SWHYX Mutual Fund

NAV$8.76
See the full sector breakdown of SWHYX
Sector concentration, industry allocation and the exact weight of every sector.
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Sector Concentration AnalysisPRO

Top 3 Sectors
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of total portfolio
Concentration Level
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concentration risk
Largest Sector
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Sector AllocationPRO

Sector BreakdownPRO

SectorHoldingsWeight
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PROPRO
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PROPRO
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PROPRO
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PROPRO
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Industry BreakdownPRO

Top 15 industries by allocation

SWHYX Mutual Fund Sector Allocation

SWHYX sector allocation breaks down across Other (60.7%), Financials (20.1%), Utilities (6.7%), Industrials (3.7%), Real Estate (2.7%). Across 355 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

SWHYX sector exposure is important for understanding concentration risk. With Other at 60.7%, the fund has significant sector concentration.

SWHYX geographic allocation shows country exposure. SWHYX overlap calculator reveals how sector exposure compares with other funds.