SWVXX Mutual Fund

SWVXX Mutual Fund (Schwab Prime Advantage Money Fund Investor Shares) is managed by Charles Schwab Asset Management with $248.96B in net assets. SWVXX expense ratio is 0.34%, holding 742 positions across sectors including Industrials. Inception date: 1992-04-30.

SWVXX performance shows a YTD return of 2.34%. The 1-year return is 3.67% and the 5-year return is 3.34%. SWVXX dividend yield stands at 3.61%, paid monthly.

SWVXX top holdings include Jp Morgan Securities Llc 3.670000% (2.3%), Ficc - Wells Fargo Bank N.A 3.670000% (1.9%), Ficc - Bank Of New York 3.680000% (1.7%), Ficc - Bank Of America 3.680000% (1.5%), Ficc - Jpmorgan Chase & Co 3.660000% (1.4%). 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.