SWRSX Mutual Fund

NAV$9.79

AUM$3.0B

TER0.05%

Holdings50

See how much of SWRSX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

SWRSX Mutual Fund

NAV$9.79

Schwab Treasury Inflation Protected Securities Index Fund

AUM$3.0B

TER0.05%

Holdings50

See how much of SWRSX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

Compare SWRSX 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 SWRSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SWRSX Mutual Fund Overlap Analysis

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

SWRSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, SWRSX may share significant positions with broad-market funds.

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