Schwab Opportunistic Municipal Fund Quote

SWHYX Fund  USD 9.11  0.04  0.44%   

Performance

3 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 22

 
High
 
Low
Low
Schwab Opportunistic is trading at 9.11 as of the 26th of November 2024; that is 0.44 percent increase since the beginning of the trading day. The fund's open price was 9.07. Schwab Opportunistic has about a 22 % 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. Equity ratings for Schwab Opportunistic Municipal are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of January 2023 and ending today, the 26th of November 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets 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. More on Schwab Opportunistic Municipal

Moving together with Schwab Mutual Fund

  0.89SWCAX Schwab California TaxPairCorr
  0.64SWCGX Schwab MarkettrackPairCorr
  0.69SWAGX Schwab Aggregate BondPairCorr

Moving against Schwab Mutual Fund

  0.33LGILX Laudus Large CapPairCorr

Schwab Mutual Fund Highlights

Fund ConcentrationSchwab Funds, Muni National Long Funds, Muni National Long, Schwab Funds (View all Sectors)
Update Date30th of September 2024
Schwab Opportunistic Municipal [SWHYX] is traded in USA and was established 26th of November 2024. Schwab Opportunistic is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Muni National Long category and is part of Schwab Funds family. Schwab Opportunistic at this time has accumulated 68.74 M in assets with no minimum investment requirements
Check Schwab Opportunistic Probability Of Bankruptcy

Instrument Allocation

Schwab Opportunistic Risk Profiles

Schwab Opportunistic Against Markets

Other Information on Investing in Schwab Mutual Fund

Schwab Opportunistic 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 Opportunistic security.
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