SWIRX Mutual Fund

SWIRX Mutual Fund

NAV$20.05
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Showing the top 10 of 22 holdings · as of Aug 31, 2026
Top 10 weight
75.15%
SWIRX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt value
1
SWPPX
Schwab S&p 500 Index Fund
19.02%		19.0%6,485,438$128.67M
2DebtSchwab U.s. Aggregate Bond Index Fund
11.54%		30.6%8,911,510$78.06M
3
SWMIX
Laudus International Marketmasters Fund
9.84%		40.4%2,418,337$66.60M
4
SICNX
Schwab International Core Equity Fund
7.63%		48.0%2,982,959$51.61M
5
LGILX
Laudus U.s. Large Cap Growth Fund
6.54%		54.6%1,637,383$44.26M
6
DODGX
Dodge & Cox Stock Fund
4.76%		59.3%1,766,076$32.18M
7DebtBaird Aggregate Bond Fund
4.35%		63.7%3,046,102$29.43M
8DebtPimco International Bond Fund U.s. Dollar-hedged
4.07%		67.8%2,856,897$27.51M
9
SFLNX
Schwab Fundamental US Large Company Index Fund
3.78%		71.5%664,923$25.57M
10DebtAllspring Core Plus Bond Fund
3.62%		75.2%2,227,514$24.48M
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SWIRX Mutual Fund Top Holdings

SWIRX holdings top 10 positions. The top 10 holdings account for 75.2% of the fund, led by Schwab S&p 500 Index Fund at 19.0%, Schwab U.s. Aggregate Bond Index Fund at 11.5%, Laudus International Marketmasters Fund at 9.8%.

SWIRX portfolio concentration is relatively high, with the top 10 representing 75.2% of total assets.

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