SWTXX Mutual Fund Analysis & Holdings | MarketXLS

SWTXX Mutual Fund

NAV$1.00

AUM$4.5B

TER0.34%

Holdings1,446

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SWTXX Mutual Fund

NAV$1.00

Schwab Municipal Money Fund Investor Class

AUM$4.5B

TER0.34%

Holdings1,446

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare SWTXX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SWTXX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SWTXX Mutual Fund Overlap Analysis

SWTXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

SWTXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1446 holdings, SWTXX may share significant positions with broad-market funds.

SWTXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SWTXX tax-loss harvesting finds highly correlated but non-identical funds.