SWVXX Mutual Fund

SWVXX Mutual Fund (Schwab Prime Advantage Money Fund Investor Shares) is managed by Charles Schwab Asset Management with $247.60B in net assets. SWVXX expense ratio is 0.34%, holding 728 positions across sectors including Financials, Industrials. Inception date: 1992-04-30.

SWVXX performance shows a YTD return of 1.73%. The 1-year return is 3.78% and the 5-year return is 3.22%. SWVXX dividend yield stands at 3.43%, paid monthly.

SWVXX top holdings include Jp Morgan Securities Llc 3.650000% (2.3%), Ficc - Bank Of New York 3.640000% (2.2%), Jp Morgan Securities Llc 3.640000% (2.2%), Ficc - State Street Bank And Trust Co 3.650000% (1.8%), Ficc - Bank Of New York 3.650000% (1.6%). Go to all SWVXX holdings, SWVXX sectors, or SWVXX dividends.

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