SWORX Mutual Fund Analysis & Holdings | MarketXLS

SWORX Mutual Fund

NAV$22.43

AUM$225M

TER0.56%

Holdings20

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SWORX Mutual Fund

NAV$22.43

Schwab Target 2055 Fund

AUM$225M

TER0.56%

Holdings20

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare SWORX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SWORX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SWORX Mutual Fund Overlap Analysis

SWORX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

SWORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, SWORX may share significant positions with broad-market funds.

SWORX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SWORX tax-loss harvesting finds highly correlated but non-identical funds.