SWDRX Mutual Fund

SWDRX Mutual Fund

NAV$18.35
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Showing the top 8 of 22 holdings · as of Apr 30, 2026
Top 8 weight
41.23%
SWDRX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt value
1DebtSchwab U.s. Aggregate Bond Index Fund
16.13%		16.1%18,975,498$169.26M
2DebtBaird Aggregate Bond Fund
7.39%		23.5%7,886,366$77.52M
3DebtSchwab Short-term Bond Index Fund
4.81%		28.3%5,255,612$50.51M
4DebtAllspring Core Plus Bond Fund
3.66%		32.0%3,425,426$38.36M
5DebtPimco International Bond Fund U.s. Dollar-hedged
3.52%		35.5%3,810,922$36.97M
6DebtSchwab Treasury Inflation Protected Securities Index Fund
2.60%		38.1%2,612,315$27.25M
7DebtLoomis Sayles Investment Grade Bond Fund Class Y
2.10%		40.2%2,258,923$22.05M
8—Schwab Government Money Ultra
1.02%		41.2%10,667,029$10.67M
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SWDRX Mutual Fund Top Holdings

SWDRX holdings top 10 positions. The top 10 holdings account for 41.2% of the fund, led by Schwab U.s. Aggregate Bond Index Fund at 16.1%, Baird Aggregate Bond Fund at 7.4%, Schwab Short-term Bond Index Fund at 4.8%.

SWDRX portfolio concentration is moderate, with the top 10 representing 41.2% of total assets.

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