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SWHYX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Schwab Opportunistic Municipal Bond (SWHYX) Ownership - Who owns Schwab Opportunistic Municipal Bond?

The investment seeks to generate interest income that is not subject to federal income tax... Show more

Category: #Muni National Long

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

Profile

Details

Group

Fixed Income Funds

Fundamentals

SWHYX

Net Assets

67.7M

Fund Existence

over 11 years

Turnover

181.00

Total Expense Ratio

0.50

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Muni National Long

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.60

Assets in Top Ten Holdings

9.93M

Average Credit Quality

Average Effective Duration

9.32

Average Effective Maturity

15.90

Fund of Funds

Fund Share Class Net Assets

67.7M

Fund Type

OpenEnd

Index Fund

Management Fee

0.40

Modified Duration

10.18

No Load Fund

Yes

Number of Long Holdings

257.00

Number of Net Holdings

257.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

8.32%

Gain YTD

-2.770

Annual Yield % from dividends

4.29

Returns for 1 year

-2.19

Returns for 3 years

3.15

Returns for 5 years

-0.48

Returns for 10 years

9.15

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Category MuniNationalLong

Profile

Fundamentals

Details