SWYNX Mutual Fund

SWYNX Mutual Fund

NAV$25.74
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Showing the top 6 of 6 holdings · as of Mar 31, 2026
Top 6 weight
99.38%
SWYNX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
SCHX
Schwab US Large-cap ETFFinancials · Capital Markets
51.93%		51.9%23,183,214$594.42MFinancialsCapital Markets
2
SCHF
Schwab International Equity ETFFinancials · Capital Markets
23.62%		75.5%10,922,015$270.32MFinancialsCapital Markets
Sector and industry · Pro
3
SCHE
Schwab Emerging Markets Equity...
7.52%		83.1%2,613,763$86.12M
4
SCHA
Schwab US Small-cap ETF
6.52%		89.6%2,567,656$74.67M
5DebtSchwab Us Aggregate Bond In
5.09%		94.7%2,509,919$58.28M
6
SCHH
Schwab Us Reit ETF
4.70%		99.4%2,503,926$53.81M
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 51.9%, Schwab International Equity ETF at 23.6%, Schwab Emerging Markets Equity... 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 89.6%.

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