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Schwab® S&p 500 Index Fund (SWPPX)

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88.77 +0.37    +0.42%
01/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Schwab Funds
Underlying:  S&P 500 TR
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 104.15B
Schwab S&P 500 Index 88.77 +0.37 +0.42%

SWPPX Overview

 
Find basic information about the Schwab® S&p 500 Index Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SWPPX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change32.04%
Prev. Close88.4
Risk Rating
TTM Yield1.17%
ROE33.77%
IssuerSchwab Funds
Turnover1%
ROA15.69%
Inception DateMay 19, 1997
Total Assets104.15B
Expenses0.02%
Min. Investment100
Market Cap327.61B
CategoryLarge Blend
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Schwab® S&p 500 Index Fund News


3 key points on markets & the US election
3 key points on markets & the US election By Investing.com - 16 hours ago

Investing.com -- This week, Capital Economics took a closer look at the US markets ahead of the upcoming presidential election next week. In a report released Tuesday, the economic...

Schwab® S&p 500 Index Fund Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1220 1059 1363 1400 2096 3493
Fund Return 22.04% 5.87% 36.31% 11.88% 15.95% 13.32%
Place in category 358 639 360 292 228 67
% in Category 23 48 23 22 20 10

Top Equity Funds by Schwab Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Schwab Total Stock Market Index 26.14B 20.60 10.11 12.72
  Schwab 1000 Index 17.68B 21.19 10.66 12.91
  Schwab International Index 9.94B 13.08 5.73 5.77
  Schwab Fundamental US Large Company 9.47B 17.55 12.20 11.86
  Schwab Small Cap Index 6.44B 11.23 1.91 8.84

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 713.87B 20.59 10.12 -
  Fidelity 500 Index Institutional Pr 599.39B 22.06 11.90 13.37
  Vanguard 500 Index Admiral 552.77B 22.04 11.87 13.34
  Vanguard Total Stock Market Admiral 401.69B 20.58 10.10 12.77
  Vanguard 500 Index Institutional Se 193.35B 22.07 11.90 -

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 7.21 222.91 -1.33%
  Microsoft US5949181045 6.51 410.37 +0.99%
  NVIDIA US67066G1040 6.08 135.40 +1.99%
  Amazon.com US0231351067 3.54 197.93 +6.19%
  Meta Platforms US30303M1027 2.55 567.16 -0.07%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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