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SWMCX Mutual Fund Price & Analysis

To pursue its goal, the fund generally invests in securities that are included in the Russell Midcap® Index. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets (including, for this purpose, any borrowings for investment purposes) in securities included in the index. The Russell Midcap Index measures the performance of the mid-cap segment of the U.S. equity universe. It is a subset of the Russell 1000® Index, representing the smallest issuers in the Russell 1000 Index.
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SWMCX Mutual Fund Chart & Stats

SWMCX Mutual Fund 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

Name
Weight %
Palantir Technologies Inc.
1.35%
AppLovin Corp. Class A
0.79%
Arthur J. Gallagher
0.60%
Williams Companies
0.55%
Bank of New York Mellon Corporation
0.52%
Royal Caribbean Cruises
0.51%
Hilton Worldwide Holdings Inc.
0.50%
AFLAC Incorporated
0.49%
Coinbase Global, Inc.
0.48%
Vistra Energy
0.46%
Total6.25%

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