Schwab Tax Free Bond Fund Quote

SWNTX Fund  USD 11.02  0.02  0.18%   

Performance

4 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 21

 
High
 
Low
Low
Schwab Tax-free is trading at 11.02 as of the 26th of November 2024; that is 0.18 percent increase since the beginning of the trading day. The fund's open price was 11.0. Schwab Tax-free 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. Equity ratings for Schwab Tax Free Bond 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.
To pursue its goal, the fund primarily invests in investment-grade municipal securities - those in the four highest credit rating categories . It normally invests at least 80 percent of its net assets in municipal securities the interest from which is exempt from federal income tax, including the federal alternative minimum tax .. More on Schwab Tax Free Bond

Moving together with Schwab Mutual Fund

  1.0SWCAX Schwab California TaxPairCorr
  0.64SWCGX Schwab MarkettrackPairCorr
  0.73SWAGX Schwab Aggregate BondPairCorr

Moving against Schwab Mutual Fund

  0.34LGILX Laudus Large CapPairCorr

Schwab Mutual Fund Highlights

Fund ConcentrationSchwab Funds, Large Funds, Muni National Interm Funds, Muni National Interm, Schwab Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date19th of December 2022
Fiscal Year EndAugust
Schwab Tax Free Bond [SWNTX] is traded in USA and was established 26th of November 2024. Schwab Tax-free is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Muni National Interm category and is part of Schwab Funds family. This fund at this time has accumulated 556.25 M in assets with no minimum investment requirementsSchwab Tax Free is currently producing year-to-date (YTD) return of 2.03% with the current yeild of 0.0%, while the total return for the last 3 years was -0.17%.
Check Schwab Tax-free Probability Of Bankruptcy

Instrument Allocation

Schwab Tax Free Risk Profiles

Schwab Tax-free Against Markets

Other Information on Investing in Schwab Mutual Fund

Schwab Tax-free 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 Tax-free security.
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