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SWHYX
Mutual Fund ticker: NASDAQ
AS OF
May 12 closing price
Price
$8.69
Change
-$0.02 (-0.23%)
Net Assets
71.11M

SWHYX Schwab Opportunistic Municipal Bond Forecast, Technical & Fundamental Analysis

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

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A.I.Advisor
published Highlights

Industry description

The investment seeks to generate interest income that is not subject to federal income tax. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in municipal securities that pay interest not subject to regular federal income tax. It also invests in non-governmental municipal issuers. The fund primarily invests in general obligation and revenue obligation securities. The fund may from time to time invest temporarily up to 20% of its net assets in taxable securities of at least comparable quality to the municipal securities in which the fund invests.
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A.I. Advisor
published General Information

General Information

Category MuniNationalLong

Profile
Fundamentals
Details
Category
Muni National Long
Address
Schwab Investments.101 Montgomery StreetSan Francisco
Phone
N/A
Web
www.schwab.com
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SWHYX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SWHYX has been closely correlated with FSMUX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if SWHYX jumps, then FSMUX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWHYX
1D Price
Change %
SWHYX100%
N/A
FSMUX - SWHYX
96%
Closely correlated
N/A
MISHX - SWHYX
95%
Closely correlated
N/A
LANSX - SWHYX
90%
Closely correlated
N/A
FKTIX - SWHYX
89%
Closely correlated
N/A
VWAHX - SWHYX
46%
Loosely correlated
N/A
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