SWHCX Mutual Fund

SWHCX Mutual Fund

NAV$21.77
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Showing the top 10 of 21 holdings · as of Apr 30, 2026
Top 10 weight
87.75%
SWHCX top 10 holdings, by weight
#TickerNameWeightCumulative
1
USMC
Principal U.S. Mega-Cap Etf
14.92%		14.9%
2
CMNWX
Principal Capital Appreciation Fund
13.42%		28.3%
3—Equity Income Fund
11.87%		40.2%
4
PHJTX
Global Emerging Markets Fund
11.23%		51.4%
5
PINZX
Overseas Fund
8.12%		59.6%
6
PIEQ
Principal International Equity Etf
7.81%		67.4%
7
PSC
Principal U.S. Small-Cap Etf
6.22%		73.6%
8
PLVIX
Largecap Value Fund Iii
5.46%		79.0%
9
PLFIX
Largecap S&p 500 Index Fund
5.39%		84.4%
10—International Equity Index Fund
3.31%		87.7%
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SWHCX Mutual Fund Top Holdings

SWHCX holdings top 10 positions. The top 10 holdings account for 87.7% of the fund, led by Principal U.S. Mega-Cap Etf at 14.9%, Principal Capital Appreciation Fund at 13.4%, Equity Income Fund at 11.9%.

SWHCX portfolio concentration is relatively high, with the top 10 representing 87.7% of total assets.

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