SWYMX Mutual Fund

NAV$24.66

AUM$1.7B

TER0.08%

Holdings7

SWYMX Mutual Fund

NAV$24.66

Schwab Target 2050 Index Fund

AUM$1.7B

TER0.08%

Holdings7

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare SWYMX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SWYMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SWYMX Mutual Fund Overlap Analysis

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

SWYMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, SWYMX may share significant positions with broad-market funds.

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