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Mutual Funds Scorecard: April 1 Edition
Iuri Struta
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The United States unveiled a $2.2 trillion stimulus package in response to the...
To find out detailed information on Charles Schwab Money Market Funds in the U.S., click the tabs in the table below. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, asset allocation, manager information, and much more. Each ticker and name links to more detailed data about each fund, including graphs, fund descriptions, details about the fund managers, and other valuable information.
Net Assets
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YTD
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YTD Rank
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1 Year Return
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1 Year Rank
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3 Year Return
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3 Year Rank
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5 Year Return
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5 Year Rank
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10 Year Return
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10 Year Rank
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Selected Filters:
We use proprietary Primary share classes for easier table navigation. This way you’ll only see one row for each fund.
Overview
This is a list of Charles Schwab Money Market Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
Short-Term Returns
In this table you will find short term historical return data, including 1-year returns and 3-year returns on Charles Schwab Money Market Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
Long-Term Returns
This table presents long term historical returns data for Charles Schwab Money Market Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
Expenses
This list includes all management costs and other fee information for Charles Schwab Money Market Funds.
Dividend
This page includes relevant dividend information on Charles Schwab Money Market Funds.
Managers
The table below illustrates valuable information regarding the primary fund manager for Charles Schwab Money Market Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
Minimums
This list includes the retirement (IRA) and standard minimum amounts required to invest in Charles Schwab Money Market Funds.
Asset Allocation
This list includes asset allocation proportions of the underlying holdings for Charles Schwab Money Market Funds.
| Fund Name | Share Class & Symbol | Primary Category | Net Assets ($M USD) | 1 Year Return | 1 Year Rank in Primary Category | Exp Ratio | Primary Manager Tenure (yrs) |
|---|---|---|---|---|---|---|---|
| Schwab Value Advantage Money Fund® | Inv (SWVXX) | Money Market | $125,381.63 | 0.00% | 10.48% | 0.42% | 12.84 |
| Schwab Government Money Fund™ | No Load (SWGXX) | Money Market | $26,000.98 | 0.00% | 5.45% | 0.59% | 12.84 |
| Schwab Municipal Money Fund™ | Inv (SWTXX) | Money Market | $15,326.11 | 0.00% | 43.29% | 0.48% | 12.84 |
| Schwab Treasury Obligations Money Fund™ | Inv (SNOXX) | Money Market | $11,392.23 | 0.00% | 54.51% | 0.48% | 7.85 |
| Schwab U.S. Treasury Money Fund™ | Inv (SNSXX) | Money Market | $7,750.10 | 0.00% | 5.14% | 0.49% | 12.84 |
| Schwab California Municipal Money Fund™ | Inv (SWKXX) | Money Market | $5,900.28 | 0.00% | 7.97% | 0.49% | 12.84 |
| Schwab Variable Share Price Money Fund™ | Other (SVUXX) | Money Market | $5,699.46 | 0.00% | 19.81% | 0.34% | 4.01 |
| Schwab Retirement Government Money Fund | Other (SNRXX) | Money Market | $2,249.56 | 0.00% | 54.93% | 0.35% | 3.79 |
| Schwab New York Municipal Money Fund™ | Inv (SWYXX) | Money Market | $1,437.29 | 0.00% | 43.40% | 0.51% | 13.84 |
| Schwab AMT Tax-Free Money Fund™ | Inv (SWWXX) | Money Market | $1,308.10 | 0.00% | 43.50% | 0.52% | 13.84 |
| Schwab Investor Money Fund® | Other (SWRXX) | Money Market | $649.17 | 0.00% | 49.58% | 0.57% | N/A |
| Schwab Retirement Advantage Money Fund® | Retirement (SWIXX) | Money Market | $205.92 | 0.00% | 87.84% | 0.62% | N/A |
| Fund Name | YTD | YTD Rank in Primary Category | 1 Year Return | 1 Year Rank in Primary Category | 3 Year Return | 3 Year Rank in Primary Category |
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| Fund Name | 5 Year Return | 5 Year Rank in Primary Category | 10 Year Return | 10 Year Rank in Primary Category | Inception Date |
|---|
| Fund Name | Exp Ratio | Management Fee | 12b-1 | Admin Fee | Front Load | Deferred Load | Max Redemption Fee | Turnover |
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| Fund Name | Div Yield | Last Dividend Date | Last Dividend Amount | Dividend Frequency | Net Income Ratio |
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| Fund Name | YTD | Primary Manager | Start Date | Primary Manager Tenure (yrs) | Tenure Rank |
|---|
| Fund Name | IRA Minimum | Standard Minimum |
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| Fund Name | Stocks | Bonds | Convertible Bonds | Preferred Stocks | Cash |
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