# Portfolio overlap — SWPRX vs MHESX

Comparing **Schwab Target 2060 Fund** (2026-01-31) and **MH Elite Select Portfolio of Funds** (2026-03-31).

- Shared positions: 1
- Schwab Target 2060 Fund covered by MH Elite Select Portfolio of Funds: 0.01303907392426735011120415468
- MH Elite Select Portfolio of Funds covered by Schwab Target 2060 Fund: 0.01303907392426735011120415468

## Schwab Target 2060 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Schwab S&P 500 Index Fund | 0.195921 |  |
| Schwab International Opportunities Fund | 0.142702 |  |
| Schwab International Core Equity Fund | 0.106254 |  |
| Schwab Select Large Cap Growth Fund | 0.094783 |  |
| Goldman Sachs Emerging Markets Equity Insights Fund | 0.062883 |  |
| Dodge & Cox Stock Fund | 0.062506 |  |
| Schwab Fundamental US Large Company Index Fund | 0.060163 |  |
| Schwab Small-Cap Equity Fund | 0.056218 |  |
| Schwab Global Real Estate Fund | 0.050984 |  |
| Schwab Core Equity Fund | 0.045807 |  |
| PGIM Jennison Growth Fund | 0.023563 |  |
| Driehaus Small Cap Growth Fund | 0.021263 |  |
| Schwab U.S. Mid-Cap Index Fund | 0.020253 |  |
| Schwab U.S. Aggregate Bond Index Fund | 0.014008 |  |
| Loomis Sayles Investment Grade Bond Fund | 0.013110 |  |
| Schwab Fundamental International Large Company Index Fund | 0.013039 | ✓ |
| PIMCO International Bond Fund U.S. Dollar-Hedged | 0.006889 |  |
| Schwab Short-Term Bond Index Fund | 0.005527 |  |
| Allspring Core Plus Bond Fund - Class R6 | 0.004127 |  |

## MH Elite Select Portfolio of Funds — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MONEYMKT | 0.173385 |  |
| Thornburg Global Opportunities Class I | 0.102905 |  |
| The Hartford International Value | 0.085854 |  |
| Fidelity Select Industrials Portfolio | 0.085326 |  |
| State Street Hedged Intl Developed Equity Index Class K | 0.078198 |  |
| Schwab Fundamental International Large Company Index Fund | 0.074368 | ✓ |
| Third Avenue Value Class I | 0.073761 |  |
| Eaton Vance Emerging and Frontier Countries Equity Fund Class I | 0.070798 |  |
| WCM Focused International Growth Class I | 0.069207 |  |
| Artisan Global Value Class I | 0.068904 |  |
| PZENA EMERGING MARKETS VALUE FD INST CLASS | 0.061657 |  |
| MFS International Equity Class R6 | 0.055638 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-030042` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030042/0001410368-26-030042-index.htm>
- N-PORT (fund B) — accession `0001162044-26-000449` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1054816/000116204426000449/0001162044-26-000449-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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