Tax-Free Bond Funds
Looking for tax-free income? Take advantage of our competitively priced muni bond funds, which provide income free from federal and/or state taxes.
Solid performance and great value.
- Tax-free bond funds have a low $100 minimum and 0.49% expense ratio.1
- The Schwab CA Tax-Free Bond Fund won the Lipper Fund Award for "Best California Intermediate Municipal Debt Fund over Ten Years" in 2014, 2013, 2012, 2011, 2010 and 2009.2
Take the next step.
Open an account to get tax-free bond funds that are right for you.
Open an Account or call 866-232-9890.
1. The investment advisor and its affiliates have agreed to limit the total annual fund operating expenses (excluding interest, taxes, and certain nonroutine expenses) of the fund to 0.49% for so long as the investment advisor serves as the advisor to the fund. This agreement may only be amended or terminated with the approval of the fund’s board of trustees.
2. Source: Lipper Analytical Services, Inc. Lipper rankings are based on average annual total returns.
Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can view, download, and print a prospectus by clicking on Investor Information. Please read the prospectus carefully before investing.
Performance data quoted represents past performance and does not indicate future results. Visit Schwab.com for month-end performance information. Current performance may be lower or higher. Investment return and principal value of an investment will fluctuate; therefore, redemption of shares may result in loss of principal.
Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed-income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. All of these factors can subject the funds to increased loss of principal.
Investment income may be subject to certain state and local taxes and, depending on your tax status, the federal alternative minimum tax. Capital gains are not exempt from federal income tax.
The distributor for Schwab Funds® is Charles Schwab & Co., Inc. (“Schwab”). The investment advisor is Charles Schwab Investment Management, Inc. (“CSIM”). Both are affiliates of The Charles Schwab Corporation.