SWCGX Mutual Fund Holdings Overlap Calculator | MarketXLS

SWCGX Mutual Fund

NAV$16.43

AUM$212M

TER0.50%

Holdings14

See what you own twice

Check SWCGX against your other funds. Free for up to 5.

Check my overlap

SWCGX Mutual Fund

NAV$16.43

Schwab MarketTrack Conservative Portfolio

AUM$212M

TER0.50%

Holdings14

See what you own twice

Check SWCGX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare SWCGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SWCGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SWCGX Mutual Fund Overlap Analysis

SWCGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

SWCGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, SWCGX may share significant positions with broad-market funds.

SWCGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SWCGX tax-loss harvesting finds highly correlated but non-identical funds.