SWYXX Mutual Fund

SWYXX Mutual Fund (Schwab New York Municipal Money Fund Investor Class) is managed by Charles Schwab Asset Management with $1.08B in net assets. SWYXX expense ratio is 0.34%, holding 412 positions across sectors including Financials, Utilities, Industrials. Inception date: 1995-07-07.

SWYXX performance shows a YTD return of 1.56%. The 1-year return is 1.98% and the 5-year return is 2.21%. SWYXX dividend yield stands at 1.96%, paid monthly.

SWYXX top holdings include Blackrock Muniyield New York Quality Fund Inc. 2.300000% 2056-02-01 (3.3%), Nuveen New York Amt-Free Quality Municipal Income Fund 2.210000% 2040-12-01 (2.1%), Nyc Ny Rbc E-159 Rc/Rc D7 (2.1%), Metropolitan Transportation Authority 3.320000% (1.7%), Housing Rb (42Nd & 10Th) Series 2007A 2.350000% (1.6%). Go to all SWYXX holdings, SWYXX sectors, or SWYXX dividends.

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