but there are a few notable cases when they aren’t.
by Michael Iachini
August 12, 2016
ETFs are generally tax-efficient, but there are a few notable cases when they aren’t.
5 Questions to Ask Before Investing in Smart Beta
August 12, 2016
Smart beta strategies vary widely, so investors need to be clear about what each strategy seeks to achieve, and how it aims to achieve it.
August 12, 2016
Smart beta strategies vary widely, so investors need to be clear about what each strategy seeks to achieve, and how it aims to achieve it.
Avoid Tax Surprises From Mutual Fund Distributions
May 13, 2016
Annual distributions from mutual funds could trigger surprise tax bills.
May 13, 2016
Annual distributions from mutual funds could trigger surprise tax bills.
Liquid Alternatives
by Anthony Davidow
February 24, 2016
Find out how these mutual funds have democratized alternative investments.
by Anthony Davidow
February 24, 2016
Find out how these mutual funds have democratized alternative investments.
How to Use Actively Managed Funds
February 24, 2016
Actively managed funds can play an important role in a diversified portfolio.
February 24, 2016
Actively managed funds can play an important role in a diversified portfolio.
The Nuts and Bolts of Bond ETFs
by Michael Iachini
November 20, 2015
How to decide which bond ETFs are right for you.
by Michael Iachini
November 20, 2015
How to decide which bond ETFs are right for you.
Time to Consider Currency-Hedged ETFs?
October 08, 2015
With the recent strength of the U.S. dollar, currency-hedged ETFs are increasingly popular. But is currency hedging a wise long-term strategy?
October 08, 2015
With the recent strength of the U.S. dollar, currency-hedged ETFs are increasingly popular. But is currency hedging a wise long-term strategy?
ETF Investing: 3 Common Misconceptions
August 27, 2015
Truisms about the importance of ratings, operating expenses, and trading commissions aren’t always true.
August 27, 2015
Truisms about the importance of ratings, operating expenses, and trading commissions aren’t always true.
Smart Beta Investing: Are All Strategies the Same?
August 19, 2015
Learn about the three most common “smart beta” investing strategies—and which one is a focus of Schwab research.
August 19, 2015
Learn about the three most common “smart beta” investing strategies—and which one is a focus of Schwab research.
The Case for Technology Dividend Stocks
November 24, 2014
If you’ve been looking for dividend-paying stocks, it’s likely you’re low on the tech side. It’s time to rethink the tech sector, which is becoming a robust dividend payer.
November 24, 2014
If you’ve been looking for dividend-paying stocks, it’s likely you’re low on the tech side. It’s time to rethink the tech sector, which is becoming a robust dividend payer.
Improve Your Active Fund Strategy
October 22, 2014
Although many investors have been seeking low-cost index mutual funds and ETFs, actively managed funds can still benefit your portfolio as skilled managers can actively navigate market conditions.
October 22, 2014
Although many investors have been seeking low-cost index mutual funds and ETFs, actively managed funds can still benefit your portfolio as skilled managers can actively navigate market conditions.
The Elegance of Indexing
by Schwab Center for Financial Research
June 20, 2014
Investors can diversify and participate in the long-term growth of markets by including index funds in their portfolios.
by Schwab Center for Financial Research
June 20, 2014
Investors can diversify and participate in the long-term growth of markets by including index funds in their portfolios.
The Comprehensive Schwab Guide to Buying and Owning Gold
by Schwab Trading Insights
July 28, 2017
Learn about why gold is considered to be so valuable as well as various vehicles that allow you to hold an interest in gold.
by Schwab Trading Insights
July 28, 2017
Learn about why gold is considered to be so valuable as well as various vehicles that allow you to hold an interest in gold.
Leveraged and Inverse ETPs: Not Right for Everyone
by Michael Iachini
February 10, 2016
Both of these strategies have costs and risks of their own. See examples, and learn why you should be cautious in up and down markets.
by Michael Iachini
February 10, 2016
Both of these strategies have costs and risks of their own. See examples, and learn why you should be cautious in up and down markets.
Target Maturity Bond ETFs: Do They Make Sense for You?
by Michael Iachini
July 10, 2014
Find out about ETFs that offer diversification benefits and a set maturity date.
by Michael Iachini
July 10, 2014
Find out about ETFs that offer diversification benefits and a set maturity date.
ETFs and VIX: The Facts and the Risk
by Michael Iachini
April 28, 2014
Investing in exchange-traded products that use volatility-index futures to help shield your portfolio from a potential large stock-market drop might not be the wisest move.
by Michael Iachini
April 28, 2014
Investing in exchange-traded products that use volatility-index futures to help shield your portfolio from a potential large stock-market drop might not be the wisest move.
3 Ways to Build an All-Index ETF Portfolio
by Michael Iachini
April 21, 2014
An index ETF-only portfolio can be a straightforward yet flexible investment solution.
by Michael Iachini
April 21, 2014
An index ETF-only portfolio can be a straightforward yet flexible investment solution.
International ETFs—How They Can Help Investors Diversify
by Michael Iachini
February 13, 2014
Diversify across world markets with just a few trades and at little ongoing expense.
by Michael Iachini
February 13, 2014
Diversify across world markets with just a few trades and at little ongoing expense.
Tax-Loss Harvesting with ETFs
by Michael Iachini
January 27, 2014
Learn how ETFs may help reduce the tax bite on your portfolio.
by Michael Iachini
January 27, 2014
Learn how ETFs may help reduce the tax bite on your portfolio.
Getting Started With Commodity ETFs
by Michael Iachini
December 30, 2013
ETFs can be a low-cost way to invest in commodities—and help hedge against inflation.
by Michael Iachini
December 30, 2013
ETFs can be a low-cost way to invest in commodities—and help hedge against inflation.
Investing Tactically with ETFs
by Michael Iachini
December 27, 2013
If you have short-term market views on investing, ETFs may be your tool of choice.
by Michael Iachini
December 27, 2013
If you have short-term market views on investing, ETFs may be your tool of choice.
Currency ETFs: Understanding How They Work
by Michael Iachini
December 24, 2013
ETFs can be a practical way to diversify and/or hedge the currencies in your portfolio. Find out how they work.
by Michael Iachini
December 24, 2013
ETFs can be a practical way to diversify and/or hedge the currencies in your portfolio. Find out how they work.
Commodity ETFs: Spot and Futures Prices
by Michael Iachini
December 23, 2013
Knowing whether an ETF tracks spot prices or futures prices will help you better understand its performance.
by Michael Iachini
December 23, 2013
Knowing whether an ETF tracks spot prices or futures prices will help you better understand its performance.
ETFs and Taxes: What You Need to Know
by Michael Iachini
December 06, 2013
Different ETF structures have different tax implications. Learn how to be tax-smart with ETFs and avoid unpleasant surprises.
by Michael Iachini
December 06, 2013
Different ETF structures have different tax implications. Learn how to be tax-smart with ETFs and avoid unpleasant surprises.
Chasing Yield with ETFs: Watch Out!
by Michael Iachini
July 01, 2013
If you're trying to generate more income from your ETF investments with higher-yielding ETFs, learn first about the risks they carry.
by Michael Iachini
July 01, 2013
If you're trying to generate more income from your ETF investments with higher-yielding ETFs, learn first about the risks they carry.
Exchange-Traded Notes: The Facts and the Risks
by Emily Doak
July 05, 2012
It's important to understand that exchange-traded notes are not the same as exchange-traded funds, and that they carry some important risks.
by Emily Doak
July 05, 2012
It's important to understand that exchange-traded notes are not the same as exchange-traded funds, and that they carry some important risks.