SWYNX Mutual Fund

SWYNX Mutual Fund

NAV$25.33
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Showing the top 6 of 6 holdings · as of Aug 31, 2026
Top 6 weight
99.38%
SWYNX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
SCHX
Schwab US Large-cap ETFFinancials · Capital Markets
51.50%		51.5%24,275,388$733.84MFinancialsCapital Markets
2
SCHF
Schwab International Equity ETFFinancials · Capital Markets
24.30%		75.8%12,269,009$346.23MFinancialsCapital Markets
Sector and industry · Pro
3
SCHE
Schwab Emerging Markets Equity Etf
7.49%		83.3%2,885,083$106.75M
4
SCHA
Schwab US Small-cap ETF
6.46%		89.7%2,696,010$92.10M
5DebtSchwab U.S. Aggregate Bond ETF
4.89%		94.6%3,062,120$69.72M
6
SCHH
Schwab Us Reit ETF
4.74%		99.4%2,864,266$67.54M
Themes in the top 10
ETF ProvidersAsset ManagementInvestment TechnologyMarket InfrastructureGlobal BankingPropTechUrbanizationInfrastructure

SWYNX Mutual Fund Top Holdings

SWYNX holdings top 10 positions. The top 10 holdings account for 99.4% of the fund, led by Schwab US Large-cap ETF at 51.5%, Schwab International Equity ETF at 24.3%, Schwab Emerging Markets Equity Etf at 7.5%.

SWYNX portfolio concentration is relatively high, with the top 10 representing 99.4% of total assets. The largest sector exposure is Financials at 89.7%.

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