SWAGX Mutual Fund
SWAGX Mutual Fund
SWAGX Mutual Fund
Schwab US Aggregate Bond Index Fund
SWAGX Mutual Fund Overview
SWAGX Mutual Fund (Schwab US Aggregate Bond Index Fund) is managed by Charles Schwab Asset Management with $8.33B in net assets. SWAGX expense ratio is 0.04%, holding 11981 positions across sectors including Financials, Communication Services, Health Care. Inception date: 2017-02-23.
SWAGX performance shows a YTD return of -0.47%. The 1-year return is 2.71% and the 5-year return is -0.45%. SWAGX dividend yield stands at 3.91%, paid monthly.
SWAGX top holdings include State Street Institutional US Government Money Market Fund (1.8%), Us Treasury N/B 04/28 3.75 3.75 (0.5%), Us Treasury N/B 03/28 3.875 (0.4%), Us Treasury N/B 4.13% 02/15/2036 4.13 (0.4%), Us Treasury N/B 3.375 01/31/2028 (0.4%). Go to all SWAGX holdings, SWAGX sectors, or SWAGX dividends.
SWAGX can be compared against other funds. Use SWAGX overlap to find shared positions, or SWAGX vs another fund for a side-by-side view. SWAGX alternatives are available via the screener, along with tax-loss harvesting opportunities.