SWKXX Mutual Fund

SWKXX Mutual Fund (Schwab California Municipal Money Fund Investor Class) is managed by Charles Schwab Asset Management with $2.43B 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 0.88%. The 1-year return is 1.87% and the 5-year return is 1.70%. SWKXX dividend yield stands at 1.69%, paid monthly.

SWKXX top holdings include Blackrock Muniholdings California Quality Fund Inc 3.09 2054-09-01 (2.5%), Bay Area Toll Auth 4.4% 2059-04-01 (1.3%), California Gen. Oblig., 0.96% Series 2005 B1, Loc Wells Fargo Bank Na Vrdn (1.3%), Chevron Usa Inc Frn 11-01-35 (1.2%), Los Angeles Cnty Ca Los 06/26 Fixed 5 (1.2%). 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.