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SWERX Mutual Fund Holdings Information
Holdings Count
21Total Assets
1.10BTop 10 Percentage
76.25%21 Holdings
Schwab S&P 500 Index Fund
20.12%
$220.83M
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premium
Schwab International Opportunities Fund
11.18%
$122.67M
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premium
Schwab International Core Equity Fund
8.76%
$96.09M
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premium
Dodge & Cox Stock Fund
5.94%
$65.15M
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premium
Schwab U.S. Aggregate Bond Index Fund
5.71%
$62.71M
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premium
Schwab Select Large Cap Growth Fund
5.65%
$61.95M
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premium
ClearBridge Large Cap Growth Fund
5.25%
$57.64M
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premium
Schwab Global Real Estate Fund
5.05%
$55.37M
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premium
Schwab Fundamental US Large Company Index Fund
4.44%
$48.76M
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premium
Schwab Small-Cap Equity Fund
4.15%
$45.53M
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premium
Sector Breakdown
Currently, no data available
Countries Breakdown
Currently, no data available
Breakdown By Smart Score
Currently, no data available
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 1.10B.