SWVXX Mutual Fund
SWVXX Mutual Fund
SWVXX Mutual Fund
Schwab Prime Advantage Money Fund Investor Shares
SWVXX Mutual Fund Overview
SWVXX Mutual Fund (Schwab Prime Advantage Money Fund Investor Shares) is managed by Charles Schwab Asset Management with $247.31B in net assets. SWVXX expense ratio is 0.34%, holding 773 positions across sectors including Industrials. Inception date: 1992-04-30.
SWVXX performance shows a YTD return of 2.64%. The 1-year return is 3.27% and the 5-year return is 3.69%. SWVXX dividend yield stands at 3.22%, paid monthly.
SWVXX top holdings include JP MORGAN SECURITIES LLC 3.89% 2026-10-01 (2.3%), JP MORGAN SECURITIES LLC 3.89% 2026-10-01 (2.2%), JP MORGAN SECURITIES LLC 3.89% 2026-10-01 (2.0%), FICC BANK OF NEW YORK 3.89% 2026-10-01 (1.7%), FICC JPMORGAN CHASE & CO 3.88% 2026-10-01 (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.