Schwab CA Tax-Free Bond's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
- NAV / 1-Day Return 11.17 / 0.17 %
- Total Assets 421.1 Mil
Adj. Expense Ratio
- Expense Ratio 0.380%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Muni California Intermediate
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Min. Initial Investment 0
- Status Open
- TTM Yield 2.13%
- Effective Duration 4.80 years
Morningstar’s Analysis SWCAX
Will SWCAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.