SWRSX Mutual Fund

NAV$10.20

AUM$3.1B

TER0.05%

Holdings49

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SWRSX Mutual Fund

NAV$10.20

Schwab Treasury Inflation Protected Securities Index Fund

AUM$3.1B

TER0.05%

Holdings49

See what you own twice

Check SWRSX against your other funds. Free for up to 5.

Check my overlap

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

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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

Sector	Holdings	Weight
—	—	—
—	—	—

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 (87.0%). Across 49 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

SWRSX sector exposure is important for understanding concentration risk. With Financials at 87.0%, the fund has significant sector concentration.

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