Paul Merriman
Sound Investing For Every Stage of Life 

Paul’s Mutual Fund Recommendations For Schwab

Schwab Tax Deferred Portfolios

 

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

 

Updated January 18, 2018