ETFs & Mutual Funds Holding CPXIX

ETFs & Mutual Funds Holding CPXIX
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free
3
Total Funds
SWKRX
Highest: 7.1%
SWLRX
Lowest ER: 0.18%
7.09%
Avg Weight

All 3 Funds with CPXIX

Fund ↕Weight ↓
SWKRX
Schwab Monthly Income Fund Flexible Payout
7.09%View
SWJRX
Schwab Monthly Income Fund Target Payout
7.09%View
SWLRX
Schwab Monthly Income Fund Income Payout
7.09%View
How are scores calculated?
Compare Top Funds
SWKRX vs SWLRX
Tax-Loss Harvest
Find alternatives to SWKRX
Advanced Screener
Filter by 50+ criteria
View SWKRX
Highest CPXIX exposure
Find funds holding:AAPLMSFTAMZNMETANVDAMore →
★The Portfolio X-Ray: see what you actually own Cancel anytime★
FundXLS

See exactly what you own with our proprietary sector, industry & theme classification. Know instantly if you're over or under invested.

✓Advanced ETF Screener✓All holdings, not just top 10✓Sector & Theme classification✓Compare up to 10 ETFs✓ETF Overlap AnalysisUpdated daily (within 12hrs)
From FundXLS, built by a team trusted since 2014