SWERX Mutual Fund Analysis & Holdings | MarketXLS

SWERX Mutual Fund

NAV$21.86

AUM$1.3B

TER0.49%

Holdings21

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SWERX Mutual Fund

NAV$21.86

Schwab Target 2040 Fund

AUM$1.3B

TER0.49%

Holdings21

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

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 sector breakdown alongside geography gives a complete picture of portfolio allocation.