Schwab Opportunistic Municipal Fund Quote

SWHYX Fund  USD 8.95  0.03  0.33%   

Performance

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Odds Of Distress

Less than 22

 
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Schwab Opportunistic is trading at 8.95 as of the 1st of February 2025; that is 0.33 percent decrease since the beginning of the trading day. The fund's open price was 8.98. Schwab Opportunistic 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 2nd of January 2025 and ending today, the 1st of February 2025. 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

  0.79LGILX Laudus Large CapPairCorr
  0.7SWBRX Schwab Target 2010PairCorr
  0.97SWCAX Schwab California TaxPairCorr
  0.61SWCGX Schwab MarkettrackPairCorr
  0.73SWANX Schwab E EquityPairCorr
  0.86SWAGX Schwab Aggregate BondPairCorr

Schwab Mutual Fund Highlights

Fund ConcentrationSchwab Funds, Muni National Long Funds, Muni National Long, Schwab Funds (View all Sectors)
Update Date31st of December 2024
Schwab Opportunistic Municipal [SWHYX] is traded in USA and was established 1st of February 2025. 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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