SWCAX Mutual Fund

SWCAX Mutual Fund

NAV$10.51
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Showing the top 10 of 490 holdings · as of Jun 30, 2026
Top 10 weight
8.46%
SWCAX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Ca Regents Univ-Cd
0.96%		1.0%5,000,000$5.84M--
2—California St 5% Aug 01, 2035Financials · Banks
0.95%		1.9%5,000,000$5.78MFinancialsBanks
Sector and industry · Pro
3—Go Bonds Series 2017
0.92%		2.8%7,705,000$5.57M
4DebtSan Francisco City & CountyAirport Comm-San FranciscoInternational Airport
0.92%		3.8%5,000,000$5.56M
5—University Calif Revs 2.01 2.01
0.90%		4.7%5,000,000$5.46M
6—California Community Choice Financing Authority, Clean Energy Project Revenue Bonds, Green Sifma Index Rate Series 2022A-1
0.83%		5.5%5,000,000$5.06M
7—California Cmnt Frn 10/54
0.80%		6.3%4,465,000$4.88M
8—Bay Area Toll Auth Calif Toll 5% Oct 01, 2033 5 2033-10-01
0.75%		7.0%4,000,000$4.53M
9DebtNorgen
0.72%		7.8%4,000,000$4.37M
10—Ca Cmnty Choice-A-1 Frn 4/1/2056 2056-04-01
0.71%		8.5%4,000,000$4.30M
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Themes in the top 10
Clean EnergyClimate SolutionsEnergy SecurityInfrastructureGovernance & Ethics

SWCAX Mutual Fund Top Holdings

SWCAX holdings top 10 positions. The top 10 holdings account for 8.5% of the fund, led by Ca Regents Univ-Cd at 1.0%, California St 5% Aug 01, 2035 at 0.9%, Go Bonds Series 2017 at 0.9%.

SWCAX portfolio concentration is well-diversified, with the top 10 representing 8.5% of total assets. The largest sector exposure is Financials at 18.1%.

SWCAX sectors provide a detailed breakdown. SWCAX overlap shows how holdings compare to other funds in your portfolio.