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SWDSX
Schwab Dividend Equity Fund - Select Shares
Analysis
Analyst Forecasts
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

SWDSX Mutual Fund Holdings Information

Holdings Count
58
Total Assets
527.66M
Top 10 Percentage
32.81%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
58 Holdings
58 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
JPM
JPMorgan Chase & Co.
4.84%
$25.54M
―
$674.44B
62.46%
12 Buy
5 Hold
1 Sell
Moderate Buy
―
XOM
Exxon Mobil Corp.
3.71%
$19.57M
―
$528.95B
16.47%
12 Buy
7 Hold
1 Sell
Moderate Buy
―
AVGO
Broadcom Inc.
3.66%
$19.28M
―
$823.05B
78.40%
23 Buy
3 Hold
0 Sell
Strong Buy
―
KO
Coca-cola Company
3.10%
$16.35M
―
$272.25B
10.33%
11 Buy
4 Hold
0 Sell
Moderate Buy
―
CVX
Chevron
3.04%
$16.05M
―
$279.07B
9.42%
11 Buy
4 Hold
0 Sell
Moderate Buy
―
MS
Morgan Stanley
3.03%
$16.00M
―
$213.16B
69.53%
6 Buy
8 Hold
1 Sell
Moderate Buy
―
PM
Philip Morris International
3.01%
$15.89M
―
$193.14B
38.54%
7 Buy
0 Hold
1 Sell
Strong Buy
―
MSFT
Microsoft
2.86%
$15.06M
―
$3.15T
14.84%
26 Buy
3 Hold
0 Sell
Strong Buy
―
LMT
Lockheed Martin
2.78%
$14.63M
―
$134.15B
25.55%
9 Buy
7 Hold
0 Sell
Moderate Buy
―
PG
Procter & Gamble Company
2.77%
$14.63M
―
$390.56B
9.50%
12 Buy
6 Hold
0 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

17.26%Financial17.11%Technology13.48%Healthcare13.16%Consumer Defensive10.36%Industrials7.95%Energy7.45%Consumer Cyclical5.10%Utilities4.58%Communication Services2.69%Real Estate0.85%Basic Materials17.26%Financial
Financial
17.26%
Technology
17.11%
Healthcare
13.48%
Consumer Defensive
13.16%
Industrials
10.36%
Energy
7.95%
Consumer Cyclical
7.45%
Utilities
5.10%
Communication Services
4.58%
Real Estate
2.69%
Basic Materials
0.85%

Countries Breakdown

100.00%United States100.00%United States
United States
100.00%

Breakdown By Smart Score

12.97%Outperform1031.04%Outperform912.16%Outperform819.20%Neutral717.54%Neutral65.17%Neutral50.37%Neutral41.55%Underperform38
The weighted average smart score of the SWDSX Mutual Fund is 8
10
12.97%
9
31.04%
8
12.16%
7
19.20%
6
17.54%
5
5.17%
4
0.37%
3
1.55%
2
0.00%
1
0.00%

SWDSX Mutual Funds FAQ

What are Mutual Funds SWDSX’s top 3 holdings?
SWDSX’s top 3 holdings are JPM, XOM, AVGO.
    What is Mutual Funds SWDSX’s holdings count?
    Mutual Funds SWDSX’s is holdings 58 different assets.
      What are the total assets of Mutual Funds SWDSX?
      Mutual Funds SWDSX’s total assets are 527.66M.

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