SWEGX Mutual Fund Analysis & Holdings | MarketXLS

SWEGX Mutual Fund

NAV$30.14

AUM$1.2B

TER0.50%

Holdings11

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SWEGX Mutual Fund

NAV$30.14

Schwab MarketTrack All Equity Portfolio

AUM$1.2B

TER0.50%

Holdings11

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare SWEGX 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 SWEGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SWEGX Mutual Fund Overlap Analysis

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

SWEGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, SWEGX may share significant positions with broad-market funds.

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