SWRSX Mutual Fund

SWRSX Mutual Fund

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See the full sector breakdown of SWRSX
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

SWRSX Mutual Fund Sector Allocation

SWRSX sector allocation breaks down across Financials (82.6%). Across 50 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

SWRSX sector exposure is important for understanding concentration risk. With Financials at 82.6%, the fund has significant sector concentration.

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