SWMRX Mutual Fund

SWMRX Mutual Fund

NAV$20.93
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See the full sector breakdown of SWMRX
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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Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

SWMRX Mutual Fund Sector Allocation

SWMRX sector allocation breaks down across multiple sectors. Across 21 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

SWMRX by country shows geographic exposure. SWMRX overlap reveals how sector exposure compares with other funds.