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Mutual Funds: SCHWAB FUNDS

Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.

Fund Settlement Date Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
SCHWAB FDMTL EMERGING MRKTS LARGE CO IDX (SFENX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB FDMTL INTL SMALL CO INDEX FUND (SFILX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB FDMTL US LG CO IDX TM INSTL (SFLNX)
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1 $0.00 $0.00 $0.00 $0.00
Schwab Fdmtl Intl Lg Co Idx TM Instl (SFNNX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB FDMTL US SMALL CO INDEX INSTL (SFSNX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB 1000 INDEX (SNXFX)
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1 $0.00 $0.00 $0.00 $0.00
Schwab Core Equity Fund (SWANX)
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1 $100.00 $1.00 $100.00 $1.00
Schwab Global Real Estate Fund (SWASX)
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1 $100.00 $0.00 $100.00 $0.00
Schwab MarketTrack Balanced (SWBGX)
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1 $100.00 $1.00 $100.00 $1.00
SCHWAB TARGET 2010 (SWBRX)
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1 $100.00 $1.00 $100.00 $1.00
SCHWAB MARKET TRACK CONSERVATIVE (SWCGX)
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1 $100.00 $1.00 $100.00 $1.00
SCHWAB TARGET 2020 (SWCRX)
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1 $100.00 $1.00 $100.00 $1.00
SCHWAB TARGET 2030 (SWDRX)
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1 $100.00 $1.00 $100.00 $1.00
SCHWAB DIVIDEND EQUITY (SWDSX)
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1 $100.00 $1.00 $100.00 $1.00
Schwab MarketTrack All Equity (SWEGX)
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1 $100.00 $0.00 $100.00 $0.00
SCHWAB TARGET 2040 (SWERX)
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1 $100.00 $1.00 $100.00 $1.00
SCHWAB TARGET 2015 (SWGRX)
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1 $100.00 $1.00 $100.00 $1.00
Schwab GNMA Fund (SWGSX)
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1 $100.00 $0.00 $100.00 $0.00
SCHWAB HEDGED EQUITY FUND (SWHEX)
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1 $100.00 $1.00 $100.00 $1.00
SCHWAB HEALTH CARE FUND (SWHFX)
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1 $100.00 $1.00 $100.00 $1.00
Schwab MarketTrack Growth (SWHGX)
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1 $100.00 $1.00 $100.00 $1.00
SCHWAB TARGET 2025 (SWHRX)
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1 $100.00 $1.00 $100.00 $1.00
Schwab Intermediate Term Bond Fund (SWIIX)
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1 $100.00 $0.00 $100.00 $0.00
SCHWAB TARGET 2035 (SWIRX)
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1 $100.00 $1.00 $100.00 $1.00
Schwab International Index Sel (SWISX)
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1 $0.00 $0.00 $0.00 $0.00
Schwab Monthly Income Mod Payout (SWJRX)
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1 $100.00 $1.00 $100.00 $1.00
Schwab Monthly Income Enh Payout (SWKRX)
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1 $100.00 $1.00 $100.00 $1.00
SCHWAB MONTHLY INCOME FUND MAXI (SWLRX)
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1 $100.00 $1.00 $100.00 $1.00
SCHWAB LG CAP GROWTH (SWLSX)
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1 $100.00 $1.00 $100.00 $1.00
Schwab Tax-Free Bond Fund (SWNTX)
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1 $100.00 $0.00 $100.00 $0.00
SCHWAB S&P 500 INDEX SEL (SWPPX)
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1 $0.00 $0.00 $0.00 $0.00
Schwab Inflation Protected Index Fund (SWRSX)
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1 $0.00 $0.00 $0.00 $0.00
SCHWAB SMALL-CAP EQUITY (SWSCX)
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1 $100.00 $1.00 $100.00 $1.00
Schwab Small-Cap Index Fund (SWSSX)
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1 $0.00 $0.00 $0.00 $0.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to FOLIOfn Investments, Inc. FOLIOfn Investments reserves the right to change the funds we make available at any time without prior notice.