SWWXX Mutual Fund

SWWXX Mutual Fund (Schwab AMT Tax-Free Money Fund Investor Class) is managed by Charles Schwab Asset Management with $1.27B in net assets. SWWXX expense ratio is 0.34%, holding 750 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2006-11-06.

SWWXX performance shows a YTD return of 1.21%. The 1-year return is 2.25% and the 5-year return is 2.16%. SWWXX dividend yield stands at 2.04%, paid monthly.

SWWXX top holdings include Variable Rate Demand Preferred Shares Series 4 4.060000% (1.6%), Miami-dade County Fl Professional Sports Franchise Facilities Tax Revenue Vrdo 10/01/2048 (1.4%), Variable Rate Demand Preferred Shares Series C 0.100000% (1.3%), Nuveen Amt-Free Municipal Income Fund Vrdp Vrdo 1.0% (1.3%), Nuveen Enhanced Amt-free Municipal Credit Opportunities Fund Vrdp Vrdo 1.0% (1.2%). Go to all SWWXX holdings, SWWXX sectors, or SWWXX dividends.

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