SWCAX Mutual Fund
SWCAX Mutual Fund
SWCAX Mutual Fund
Schwab California Tax-Free Bond Fund
SWCAX Mutual Fund Overview
SWCAX Mutual Fund (Schwab California Tax-Free Bond Fund) is managed by Charles Schwab Asset Management with $601.6M in net assets. SWCAX expense ratio is 0.38%, holding 427 positions across sectors including Financials, Consumer Discretionary, Utilities. Inception date: 1992-02-24.
SWCAX performance shows a YTD return of -0.16%. The 1-year return is 4.30% and the 5-year return is 0.40%. SWCAX dividend yield stands at 2.96%, paid monthly.
SWCAX top holdings include Los Angeles Ca Los 06/26 Fixed 5 (1.4%), San Francisco Ca Arpt 2025-Xf3297-Ev Q=Bc D1@ 05/01/2055 (1.4%), California St 5% Aug 01, 2035 (1.0%), San Francisco City & CountyAirport Comm-San FranciscoInternational Airport 5.00% 05/01/33 (1.0%), Beverly Hills Unified School District (election of 2008), Series 2009, Go Bonds (0.9%). Go to all SWCAX holdings, SWCAX sectors, or SWCAX dividends.
SWCAX can be compared against other funds. Use SWCAX overlap to find shared positions, or SWCAX vs another fund for a side-by-side view. SWCAX alternatives are available via the screener, along with tax-loss harvesting opportunities.