SWRSX Mutual Fund Analysis & Holdings | MarketXLS

SWRSX Mutual Fund

NAV$10.17

AUM$3.1B

TER0.05%

Holdings48

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

SWRSX Mutual Fund

NAV$10.17

Schwab Treasury Inflation Protected Securities Index Fund

AUM$3.1B

TER0.05%

Holdings48

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

Compare With

🔍

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 48 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.