Schwab California Tax-Free Bond Fund™ has an expense ratio of 0.38 percent. Net Expense Ratio 0.38 Category Average: 0.71%* Management 0.22 Category Average: 0.39%* SEE MORE SWCAX FEES Updated 10/31/23 Risk Risk is Average compared to funds in the same category according to Morningstar...
Information related to a security's tax-exempt status (federal and in-state) is obtained from third parties, and Charles Schwab & Co., Inc. does not guarantee its accuracy. Tax-exempt income may be subject to the Alternative Minimum Tax (AMT). Capital appreciation from bond funds and ...
The fund may purchase certain variable-rate demand securities issued by single state or national closed-end municipal bond funds, which, in turn, invest primarily in portfolios of tax-exempt municipal bonds. It is anticipated that the interest on the variable-rate demand securities will be exempt...
Information related to a security's tax‐exempt status (federal and in‐state) is obtained from third‐parties and Schwab does not guarantee its accuracy. Tax‐exempt income may be subject to the Alternative Minimum Tax (AMT). Capital appreciation from bond funds and discounted bonds may be ...
Best Muni National Short Funds #1 Fidelity Flex Cnsrv Inc Muni Bd Fd FUEMX #2 Invesco Limited Term Municipal Income Fd AITFX #3 AB Municipal Bond Inflation Strategy AUNAX #4 Vanguard Limited Term Tax Exempt Fund VMLTX #5 Vanguard Ultra Short Term Tax Exempt Fd VWSTX SEE FULL RATINGS LIST...
High-yield municipal bonds have more price volatility and credit risk, but they have outperformed investment-grade munis dramatically over the past 15 years.
11.45 -0.26% SA Real Estate Securities Fund Other CPTP 9.88 -0.50% Capital Properties, Inc. ZMPLF 7.33 -3.43% Zimplats Holdings Limited SWTXX 1.00 0.00% Schwab Municipal Money Fund™ Inv Compare Stock Analysis Stock Ideas Long Ideas
Investment fees:Schwab Health Savings Brokerage Account: $24/yr*. HSA Guided Portfolio: 0.50%/yr. Minimum balance to invest:$0 Investment options:Stocks, bonds, mutual funds, ETFs (investments depend on account type) Pros: Maximum investment flexibility via self-directed Schwab HBSA ...
These top Fidelity mutual funds have characteristics particularly suitable for long-term investors. Tony DongSept. 12, 2024 7 Best Fidelity Mutual Funds to Buy Trading platforms, tools and support can set investment firms apart. Marc GubertiSept. 10, 2024 Fidelity vs. Charles Schwab Found in many...
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