SWSBX Mutual Fund

SWSBX Mutual Fund

NAV$9.50
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Showing the top 10 of 3,302 holdings · as of May 31, 2026
Top 10 weight
7.43%
SWSBX top 10 holdings, by weight
#TickerNameWeightCumulativeMkt valueSectorIndustry
1DebtUs Treasury N/BFinancials · Banks
0.95%		0.9%$15.58MFinancialsBanks
2DebtUs Treasury N/BFinancials · Diversified Financial Services
0.90%		1.9%$14.75MFinancialsDiversified Financial Services
Sector and industry · Pro
3DebtTreasury Note (otr) 0.88% Nov 15, 2030
0.80%		2.7%$13.19M
4DebtUnited States Treas Nts
0.78%		3.4%$12.83M
5DebtUs Treasury N/B
0.78%		4.2%$12.78M
6DebtTreasury Note (otr) 0.63 Aug 15, 2030
0.75%		5.0%$12.35M
7DebtTreasury Note (Otr) 3.38% Nov 30, 2027 3.38 2027-11-30
0.63%		5.6%$10.29M
8DebtTreasury Note (Otr) 3.5% Sep 30, 2027
0.62%		6.2%$10.14M
9DebtU.S. Treasury Note, 4.625%, Due 06/15/2027
0.61%		6.8%$10.07M
10DebtUs Treasury N/B 09/30 3.625
0.61%		7.4%$9.95M
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Themes in the top 10
Interest RatesInflation ProtectionCurrencyMarket Infrastructure

SWSBX Mutual Fund Top Holdings

SWSBX holdings top 10 positions. The top 10 holdings account for 7.4% of the fund, led by Us Treasury N/B at 0.9%, Us Treasury N/B at 0.9%, Treasury Note (otr) 0.88% Nov 15, 2030 at 0.8%.

SWSBX portfolio concentration is well-diversified, with the top 10 representing 7.4% of total assets. The largest sector exposure is Financials at 62.3%.

SWSBX sectors provide a detailed breakdown. SWSBX overlap shows how holdings compare to other funds in your portfolio.