SWSFX Mutual Fund

SWSFX Mutual Fund (Northern Ultra-Short Fixed Income Fund - SIEBERT WILLIAMS SHANK SHARES) is managed by Northern Funds. SWSFX expense ratio is 0.26%, holding 240 positions across sectors including Financials, Information Technology, Consumer Staples. Inception date: 2022-09-13.

SWSFX performance shows a YTD return of 2.18%. The 1-year return is 4.28% and the 5-year return is 3.60%. SWSFX dividend yield stands at 4.40%, paid monthly.

SWSFX top holdings include Northern Institutional Government Portfolio (4.8%), Walt Disney Co/The Notes Variable 14/Mar/2029 Usd 4.13% 03/14/2029 (2.8%), Us Treasury N/B 09/27 3.5 (2.1%), Bac Float 05/09/29 5.451% 05/09/2029 (2.1%), Natwest Mkts. Frn 9/29/2026 (1.7%). Go to all SWSFX holdings, SWSFX sectors, or SWSFX dividends.

SWSFX can be compared against other funds. Use SWSFX overlap to find shared positions, or SWSFX vs another fund for a side-by-side view. SWSFX alternatives are available via the screener, along with tax-loss harvesting opportunities.