Investment Portfolio Finder
Tool

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.

 
View Another Investment Portfolio:

 

Schwab Growth ETF Portfolio

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


 Data through January 31, 2020

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%2.43%14.56%6.54%4.52%—%none%0.2%
StockSPDR:DJ Wilshire Mid Cap Value ETFMDYV10-4.128.085.557.6911.71none0.15
StockSchwab U.S. Small-Cap ETF™SCHA25-3.039.547.18812.45none0.04
StockSchwab International Small-Cap Equity ETF™SCHC5-3.449.456.495.856.53none0.12
StockSchwab U.S. Dividend Equity ETF™SCHD10-1.7817.9312.7611.34none0.06
StockSchwab International Equity ETF™SCHF5-2.1411.517.675.295.69none0.06
StockSchwab U.S. Large-Cap ETF™SCHX250.1821.614.5112.2213.91none0.03
StockSchwab U.S. Aggregate Bond ETF™SCHZ151.919.574.532.92none0.04
   100-1.1713.618.988.188.37 0.08
** 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.