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Schwab CA Tax-Free Bond SWCAX

Quantitative rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 11.17  /  0.17 %
  • Total Assets 421.1 Mil
  • Adj. Expense Ratio
    0.480%
  • 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.

Summary

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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.

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