SWERX Mutual Fund

NAV$21.73

AUM$1.3B

TER0.49%

Holdings21

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SWERX Mutual Fund

NAV$21.73

Schwab Target 2040 Fund

AUM$1.3B

TER0.49%

Holdings21

See how much of SWERX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Top Countries

#	Country	Region	Allocation
1	US	Global	96.41%
2	Hungary	Europe	1.98%

SWERX Mutual Fund Geographic Allocation

SWERX geographic allocation spans US (96.4%), Hungary (2.0%). The fund covers 2 regions.

SWERX country exposure helps investors assess international diversification and geopolitical risk. SWERX sectors alongside geography give a fuller picture of portfolio allocation.