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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 October 31, 2018

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%-3.88%-3.28%2.4%2.91%—%none%0.2%
StockSPDR:DJ Wilshire Mid Cap Value ETFMDYV10-3.490.629.628.1712.77none0.15
StockSchwab U.S. Small-Cap ETF™SCHA25-1.591.489.87.96none
StockSchwab International Small-Cap Equity ETF™SCHC5-12.55-8.794.862.77none
StockSchwab U.S. Dividend Equity ETF™SCHD10-0.415.7611.6310.25none0.07
StockSchwab International Equity ETF™SCHF5-9.91-7.314.092.09none
StockSchwab U.S. Large-Cap ETF™SCHX252.857.1311.3911.11none
StockSchwab U.S. Aggregate Bond ETF™SCHZ15-2.46-2.160.931.76none0.04
   100-1.771.58.127.271.28 0.05
** 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.