Charles Schwab 5-Star OneSource Mutual Fund Hidden Gems

Daily, Dividend-adjusted data.

This Charles Schwab brokerage mutual fund trading program offers more than a thousand mutual funds on a no load, no transaction fee basis.

List of Charles Schwab
5-Star Mutual Funds

FastTrack for the Web lists all Charles Schwab OneSource funds and helps you pick the 5-star funds that best meet your objectives. You might think that you could get the same information from schwab.com, but the "pre-screened" Select list of mutual funds is dated, biased, and offers no diversification help.

More Return with Less Risk

This FastTrack chart takes the 26 Balanced funds in the OneSource program as of July, 2003 and shifts 25% of assets among the 5-Star fund quarterly based on current return.

This strategy produced the 5-star 98.38% return shown in green since 1996. In contrast, the red SWOBX fund recommended by Charles Schwab for "moderate investors" produced only 69.81% return.

Charles Schwab Diversification?

The yellow line was created by shifting assets to the 5-star  funds among all Schwab OneSource funds.

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List of funds in the Schwab Family sponsored by Charles Schwab

For less complex analysis try these

The yellow line is has much more return, but is considerably more volatile than the red and green lines, because FastTrack was allowed to pick from OneSource's list of all funds. The chart shows just two of the many strategies available when using OneSource  plus  FastTrack for  the Web.

Ultimately, the hidden gems are those funds which blend to provide more return with less risk. For details review FTAlpha.