SWPRX Mutual Fund

SWPRX Mutual Fund

NAV$20.39
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Showing the top 5 of 19 holdings · as of Apr 30, 2026
Top 5 weight
4.58%
SWPRX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt value
1DebtLoomis Sayles Investment Grade Bond Fund Class Y
1.62%		1.6%225,688$2.20M
2DebtSchwab U.s. Aggregate Bond Index Fund
1.31%		2.9%200,497$1.79M
3DebtPimco International Bond Fund U.s. Dollar-hedged
0.74%		3.7%104,523$1.01M
4DebtSchwab Short-term Bond Index Fund
0.52%		4.2%73,620$707.5K
5DebtAllspring Core Plus Bond Fund
0.39%		4.6%47,040$526.9K
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SWPRX Mutual Fund Top Holdings

SWPRX holdings top 10 positions. The top 10 holdings account for 4.6% of the fund, led by Loomis Sayles Investment Grade Bond Fund Class Y at 1.6%, Schwab U.s. Aggregate Bond Index Fund at 1.3%, Pimco International Bond Fund U.s. Dollar-hedged at 0.7%.

SWPRX portfolio concentration is well-diversified, with the top 10 representing 4.6% of total assets.

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