SWCAX Mutual Fund (Schwab California Tax-Free Bond Fund) is managed by Charles Schwab Asset Management with $598.8M 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 1.47%. The 1-year return is 5.81% and the 5-year return is 0.75%. SWCAX dividend yield stands at 2.91%, paid monthly.

SWCAX top holdings include Los Angeles Calif 5% Jun 25, 2026 (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%). View all SWCAX holdings, sector breakdown, or dividend history.

SWCAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SWCAX alternatives are available via the screener, along with tax-loss harvesting opportunities.