SWKXX Mutual Fund

SWKXX Mutual Fund (Schwab California Municipal Money Fund Investor Class) is managed by Charles Schwab Asset Management with $2.44B in net assets. SWKXX expense ratio is 0.34%, holding 469 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 1995-10-03.

SWKXX performance shows a YTD return of 1.05%. The 1-year return is 1.89% and the 5-year return is 1.87%. SWKXX dividend yield stands at 1.71%, paid monthly.

SWKXX top holdings include Blackrock Muniholdings California Quality Fund Inc 3.09 2054-09-01 (4.4%), California Go 2.950000% (1.8%), Metropolitan Wtr Dist Southn C 1.35% Jul 01, 2047 (1.1%), Toll Bridge Rb Series 2026D 1.850000% 1.85 2059-04-01 (1.1%), Los Angeles-Trans 5 6/27 (1.1%). Go to all SWKXX holdings, SWKXX sectors, or SWKXX dividends.

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