SWLRX Mutual Fund
SWLRX Mutual Fund
NAV$9.60
AUM$76M
TER0.18%
Holdings12
See how much of SWLRX you already own
SWLRX Mutual Fund
NAV$9.60
Schwab Monthly Income Fund Income Payout
AUM$76M
TER0.18%
Holdings12
See how much of SWLRX you already own
SWLRX Mutual Fund Sector Allocation
SWLRX sector allocation breaks down across Financials (22.3%). Across 12 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
SWLRX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
SWLRX by country shows geographic exposure. SWLRX overlap reveals how sector exposure compares with other funds.