SWRLX Mutual Fund

SWRLX Mutual Fund

NAV$24.76
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See the full sector breakdown of SWRLX
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

SWRLX Mutual Fund Sector Allocation

SWRLX sector allocation breaks down across Financials (10.8%), Energy (4.0%), Utilities (2.9%), Information Technology (2.7%), Consumer Discretionary (2.5%). Across 87 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

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

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