Paul’s Mutual Fund Recommendations For Schwab
Updated January 4, 2021
Fund |
Symbol |
Aggressive |
Moderate |
Conservative |
|
|
|
|
|
Schwab S&P 500 Index Fund |
SWPPX |
10 |
6 |
4 |
Schwab Fdmtl U.S. Large Co |
SFLNX |
10 |
6 |
4 |
Schwab Small Cap Index |
SWSSX |
10 |
6 |
4 |
Schwab Fdmtl U.S. Small Co |
SFSNX |
15 |
9 |
6 |
Schwab Fdmtl Global Real Estate |
SFREX |
10 |
6 |
4 |
Schwab International Index |
SWISX |
10 |
6 |
4 |
Schwab Fdmtl International Large Co |
SFNNX |
15 |
9 |
6 |
Schwab Fdmtl International Small Cap |
SFILX |
10 |
6 |
4 |
Schwab Fdmtl Emerging Mkts Large Cap |
SFENX |
10 |
6 |
4 |
Schwab U.S. Aggregate Bond Index |
SWAGX |
0 |
20 |
30 |
Schwab Short-Term Bond Index |
SWSBX |
0 |
12 |
18 |
Schwab Treasury Infl. Protected Sec. |
SWRSX |
0 |
8 |
12 |