Mutual Funds

Learn about mutual funds and how they differ from other investments such as ETFs.

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Mutual Funds

Are Mutual Funds a Good Investment?

Mutual funds may be a good investment for anyone looking for diversification in their portfolios. Learn whether mutual funds can be the right investment for you.

Mutual Funds

How Index Funds Could Beat Hedge Funds over Time

Warren Buffett bet $1,000,000 that an index fund would perform better than hedge funds. See how an S&P 500® index fund stacked up against a hedge fund manager's selections.

Mutual Funds

What is a Mutual Fund?

What is a mutual fund? A mutual fund is a professionally managed fund that lets you pool your money with other investors to purchase a collection of securities. Learn more about mutual funds and their benefits.

Portfolio Management

How Can You Invest Your Values?

How can you customize your portfolio in ways that align with your own personal values? ESG investing might help you achieve your goals beyond just risk and return.

Investments

When Should You Sell? Part 2: Mutual Funds and ETFs

The decision of when to sell a mutual fund or ETF can be complex. What should you keep in mind before you sell?

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Important Disclosures

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Investing involves risk, including loss of principal.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Investing involves risks, including loss of principal. Hedging and protective strategies generally involve additional costs and do not assure a profit or guarantee against loss. With long options, investors may lose 100% of funds invested. Covered calls provide downside protection only to the extent of the premium received. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options." Supporting documentation for any claims or statistical information is available upon request.

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