SWMRX Mutual Fund

SWMRX Mutual Fund

NAV$20.85
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Showing the top 10 of 21 holdings · as of Jan 31, 2026
Top 10 weight
79.23%
SWMRX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt value
1
SWPPX
Schwab S&p 500 Index Fund
19.08%		19.1%4,081,549$72.61M
2
SWMIX
Laudus International Marketmasters Fund
12.93%		32.0%1,928,354$49.21M
3
SICNX
Schwab International Core Equity Fund
9.72%		41.7%2,305,549$37.00M
4
LGILX
Laudus U.s. Large Cap Growth Fund
8.49%		50.2%1,256,938$32.29M
5
DODGX
Dodge & Cox Stock Fund
5.63%		55.9%1,273,005$21.44M
6
SFLNX
Schwab Fundamental US Large Company Index Fund
5.50%		61.4%626,251$20.94M
7
SWASX
Schwab Global Real Estate Fund
4.75%		66.1%2,569,216$18.06M
8
SWSCX
Schwab Small-cap Equity Fund
4.54%		70.6%805,872$17.29M
9DebtSchwab U.s. Aggregate Bond Index Fund
4.53%		75.2%1,908,957$17.22M
10
SWANX
Schwab Core Equity Fund
4.06%		79.2%619,133$15.45M
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SWMRX Mutual Fund Top Holdings

SWMRX holdings top 10 positions. The top 10 holdings account for 79.2% of the fund, led by Schwab S&p 500 Index Fund at 19.1%, Laudus International Marketmasters Fund at 12.9%, Schwab International Core Equity Fund at 9.7%.

SWMRX portfolio concentration is relatively high, with the top 10 representing 79.2% of total assets.

SWMRX sectors provide a detailed breakdown. SWMRX overlap shows how holdings compare to other funds in your portfolio.