SWJRX Mutual Fund
SWJRX Mutual Fund
NAV$11.22
AUM$70M
TER0.21%
Holdings11
See how much of SWJRX you already own
SWJRX Mutual Fund
NAV$11.22
Schwab Monthly Income Fund Target Payout
AUM$70M
TER0.21%
Holdings11
See how much of SWJRX you already own
SWJRX Mutual Fund Sector Allocation
SWJRX sector allocation breaks down across Financials (24.1%). Across 11 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
SWJRX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
SWJRX by country shows geographic exposure. SWJRX overlap reveals how sector exposure compares with other funds.