SWCAX Mutual Fund

SWCAX Mutual Fund

NAV$10.78
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Showing the top 10 of 490 holdings · as of Aug 31, 2026
Top 10 weight
8.41%
SWCAX top 10 holdings, by weight
#TickerNameWeightCumulativeMkt valueSectorIndustry
1DebtUniversity Of California
0.94%		0.9%$5.65M--
2—California St 5% Aug 01, 2035Financials · Banks
0.93%		1.9%$5.58MFinancialsBanks
Sector and industry · Pro
3—Go Bonds Series 2017
0.93%		2.8%$5.58M
4DebtSan Francisco City & CountyAirport Comm-San FranciscoInternational Airport
0.91%		3.7%$5.45M
5—University Calif Revs 2.01 2.01
0.90%		4.6%$5.40M
6—California Community Choice Financing Authority, Clean Energy Project Revenue Bonds, Green Sifma Index Rate Series 2022A-1
0.84%		5.5%$5.05M
7—California Cmnt Frn 10/54
0.80%		6.3%$4.79M
8—Bay Area Toll Auth Calif Toll 5% Oct 01, 2033 5 2033-10-01
0.74%		7.0%$4.45M
9DebtNorgen
0.72%		7.7%$4.33M
10—Ca Cmnty Choice-A-1 Frn 4/1/2056 2056-04-01
0.70%		8.4%$4.21M
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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 8.4% of the fund, led by University Of California 5 05/15/2035 at 0.9%, 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 8.4% of total assets. The largest sector exposure is Financials at 18.5%.

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