SWHFX Mutual Fund

NAV$26.72

AUM$649M

TER0.80%

Holdings86

SWHFX Mutual Fund

NAV$26.72

Schwab Health Care Fund

AUM$649M

TER0.80%

Holdings86

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Holdings Overlap Analysis

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

SWHFX Mutual Fund Overlap Analysis

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

SWHFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 86 holdings, SWHFX may share significant positions with broad-market funds.

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