SWCAX Mutual Fund

SWCAX Mutual Fund (Schwab California Tax-Free Bond Fund) is managed by Charles Schwab Asset Management with $547.2M in net assets. SWCAX expense ratio is 0.38%, holding 490 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 1992-02-24.

SWCAX performance shows a YTD return of -0.19%. The 1-year return is 3.40% and the 5-year return is 0.34%. SWCAX dividend yield stands at 3.23%, paid monthly.

SWCAX top holdings include Ca Regents Univ-Cd (1.0%), California St 5% Aug 01, 2035 (0.9%), Go Bonds Series 2017 (0.9%), San Francisco City & CountyAirport Comm-San FranciscoInternational Airport 5.00% 05/01/33 (0.9%), University Calif Revs 2.01 2.01 (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.