Schwab California Tax Free Fund Quote

SWCAX Fund  USD 11.12  0.01  0.09%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Schwab California is trading at 11.12 as of the 1st of March 2025; that is 0.09 percent increase since the beginning of the trading day. The fund's open price was 11.11. Schwab California has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 30th of January 2025 and ending today, the 1st of March 2025. Click here to learn more.
To pursue its goal, the fund primarily invests in investment-grade municipal securities - those in the four highest credit rating categories from California issuers. The fund normally invests at least 80 percent of its net assets in municipal securities the interest from which is exempt from federal and California personal income tax and federal alternative minimum tax.. More on Schwab California Tax Free

Moving together with Schwab Mutual Fund

  0.62SWBRX Schwab Target 2010PairCorr
  0.61SWANX Schwab E EquityPairCorr
  0.91SWAGX Schwab Aggregate BondPairCorr

Schwab Mutual Fund Highlights

Fund ConcentrationSchwab Funds, Large Funds, Muni California Intermediate Funds, Muni California Intermediate, Schwab Funds, Large, Muni California Intermediate (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date19th of December 2022
Fiscal Year EndAugust
Schwab California Tax Free [SWCAX] is traded in USA and was established 1st of March 2025. Schwab California is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Muni California Intermediate category and is part of Schwab Funds family. This fund at this time has accumulated 407.22 M in assets with no minimum investment requirementsSchwab California Tax is currently producing year-to-date (YTD) return of 0.33% with the current yeild of 0.01%, while the total return for the last 3 years was 0.9%.
Check Schwab California Probability Of Bankruptcy

Instrument Allocation

Schwab California Tax Risk Profiles

Schwab California Against Markets

Other Information on Investing in Schwab Mutual Fund

Schwab California financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab California security.
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