Schwab California Tax Free Fund Quote
| SWCAX Fund | USD 11.01 0.01 0.09% |
PerformanceInsignificant
| Odds Of DistressLow
|
Schwab California is trading at 11.01 as of the 23rd of March 2025; that is 0.09 percent increase since the beginning of the trading day. The fund's open price was 11.0. Schwab California has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd 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
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Schwab Mutual Fund Highlights
| Fund Concentration | Schwab Funds, Large Funds, Muni California Intermediate Funds, Muni California Intermediate, Schwab Funds, Large, Muni California Intermediate (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 19th of December 2022 |
| Fiscal Year End | August |
Schwab California Tax Free [SWCAX] is traded in USA and was established 23rd 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 0.03% with the current yeild of 0.01%, while the total return for the last 3 years was 1.25%.
Check Schwab California Probability Of Bankruptcy
Instrument Allocation
Schwab California Tax Risk Profiles
| Mean Deviation | 0.1269 | |||
| Standard Deviation | 0.1861 | |||
| Variance | 0.0346 | |||
| Risk Adjusted Performance | (0.06) |
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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