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SWLVX Mutual Fund Price & Analysis
SWLVX Mutual Fund Chart & Stats
Previous Close$57.91
Sub-CategoryLarge Cap
Total Liabilities143.30K
Last Dividend Ex-Date
Dec 13, 2024Expense Ratio0.04%
Holding Count861
Brandschwab capital trust
Dividend Yield
(2.03%)CategoryEquity
Total Assets806.72M
Shares OutstandingN/A
52-Week Range$52.97 - $63.09
SWLVX Mutual Fund News
PremiumWeekend Updates
Bank of America Stock Surges Amid Market Volatility
SWLVX Mutual Fund Smart Score
Neutral
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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
Berkshire Hathaway B
3.32%
JPMorgan Chase & Co.
2.90%
Exxon Mobil Corp.
1.85%
Unitedhealth Group Inc.
1.80%
Walmart Inc.
1.65%
Johnson & Johnson
1.42%
Bank of America
1.19%
Procter & Gamble Company
1.18%
Wells Fargo & Company
1.02%
Chevron
0.99%
Total17.32%