SWBRX Mutual Fund

NAV$13.93

AUM$43M

TER0.25%

Holdings21

SWBRX Mutual Fund

NAV$13.93

Schwab Target 2010 Fund

AUM$43M

TER0.25%

Holdings21

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Holdings Overlap Analysis

Compare SWBRX 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 SWBRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SWBRX Mutual Fund Overlap Analysis

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

SWBRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, SWBRX may share significant positions with broad-market funds.

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