SWERX Mutual Fund
NAV$21.73
AUM$1.3B
TER0.49%
Holdings21
SWERX Mutual Fund
NAV$21.73
Schwab Target 2040 Fund
AUM$1.3B
TER0.49%
Holdings21
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See the full sector breakdown of SWERX
Sector concentration, industry allocation and the exact weight of every sector.
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SWERX Mutual Fund Sector Allocation
SWERX sector allocation breaks down across Unknown (96.0%), Other (3.6%). Across 21 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
SWERX sector exposure is important for understanding concentration risk. With Unknown at 96.0%, the fund has significant sector concentration.
SWERX geographic allocation shows country exposure. SWERX overlap calculator reveals how sector exposure compares with other funds.