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SWANX Mutual Fund Price & Analysis
SWANX Mutual Fund Chart & Stats
Previous Close$21.87
Sub-CategoryLarge Cap
Total Liabilities9.63M
Last Dividend Ex-Date
Dec 17, 2024Expense Ratio0.72%
Holding Count52
Brandschwab capital trust
Dividend Yield
(0.53%)CategoryEquity
Total Assets1.51B
Shares OutstandingN/A
52-Week Range$21.11 - $26.07
SWANX Mutual Fund News
PremiumCompany Announcements
Alphabet Inc. Earnings Call Highlights Growth and AI AdvancesSWANX Mutual Fund Smart Score
Outperform
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Learn more about TipRanks Smart Score
For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.
Top 10 Holdings
Microsoft
8.71%
Nvidia Corporation
6.50%
Amazon.Com, Inc.
6.23%
Apple Inc
6.09%
Alphabet Inc. Class A
5.39%
Meta Platforms, Inc.
4.92%
Fidelity National Information Services
3.42%
Broadcom Inc.
3.33%
PayPal Holdings, Inc.
3.32%
Visa Inc.
3.06%
Total50.96%