Schwab Funds® offers a broad spectrum of taxable and tax-free bond funds to help fill the fixed income portion of a well-allocated portfolio. Investors in the Schwab bond funds can benefit from extensive credit oversight and professional portfolio management by skilled money managers.
Schwab Bond Funds Line-Up
Schwab bond funds are designed to provide income through a variety of investment strategies and bond types.
We offer a tax free bond fund that invests primarily in investment grade municipal securities, which provides investors the opportunity for income that is exempt from Federal income tax. We also manage a tax-free bond fund that invests primarily in investment grade securities from municipalities in California, which provides income that is free from Federal and California income taxes. Neither of these funds anticipates investing in AMT securities.
For taxable income needs, we offer two US fixed income passively managed bond funds. There are also two funds that primarily invest in either GNMA or inflation-protected securities.
Investment Management Team
Charles Schwab Investment Management, Inc. (CSIM) is the investment adviser for the Schwab Bond Funds. CSIM portfolio managers bring experience from a variety of backgrounds and seek to create quality bond funds designed to deliver current income and a cushion against potential stock volatility as part of a well diversified portfolio. CSIM portfolio managers are backed by a seasoned credit research team who perform checks on each portfolio's credit risks and help establish sector outlooks.