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STOCKS
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SWJRX
Schwab Monthly Income Fund Moderate Payout
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

SWJRX Mutual Fund Holdings Information

Holdings Count
11
Total Assets
36.40M
Top 10 Percentage
99.31%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
11 Holdings
11 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
SCHY
Schwab International Dividend Equity ETF
20.94%
$7.58M
―
―
―
―
―
SCHD
Schwab US Dividend Equity ETF
20.04%
$7.26M
―
―
―
―
―
SWAGX
Schwab U.S. Aggregate Bond Index Fund
16.56%
$6.00M
―
―
―
―
―
BRHYX
BlackRock High Yield Portfolio
10.99%
$3.98M
―
―
―
―
―
SWASX
Schwab Global Real Estate Fund
9.56%
$3.46M
―
―
―
―
―
CPXIX
Cohen & Steers Preferred Securities and Income Fund Inc
6.90%
$2.50M
―
―
―
―
―
SCHQ
Schwab Long-Term U.S. Treasury ETF
6.68%
$2.42M
―
―
―
―
―
RPIFX
T Rowe Price Institutional Floating Rate Fund
3.27%
$1.18M
―
―
―
―
―
SCHI
Schwab 5-10 Year Corporate Bond ETF
2.97%
$1.07M
―
―
―
―
―
SGUXX
Schwab Government Money Fund
1.40%
$506.97K
―
―
―
―
―
Rows:
10

Sector Breakdown

Currently, no data available

Countries Breakdown

50.55%United States50.55%United States
United States
50.55%

Breakdown By Smart Score

Currently, no data available

SWJRX Mutual Funds FAQ

What are Mutual Funds SWJRX’s top 3 holdings?
SWJRX’s top 3 holdings are SCHY, SCHD, SWAGX.
    What is Mutual Funds SWJRX’s holdings count?
    Mutual Funds SWJRX’s is holdings 11 different assets.
      What are the total assets of Mutual Funds SWJRX?
      Mutual Funds SWJRX’s total assets are 36.40M.

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