SWEGX Mutual Fund

NAV$29.99

AUM$1.2B

TER0.50%

Holdings11

SWEGX Mutual Fund

NAV$29.99

Schwab MarketTrack All Equity Portfolio

AUM$1.2B

TER0.50%

Holdings11

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Holdings Overlap Analysis

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

SWEGX Mutual Fund Overlap Analysis

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

SWEGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, SWEGX may share significant positions with broad-market funds.

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