Schwab Tax-Free Bond Fund

Type: Mutual Funds Symbol: SWNTX Net Expense Ratio: 0.490%

Summary

Objective

The fund seeks high current income that is exempt from federal income tax, consistent with capital preservation.

Highlights

  • Actively managed fund that primarily invests in investment-grade municipal securities, with at least 80% of its net assets invested in municipal securities with interest income exempt from federal income tax, including AMT
  • Experienced portfolio managers, benefiting from extensive credit research, actively seek to maximize current income within the limits of the fund’s credit and average maturity standards by applying proprietary investment techniques and risk analyses in making investment decisions for the fund
  • No investment minimums and no loads 

Fund Details

Performance

Portfolio