Paul Merriman
Sound Investing For Every Stage of Life 

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


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