SWLRX Mutual Fund

SWLRX Mutual Fund

NAV$9.88
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio
FundXLS Pro
See the full sector breakdown of SWLRX
Sector concentration, industry allocation and the exact weight of every sector.
X-ray my whole portfolio$45/quarter Pro · Cancel anytime
From MarketXLS, trusted since 2014.

Sector Concentration AnalysisPRO

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

Sector AllocationPRO

Sector BreakdownPRO

SectorHoldingsWeight
—
——
—
——
—
——
Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

SWLRX Mutual Fund Sector Allocation

SWLRX sector allocation breaks down across Financials (24.1%). Across 11 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

SWLRX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

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