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Schwab Growth ETF Portfolio

September 2016

This recommended investment portfolio is one of 20+ mutual fund portfolios that we've assembled for investors with different time horizons and risk-tolerance levels to consider. Visit our Portfolio Finder to see them all.

 
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Schwab Growth ETF Portfolio

Based on the Kiplinger ETF 20, our favorite exchange-traded funds.
 95% Stocks |  5% Bonds | 


 Data through August 31, 2017

FUND NAME SYMBOL % OF
PORTFOLIO
YTD
RETURN
1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
MAX LOAD EXPENSE RATIO
BondPIMCO Investment Grade Corporate Bond Index Exchange-Traded FundCORP5%5.47%2.04%3.67%3.66%—%none%0.2%
StockSPDR:DJ Wilshire Mid Cap Value ETFMDYV102.0211.956.7113.947.7none0.15
StockSchwab U.S. Small-Cap ETF™SCHA254.8813.217.0313.59none0.08
StockSchwab International Small-Cap Equity ETF™SCHC519.4818.523.839.67none0.17
StockSchwab U.S. Dividend Equity ETF™SCHD106.8511.128.7513.13none0.07
StockSchwab International Equity ETF™SCHF517.1517.762.748.12none0.08
StockSchwab U.S. Large-Cap ETF™SCHX2512.0516.399.2814.25none0.03
StockSchwab U.S. Aggregate Bond ETF™SCHZ153.590.352.572.1none0.05
   1007.7611.686.5311.050.77 0.09
** Closed to new investors. # Closed to new investors; other share classes are available.
r Maximum redemption fee charged when you sell shares. s Front-end load; redemption fee may apply.
— Fund has not existed for the specified time. Source: Morningstar, Inc..

With 80% allocated to stocks (including a big bite of small- and mid-cap stocks), this portfolio takes an aggresssive approach. Buy this portfolio only if you won't sell in a panic during a downturn, and aim to hold it for at least a decade.

If you set up an account at Schwab, you'll be able to put it together without commissions.