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SWLRX
Schwab Monthly Income Fund Maximum Payout
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

SWLRX Mutual Fund Holdings Information

Compare
Holdings Count
12
Total Assets
55.32M
Top 10 Percentage
97.91%
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
12 Holdings
12 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
SWAGX
Schwab U.S. Aggregate Bond Index Fund
26.03%
$14.39M
―
―
―
―
―
SCHD
Schwab US Dividend Equity ETF
13.04%
$7.21M
―
―
―
―
―
SCHY
Schwab International Dividend Equity ETF
10.96%
$6.06M
―
―
―
―
―
BRHYX
BlackRock High Yield Portfolio
9.03%
$4.99M
―
―
―
―
―
SCHI
Schwab 5-10 Year Corporate Bond ETF
9.01%
$4.98M
―
―
―
―
―
SCHJ
Schwab 1-5 Year Corporate Bond ETF
8.08%
$4.46M
―
―
―
―
―
CPXIX
Cohen & Steers Preferred Securities and Income Fund Inc
7.11%
$3.93M
―
―
―
―
―
SWASX
Schwab Global Real Estate Fund
5.87%
$3.25M
―
―
―
―
―
SCHQ
Schwab Long-Term U.S. Treasury ETF
5.77%
$3.19M
―
―
―
―
―
RPIFX
T Rowe Price Institutional Floating Rate Fund
3.02%
$1.67M
―
―
―
―
―
Rows:
10

Sector Breakdown

Currently, no data available

Countries Breakdown

46.91%United States46.91%United States
United States
46.91%

Breakdown By Smart Score

Currently, no data available

SWLRX Mutual Funds FAQ

What are Mutual Funds SWLRX’s top 3 holdings?
SWLRX’s top 3 holdings are SWAGX, SCHD, SCHY.
    What is Mutual Funds SWLRX’s holdings count?
    Mutual Funds SWLRX’s is holdings 12 different assets.
      What are the total assets of Mutual Funds SWLRX?
      Mutual Funds SWLRX’s total assets are 55.32M.

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