Schwab Retirement Advantage Money Fund (SWIXX.O)

At A Glance

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12 Month Yield


Total Net Assets


YTD Return (Cumulative)
Money Market
5 Year Return (Annualized)
Manager Benchmark
Lipper Money Mkt Fd IX

Growth of $10,000 over 10 years »


The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund Family
Inception Date01/04/1994
Portfolio Turnover0%
Dividend Yield--
Fund ManagerTeam Managed
Manager Tenure--
Charles Schwab Investment Management Inc
211 Main Street
San Francisco, CA 94105

Fees, Expenses, & Minimums

Load TypeNo load
Total Expense Ratio0.49%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment$25,000
Subsequent Investments$1
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks to offer its shareholders the potential to earn higher yields than other money market funds. The investor not requiring frequent access is the one the Fund has in mind. Current income consistent with liquidity and stability of capital are sought.

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