SWHYX Mutual Fund (Schwab Opportunistic Municipal Bond Fund) is managed by Charles Schwab Investment Mangement with $97.2M in net assets. SWHYX expense ratio is 0.50%, holding 355 positions across sectors including Other, Financials, Utilities. Inception date: 2014-03-31.

SWHYX performance shows a YTD return of 2.60%. The 1-year return is 7.66% and the 5-year return is 0.54%. SWHYX dividend yield stands at 3.27%, paid monthly.

SWHYX top holdings include Main Street Energ 5 12/33 (0.8%), Lee County Industrial Development Authority/Flfx.Rt. Muni Bond 11/15/2029 (0.6%), City of New York Ny 0% 10/01/2040 (0.6%), Dasny-C-Ref 5 2035-03-15 (0.6%), New York City Municipal Water Finance Authority 3.45% 2044-06-15 (0.6%). View all SWHYX holdings, sector breakdown, or dividend history.

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