SWCGX Mutual Fund

NAV$16.44

AUM$215M

TER0.50%

Holdings14

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SWCGX Mutual Fund

NAV$16.44

Schwab MarketTrack Conservative Portfolio

AUM$215M

TER0.50%

Holdings14

See how much of SWCGX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

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See the full sector breakdown of SWCGX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

PRO

of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
—	—	—
—	—	—
—	—	—

Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

SWCGX Mutual Fund Sector Allocation

SWCGX sector allocation breaks down across Real Estate (2.1%). Across 14 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

SWCGX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

SWCGX by country shows geographic exposure. SWCGX overlap reveals how sector exposure compares with other funds.