SWKRX Mutual Fund
NAV$11.39
AUM$82M
TER0.21%
Holdings11
SWKRX Mutual Fund
NAV$11.39
Schwab Monthly Income Fund Flexible Payout
AUM$82M
TER0.21%
Holdings11

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SWKRX Mutual Fund Sector Allocation
SWKRX sector allocation breaks down across Unknown (74.8%), Financials (24.1%), Other (1.3%). Across 11 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
SWKRX sector exposure is important for understanding concentration risk. With Unknown at 74.8%, the fund has significant sector concentration.
SWKRX geographic allocation shows country exposure. SWKRX overlap calculator reveals how sector exposure compares with other funds.