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SWERX Mutual Fund Holdings Information

Holdings Count
21
Total Assets
1.37B
Top 10 Percentage
76.14%
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21 Holdings
21 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
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SWPPX
Schwab S&P 500 Index Fund
19.42%
$266.73M
SWMIX
Schwab International Opportunities Fund
11.03%
$151.54M
SICNX
Schwab International Core Equity Fund
8.47%
$116.36M
LGILX
Schwab Select Large Cap Growth Fund
7.59%
$104.23M
SWAGX
Schwab U.S. Aggregate Bond Index Fund
7.32%
$100.58M
DODGX
Dodge & Cox Stock Fund
5.25%
$72.05M
SFLNX
Schwab Fundamental U.S. Large Company Index Fund
4.80%
$65.95M
SWSCX
Schwab Small-Cap Equity Fund
4.22%
$57.91M
SWASX
Schwab Global Real Estate Fund
4.18%
$57.38M
SWANX
Schwab Core Equity Fund
3.86%
$52.98M
Rows:
10

Sector Breakdown

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Countries Breakdown

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Breakdown By Smart Score

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SWERX Mutual Funds FAQ

What are Mutual Funds SWERX’s top 3 holdings?
SWERX’s top 3 holdings are SWPPX, SWMIX, SICNX.
    What is Mutual Funds SWERX’s holdings count?
    Mutual Funds SWERX’s is holdings 21 different assets.
      What are the total assets of Mutual Funds SWERX?
      Mutual Funds SWERX’s total assets are 1.37B.
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