SCAXX Mutual Fund

SCAXX Mutual Fund (Schwab California Municipal Money Fund Class Ultra Shares) is managed by Charles Schwab Asset Management with $6.57B in net assets. SCAXX expense ratio is 0.19%, holding 469 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 2020-09-24.

SCAXX performance shows a YTD return of 1.13%. The 1-year return is 2.04% and the 5-year return is 2.00%. SCAXX dividend yield stands at 1.84%, paid monthly.

SCAXX top holdings include Blackrock Muniholdings California Quality Fund Inc 3.09 2054-09-01 (2.5%), Bay Area Toll Auth 4.4% 2059-04-01 (1.3%), California Gen. Oblig., 0.96% Series 2005 B1, Loc Wells Fargo Bank Na Vrdn (1.3%), Chevron Usa Inc Frn 11-01-35 (1.2%), Los Ang 5% 06/30/26 (1.2%). Go to all SCAXX holdings, SCAXX sectors, or SCAXX dividends.

SCAXX can be compared against other funds. Use SCAXX overlap to find shared positions, or SCAXX vs another fund for a side-by-side view. SCAXX alternatives are available via the screener, along with tax-loss harvesting opportunities.