Charles Schwab Impact Channel

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Charles Schwab IMPACT 2019 Channel

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Charles Schwab IMPACT 2019

Charles Schwab's IMPACT conference is the largest annual gathering of independent advisors. MutualFunds.com’s team will be covering the IMPACT 2019 conference from November 4 - 7. We will be reporting on the keynote sessions, product demonstrations and other workshops. Follow the latest updates and analysis from the conference right here on the Charles Schwab Impact 2019 Channel.

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All Actively Managed Mutual Funds

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Overview

This is a list of all actively managed mutual funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.

Short-Term Returns

In this table you will find short term historical return data, including 1-year returns and 3-year returns on Charles Schwab Impact Channel Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.

Long-Term Returns

This table presents long term historical returns data for Charles Schwab Impact Channel Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.

Expenses

This list includes all management costs and other fee information for Charles Schwab Impact Channel Funds.

Dividend

This page includes relevant dividend information on Charles Schwab Impact Channel Funds.

Managers

The table below illustrates valuable information regarding the primary fund manager for Charles Schwab Impact Channel Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.

Minimums

This list includes the retirement (IRA) and standard minimum amounts required to invest in Charles Schwab Impact Channel Funds.

Asset Allocation

This list includes asset allocation proportions of the underlying holdings for Charles Schwab Impact Channel Funds.

Fund Name Share Class & Symbol Fund Company Name Primary Category Net Assets ($M USD) 1 Year Return 1 Year Rank in Primary Category Exp Ratio Primary Manager Tenure (yrs)
Vanguard Total Stock Market Index Fund Inv (VTSMX) Vanguard U.S. Large-Cap Blend Equity $845,394.08 14.72% 12.88% 0.14% 24.85
Vanguard 500 Index Fund Inv (VFINX) Vanguard U.S. Large-Cap Blend Equity $500,638.57 15.20% 9.61% 0.14% 3.51
Vanguard Total Intl Stock Idx Fund Inv (VGTSX) Vanguard International and Foreign Large-Cap Blend Equity $397,163.36 8.32% 52.53% 0.17% 11.24
Vanguard Total Bond Market Index Fund Inv (VBMFX) Vanguard U.S. Investment-Grade Bond $245,391.95 11.38% 5.30% 0.15% 6.69
Vanguard Institutional Index Fund Inst (VINIX) Vanguard U.S. Large-Cap Blend Equity $230,793.42 14.50% 13.65% 0.04% 18.84
Fidelity® 500 Index Fund Other (FXAIX) Fidelity Investments U.S. Large-Cap Blend Equity $214,881.79 14.32% 15.62% 0.02% 10.75
American Funds The Growth Fund of America® A (AGTHX) American Funds U.S. Large-Cap Growth Equity $191,099.18 2.99% 77.54% 0.63% 26.01
Vanguard Total Bond Market II Index Fund Inv (VTBIX) Vanguard U.S. Investment-Grade Bond $189,972.39 7.38% 24.51% 0.09% 9.75
American Funds EuroPacific Growth Fund® A (AEPGX) American Funds International and Foreign Large-Cap Growth Equity $163,739.93 12.70% 52.75% 0.83% 18.43
JPMorgan U.S. Government Money Market Fund Inst (OGVXX) JPMorgan Money Market $157,179.58 0.00% 30.46% 0.21% 10.31
Fidelity® Government Cash Reserves Other (FDRXX) Fidelity Investments Money Market $154,642.21 0.00% 29.58% 0.38% 12.76
American Funds American Balanced Fund® A (ABALX) American Funds North America $153,508.04 5.44% 48.86% 0.57% 20.84
Fidelity® Government Money Market Fund Other (FGMXX) Fidelity Investments Money Market $142,502.59 0.00% 58.49% 0.42% 12.35
Vanguard Federal Money Market Fund Inv (VMFXX) Vanguard Money Market $141,502.37 0.00% 74.98% 0.11% 11.85
Vanguard Total International Bond Index Fund Inv (VTIBX) Vanguard International Bond $139,988.11 5.74% 55.66% 0.13% 6.42
Fidelity® Investments Money Market Funds Government Portfolio A (FIGXX) Fidelity Investments Money Market $135,225.97 2.19% 3.69% 0.21% 16.35
PIMCO Income Fund Inst (PIMIX) PIMCO Multi-Sector Bond $131,225.67 1.78% 84.21% 1.05% 12.6
Vanguard Prime Money Market Fund Inv (VMMXX) Vanguard Money Market $125,545.28 0.00% 67.51% 0.16% 1.86
American Funds Washington Mutual Investors Fund A (AWSHX) American Funds U.S. Large-Cap Blend Equity $122,323.65 7.23% 55.54% 0.57% 22.35
Vanguard Developed Markets Index Fund Inst (VTMGX) Vanguard International and Foreign Large-Cap Blend Equity $118,147.64 9.18% 43.72% 0.07% 6.69
Fund Name YTD YTD Rank in Primary Category 1 Year Return 1 Year Rank in Primary Category 3 Year Return 3 Year Rank in Primary Category
Fund Name 5 Year Return 5 Year Rank in Primary Category 10 Year Return 10 Year Rank in Primary Category Inception Date
Fund Name Exp Ratio Management Fee 12b-1 Admin Fee Front Load Deferred Load Max Redemption Fee Turnover
Fund Name Div Yield Last Dividend Date Last Dividend Amount Dividend Frequency Net Income Ratio
Fund Name YTD Primary Manager Start Date Primary Manager Tenure (yrs) Tenure Rank
Fund Name IRA Minimum Standard Minimum
Fund Name Stocks Bonds Convertible Bonds Preferred Stocks Cash