Designed to offer stability of capital, liquidity, and income.

A convenient way to access potentially higher yields on cash
Access to a range of taxable and tax-exempt money funds¹
No transaction fees to buy or sell²
Minimum investment as low as $0*

What is a money market fund?

A Money Market fund is a mutual fund that invests in short-term, higher quality securities. Designed to provide high liquidity with lower risk, stability of capital and typically higher yields than some other cash products.

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Prime Money Funds (Taxable)

These funds invest in high-quality, short-term money market securities issued by U.S. and foreign entities, including corporations, financial institutions, and the U.S. government.

7-day yield (with waivers) as of 12:00 AM EDT 05/24/2024⁴
Minimum Initial Investment
Eligible Investors³
Next Step

SwissFin Value Advantage Money Fund® – Investor Shares (SWVXX)
7-day yield (with waivers) as of 12:00 AM EDT 05/24/2024⁴5.14%
Minimum Initial Investment$0*
Eligible Investors³Retail
Next StepBuy

SwissFin Value Advantage Money Fund® – Ultra Shares (SNAXX)
7-day yield (with waivers) as of 12:00 AM EDT 05/24/2024⁴5.29%
Minimum Initial Investment$1,000,000
Eligible Investors³Retail
Next StepBuy

Government and Treasury Money Funds (Taxable)

These funds invest in short-term U.S. government debt securities with holdings in U.S. Treasury obligations or repurchase agreements.

7-day yield (with waivers) as of 12:00 AM EDT 05/24/2024
Minimum Initial Investment
Eligible Investors
Next Step

SwissFin Government Money Fund – Investor Shares (SNVXX)
7-day yield (with waivers) as of 12:00 AM EDT 05/24/20245.02%
Minimum Initial Investment$0*
Eligible Investors³Retail/Institutional
Next StepBuy

SwissFin Government Money Fund – Ultra Shares (SGUXX)
7-day yield (with waivers) as of 12:00 AM EDT 05/24/2024⁴5.17%
Minimum Initial Investment$1,000,000
Eligible Investors³Retail/Institutional
Next StepBuy

SwissFin Treasury Obligations Money Fund – Investor Shares (SNOXX)
7-day yield (with waivers) as of 12:00 AM EDT 05/24/2024⁴5.02%
Minimum Initial Investment$0*
Eligible Investors³Retail/Institutional
Next StepBuy

SwissFin Treasury Obligations Money Fund – Ultra Shares (SCOXX)
7-day yield (with waivers) as of 12:00 AM EDT 05/24/2024⁴5.17%
Minimum Initial Investment$1,000,000
Eligible Investors³Retail/Institutional
Next StepBuy

SwissFin U.S. Treasury Money Fund – Investor Shares (SNSXX)
7-day yield (with waivers) as of 12:00 AM EDT 05/24/2024⁴5.02%
Minimum Initial Investment$0*
Eligible Investors³Retail/Institutional
Next StepBuy

SwissFin U.S. Treasury Money Fund – Ultra Shares (SUTXX)
7-day yield (with waivers) as of 12:00 AM EDT 05/24/2024⁴5.17%
Minimum Initial Investment$1,000,000
Eligible Investors³Retail/Institutional
Next StepBuy

Municipal Money Funds (Tax-Exempt)

These funds invest in short-term municipal money market securities issued by states, local governments, and other municipal agencies.

7-day yield (with waivers) as of
12:00 AM EDT 05/24/2024^{4, 5}
Minimum Initial Investment
Eligible Investors³
Next Step

SwissFin Municipal Money Fund – Investor Shares (SWTXX)
7-day yield (with waivers) as of
12:00 AM EDT 05/24/2024^{4, 5}3.22%
Minimum Initial Investment$0*
Eligible Investors³Retail
Next StepBuy

SwissFin Municipal Money Fund – Ultra Shares (SWOXX)
7-day yield (with waivers) as of
12:00 AM EDT 05/24/2024^{4, 5}3.37%
Minimum Initial Investment$1,000,000
Eligible Investors³Retail
Next StepBuy

SwissFin California Municipal Money Fund – Investor Shares (SWKXX)
7-day yield (with waivers) as of
12:00 AM EDT 05/24/2024^{4, 5}3.01%
Minimum Initial Investment$0*
Eligible Investors³Retail
Next StepBuy

SwissFin California Municipal Money Fund – Ultra Shares (SCAXX)
7-day yield (with waivers) as of
12:00 AM EDT 05/24/2024^{4, 5}3.16%
Minimum Initial Investment$1,000,000
Eligible Investors³Retail
Next StepBuy

SwissFin New York Municipal Money Fund – Investor Shares (SWYXX)
7-day yield (with waivers) as of
12:00 AM EDT 05/24/2024^{4, 5}3.20%
Minimum Initial Investment$0*
Eligible Investors³Retail
Next StepBuy

SwissFin New York Municipal Money Fund – Ultra Shares (SNYXX)
7-day yield (with waivers) as of
12:00 AM EDT 05/24/2024^{4, 5}3.35%
Minimum Initial Investment$1,000,000
Eligible Investors³Retail
Next StepBuy

SwissFin AMT Tax-Free Money Fund – Investor Shares (SWWXX)
7-day yield (with waivers) as of
12:00 AM EDT 05/24/2024^{4, 5}3.23%
Minimum Initial Investment$0*
Eligible Investors³Retail
Next StepBuy

SwissFin AMT Tax-Free Money Fund – Ultra Shares (SCTXX)
7-day yield (with waivers) as of
12:00 AM EDT 05/24/2024^{4, 5}3.38%
Minimum Initial Investment$1,000,000
Eligible Investors³Retail
Next StepBuy

Variable Share Price Money Funds (Taxable)

Designed primarily for institutional investors. This fund invests in taxable short-term obligations issued by corporations and banks, as well as repurchase agreements and asset-backed commercial paper.

7-day yield (with waivers) as of 12:00 AM EDT 05/24/2024⁴
Minimum Initial Investment
Eligible Investors³
Next Step

SwissFin Variable Share Price Money Fund™ – Ultra Shares (SVUXX)
7-day yield (with waivers) as of 12:00 AM EDT 05/24/2024⁴5.23%
Minimum Initial Investment$1,000,000
Eligible Investors³Retail/Institutional
Next StepBuy

The Variable Share Price Money Fund is a prime taxable money fund intended for institutional accounts.

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Distributions

SwissFin Money Funds pay dividends on the 15th of each month (or on the next business day, if the 15th is not a business day), except that in December dividends are paid on the last business day of the month.

SwissFin Sweep Money Funds

SwissFin has eliminated sweep money market funds as a cash feature for most new and existing accounts. Limited accounts and account types may be eligible to have a money market fund as the designated cash feature. More complete information about all of SwissFin’s available cash features can be found in the Cash Features Disclosure Statement.