SWHYX Mutual Fund

SWHYX Mutual Fund (Schwab Opportunistic Municipal Bond Fund) is managed by Charles Schwab Investment Mangement with $82.4M in net assets. SWHYX expense ratio is 0.50%, holding 369 positions across sectors including Financials, Utilities, Industrials. Inception date: 2014-03-31.

SWHYX performance shows a YTD return of 0.13%. The 1-year return is 5.02% and the 5-year return is 0.08%. SWHYX dividend yield stands at 3.70%, paid monthly.

SWHYX top holdings include City Of New York Ny (1.8%), Main Street Energ 5 12/33 (0.8%), National Fin Auth Nh Sol Wst D Nfadev 10/33 Floating Var (0.8%), Lee County Industrial Development Authority/Flfx.Rt. Muni Bond 11/15/2029 (0.6%), DALLAS-FORT WORTH TX INTL APRT REV 5.25%, due 11/01/2037 (0.6%). Go to all SWHYX holdings, SWHYX sectors, or SWHYX dividends.

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