SWCAX Mutual Fund

SWCAX Mutual Fund

NAV$10.88
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Showing the top 10 of 427 holdings · as of Feb 28, 2026
Top 10 weight
9.70%
SWCAX top 10 holdings, by weight
#TickerNameWeightCumulativeMkt valueSectorIndustry
1—Los Angeles Ca Los 06/26 Fixed 5Financials · Banks
1.39%		1.4%$8.19MFinancialsBanks
2—San Francisco Ca Arpt 2025-Xf3297-Ev Q=Bc D1@ 05/01/2055
1.36%		2.8%$8.00M--
Sector and industry · Pro
3—California St 5% Aug 01, 2035
1.02%		3.8%$6.03M
4DebtSan Francisco City & CountyAirport Comm-San FranciscoInternational Airport
0.99%		4.8%$5.80M
5—Beverly Hills Unified School District (election of 2008), Series 2009, Go Bonds
0.94%		5.7%$5.51M
6—California Community Choice Financing Authority, Clean Energy Project Revenue Bonds, Green Sifma Index Rate Series 2022A-1
0.87%		6.6%$5.12M
7—California Cmnt Frn 10/54
0.83%		7.4%$4.91M
8—Bay Area Toll Auth Calif Toll 5% Oct 01, 2033 5 2033-10-01
0.80%		8.2%$4.70M
9—Ca Cmnty Choice-A-1 Frn 4/1/2056 2056-04-01
0.76%		9.0%$4.44M
10—California Cmnty Choice Fing Auth Clean Energy Proj Rev Var 01-Dec-2055
0.74%		9.7%$4.34M
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Themes in the top 10
InfrastructureUrbanizationClean EnergyClimate SolutionsEnergy SecurityGovernance & Ethics

SWCAX Mutual Fund Top Holdings

SWCAX holdings top 10 positions. The top 10 holdings account for 9.7% of the fund, led by Los Angeles Ca Los 06/26 Fixed 5 at 1.4%, San Francisco Ca Arpt 2025-Xf3297-Ev Q=Bc D1@ 05/01/2055 at 1.4%, California St 5% Aug 01, 2035 at 1.0%.

SWCAX portfolio concentration is well-diversified, with the top 10 representing 9.7% of total assets. The largest sector exposure is Financials at 22.1%.

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