SWNTX Mutual Fund

SWNTX Mutual Fund (Schwab Tax-Free Bond Fund) is managed by Charles Schwab Asset Management with $567.8M in net assets. SWNTX expense ratio is 0.38%, holding 518 positions across sectors including Financials, Utilities, Industrials. Inception date: 1992-09-11.

SWNTX performance shows a YTD return of 0.04%. The 1-year return is 3.77% and the 5-year return is 0.38%. SWNTX dividend yield stands at 3.49%, paid monthly.

SWNTX top holdings include Black Belt Energy Gas Dist Al Bbeutl 07/33 Fixed 5 5 07/01/2033 5 2033-07-01 (0.9%), Illinois St (0.9%), Black Belt Energy Gas Dist Ala 5% Dec 01, 2035 (0.8%), Pefa Inc Ia Gas Proj Revenue Regd V/r B/e 5.00000000 (0.8%), Pimco Municipal Income Opportunities Active Exchange-Traded Fund Usetf 5% 01/11/2036 (0.7%). Go to all SWNTX holdings, SWNTX sectors, or SWNTX dividends.

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