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Schwab® S&p 500 Index Fund (SWPPX)

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91.76 +0.37    +0.40%
19/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Schwab Funds
Underlying:  S&P 500 TR
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 108.71B
Schwab S&P 500 Index 91.76 +0.37 +0.40%

Schwab® S&p 500 Index Fund 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. (ISIN: US8085098551)
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Rating
1-Year Change30.23%
Prev. Close91.39
Risk Rating
TTM Yield1.18%
ROE33.77%
IssuerSchwab Funds
Turnover1%
ROA15.69%
Inception DateMay 19, 1997
Total Assets108.71B
Expenses0.02%
Min. Investment100
Market Cap327.61B
CategoryLarge Blend
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Schwab® S&p 500 Index Fund News


Morning Bid: Nvidia vigil sees risk overcome safety
Morning Bid: Nvidia vigil sees risk overcome safety By Reuters - 21 hours ago

A look at the day ahead in U.S. and global markets from Mike Dolan Tuesday's geopolitical angst faded fast in world markets as positioning ahead of today's results from AI-giant...

Schwab® S&p 500 Index Fund Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1209 1037 1380 1297 2033 3379
Fund Return 20.93% 3.66% 37.95% 9.05% 15.24% 12.95%
Place in category 369 391 404 314 234 62
% in Category 23 29 28 23 20 9

Top Equity Funds by Schwab Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Schwab Total Stock Market Index 26.66B 19.74 7.49 12.33
  Schwab 1000 Index 17.99B 20.33 7.95 12.56
  Schwab International Index 9.72B 6.83 2.70 5.24
  Schwab Fundamental US Large Company 9.71B 16.07 9.84 11.49
  Schwab Small Cap Index 6.66B 9.60 0.01 7.99

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 703.38B 19.69 7.49 -
  Fidelity 500 Index Institutional Pr 592.67B 20.96 9.07 12.99
  Vanguard 500 Index Admiral 546.41B 20.93 9.04 12.96
  Vanguard Total Stock Market Admiral 396.4B 19.67 7.47 12.38
  Vanguard 500 Index Institutional Se 191.38B 20.96 9.07 -

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 7.21 229.00 +0.32%
  Microsoft US5949181045 6.51 415.49 -0.55%
  NVIDIA US67066G1040 6.08 145.89 -0.76%
  Amazon.com US0231351067 3.54 202.88 -0.85%
  Meta Platforms US30303M1027 2.55 565.52 +0.79%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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SWPPX Comments

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William Hineser
William Hineser Jun 21, 2024 11:38AM ET
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When Trum comes back so will stocks.
William Hineser
William Hineser Jun 21, 2024 11:38AM ET
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Trump
Jesse James
Jesse James Jun 03, 2024 4:15PM ET
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short BCML bay coast bank is just giving out garbage loans that will never be paid back.
William Hineser
William Hineser Feb 13, 2024 4:09PM ET
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Great day to buy, stocks on sale!🥳
William Hineser
William Hineser Sep 08, 2022 11:47AM ET
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Results showing up later than expected.
William Hineser
William Hineser Sep 07, 2022 4:04PM ET
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Everything going up and this fund goes down. Time to switch.
William Hineser
William Hineser Mar 22, 2022 10:35AM ET
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I think this portfolio needs some fine tuning.
William Hineser
William Hineser Mar 15, 2022 5:47PM ET
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Today's performance in an up market ********
Rochelle Tigue
Rochelle Tigue Apr 02, 2021 5:17PM ET
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im good
William Hineser
William Hineser Apr 02, 2021 5:17PM ET
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me too!
William Hineser
William Hineser Oct 30, 2020 7:38PM ET
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The version has some safety factors, but will also slow big gains as well as protect from larger losses.
William Hineser
William Hineser Jun 30, 2020 10:48AM ET
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Today's testimony can only help!
 
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