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SWCAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Schwab CA Tax-Free Bond (SWCAX) Ownership - Who owns Schwab CA Tax-Free Bond?

The investment seeks high current income exempt from federal and California personal income tax that is consistent with capital preservation... Show more

Category: #Muni California Interm/Short

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Fixed Income Funds

Fundamentals

SWCAX

Net Assets

480M

Fund Existence

over 33 years

Turnover

81.00

Total Expense Ratio

0.38

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Muni California Intermediate

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.41

Assets in Top Ten Holdings

50.9M

Average Credit Quality

Average Effective Duration

6.34

Average Effective Maturity

10.73

Fund of Funds

Fund Share Class Net Assets

480M

Fund Type

OpenEnd

Index Fund

Management Fee

0.22

Modified Duration

7.48

No Load Fund

Yes

Number of Long Holdings

364.00

Number of Net Holdings

364.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

10.92%

Gain YTD

1.917

Annual Yield % from dividends

3.24

Returns for 1 year

1.51

Returns for 3 years

10.85

Returns for 5 years

1.22

Returns for 10 years

14.50

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Category MuniCaliforniaIntermShort

Profile

Fundamentals

Details