SWSBX Mutual Fund

SWSBX Mutual Fund

NAV$9.38
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See the full sector breakdown of SWSBX
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

SWSBX Mutual Fund Sector Allocation

SWSBX sector allocation breaks down across Financials (62.8%), Utilities (2.0%), Information Technology (1.6%), Health Care (1.6%), Industrials (1.2%). Across 3302 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

SWSBX sector exposure is important for understanding concentration risk. With Financials at 62.8%, the fund has significant sector concentration.

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