SWTXX Mutual Fund

SWTXX Mutual Fund (Schwab Municipal Money Fund Investor Class) is managed by Charles Schwab Asset Management with $4.49B in net assets. SWTXX expense ratio is 0.34%, holding 1446 positions across sectors including Financials, Health Care, Utilities. Inception date: 1995-07-07.

SWTXX performance shows a YTD return of 1.22%. The 1-year return is 2.26% and the 5-year return is 1.98%. SWTXX dividend yield stands at 2.05%, paid monthly.

SWTXX top holdings include BlackRock Municipal 2030 Target Term Trust, Series W-7 (1.6%), Harris County Cultural Education Facilities Finance Corp., Series B 3.99999936 2059-12-01 (1.4%), Blackrock Muniholdings Nj Quality 07/01/2041 (1.3%), Nuveen Quality Municipal Income Fund, (series 1), 1.080%, 5/1/2041 (1.0%), Cp Series 2025A 2.770000% (0.9%). Go to all SWTXX holdings, SWTXX sectors, or SWTXX dividends.

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