Compare the 5-star Charles Schwab OneSource Funds
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Daily, Dividend-adjusted data.

Compare the investments of the Charles Schwab mutual fund trading program which offers more than a thousand funds on a no load, no transaction fee basis.

List of  Charles Schwab 5-Star Funds

FastTrack for the Web online lists all OneSource funds and helps you pick the 5-Star funds that meet your objectives. You might think that you could get the same information from schwab.com, but the "pre-screened" Select list of funds is dated, biased, and offers no help at all with diversification.

More Return with Less Risk

This FastTrack chart takes the 26 Balanced funds in the Charles Schwab funds program as of July, 2003 and selects among them quarterly based on current return.

This strategy produced the 5-star 98.38% return shown in green since 1996. In contrast, the red SWOBX fund recommended by Charles Schwab for "moderate investors" produced only 69.81% return.

Diversification?

The yellow line was created by shifting assets to the best funds among all  growth and value Schwab funds.

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List of funds in the Schwab Family sponsored by Schwab. Special comments about Schwab Target funds.

The yellow line is has much more return, but is considerably more volatile than the red and green lines, because FastTrack was allowed to pick from OneSource's list of all funds. The chart shows just two of the many strategies available when using OneSource  plus  FastTrack for  the Web.

This page is service of Investors FastTrack®. Investors FastTrack is independent from The Schwab Retail NTF OneSource Group, Schwab Retail NTF OneSource Inc., iShares® is a registered trademark of Barclays Global Investors,N.A. Schwab Retail NTF OneSource , and Schwab Retail NTF OneSource Investments® including their advisors, exchange traded funds, mutual funds, annuities, and affiliates collectively known herein as Schwab Retail NTF OneSource . The above are service marks of Schwab Retail NTF OneSource ®. Check with Schwab Retail NTF OneSource and your traditional sources of investment information before trading a Schwab Retail NTF OneSource fund. Copyright ©2008 Investors FastTrack. All rights reserved.