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Mutual Funds

Imagine converting a market need into a mutual fund. You have the opportunity to do just that when we relay your ideas to the companies who develop the funds. The results are customized products that address evolving investing trends.

View a list of our mutual fund offering, click here to access an Excel spreadsheet that you can download. Please be advised that Microsoft Excel 97 is needed to display the list properly.

Custom Products

Institutional (I) Shares

We worked directly with fund companies to design these products with higher minimums and lower operating expenses (OERs) as an exclusive offering for Investment Managers working with us.

Institutional Select Funds™*

Designed by Investment Managers for Investment Managers working with Schwab Institutional, these funds were created to respond to requests for no-load, low OER index funds manages with an emphasis on tax efficiency.

With these specialized products:

  • you become your clients' source for unique institutional investment opportunities.

  • your clients invest in funds with others who sharing similar financial resources and goals.

*For more information including a prospectus that details fees and expenses, call your Sales Relationship team for your Schwab Institutional trading desk. Please read the prospectus carefully before investing.

Your Dedicated Traders

Your primary contact at Schwab Institutional's mutual funds trading desk is backed by over 50 dedicated fund traders whose specialized knowledge can help keep you current with the industry rules and policies impacting your orders. Your traders provide accurate and timely order execution, delivering responsive service to flexible deadlines which allow you to submit orders up until market close. **

**Some mutual funds may have earlier than market close cutoff times. Please contact your designated Schwab Institutional trading desk for specific details.

Schwab Select Annuity™***

Easily manage your clients' annuity assets through SchwabLink®, our proprietary software that conveniently consolidates all annuity account data in one place. Quickly find detailed information and updates on the Schwab Select Annuity on www.schwabinstitutional.com. With 28 portfolios from 16 well-known fund families, this low-cost tax-deferred annuity offers your clients more investment choices than many other variable annuities.

For more information and a prospectus including charges and expenses, call Schwab's Annuity Services for Advisors at 1-888-667-2145. Please read the prospectus carefully before investing.

***Variable annuity contracts are issued by Great-West Life & Annuity Insurance Company (in New York State by First Great-West Life & Annuity Insurance Company) and distributed by Charles Schwab & Co., Inc.

Note:Volume may delay system access.

   

Highlights


The Preferred Source

On a nationwide basis, Registered Investment Advisors conduct 74%* of their mutual fund business at Schwab.

One Stop Access - Over 2,600 mutual funds from over 260 fund families.

Innovative Design - Over 1,700 no-load, no-transaction fee funds conveniently showcased in OneSource®, our pioneering mutual fund marketplace.

Institutional Focus - Over 900 funds available only to clients of Schwab Institutional, including load funds and offshore funds offered at net asset value (NAV).

*Statistic as of 3rd Quarter 1998,Cerulli Associates, Inc.

Experience Speaks Volume

  • Over $160 billion mutual fund assets are in custody at Schwab.

  • Nearly 42% of all mutual fund assets at Schwab are invested through Investment Managers.

  • Almost $79 billion are invested in our OneSource mutual fund marketplace.

Statistic as of August 1999.