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Schwab® S&p 500 Index Fund (SWPPX)

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91.00 +0.98    +1.09%
20/12 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 108.41B
Type:  Fund
Market:  United States
Issuer:  Schwab Funds
Underlying:  S&P 500 TR
Asset Class:  Equity
Schwab S&P 500 Index 91.00 +0.98 +1.09%

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. (ISIN: US8085098551)
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Rating
1-Year Change25.12%
Prev. Close90.02
Risk Rating
TTM Yield1.12%
ROE33.71%
IssuerSchwab Funds
Turnover1%
ROA15.96%
Inception DateMay 19, 1997
Total Assets108.41B
Expenses0.02%
Min. Investment100
Market Cap328.54B
CategoryLarge Blend
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Schwab® S&p 500 Index Fund Share News Today


UBS sees S&P 500 hitting 6,600 despite fewer Fed cuts
UBS sees S&P 500 hitting 6,600 despite fewer Fed cuts By Investing.com - Dec 20, 2024

Investing.com --US equities experienced a stabilization on Thursday, while US bond yields continued to climb as market participants adjusted their expectations for a more gradual...

Schwab® S&p 500 Index Fund Analysis


Lance Roberts
The Same Bullish Views Could Turn Bearish by 2025 By Lance Roberts - 10 hours ago

I never thought someone would label me a “Permabull.” This is particularly true of the numerous articles I wrote over the years about the risks of excess valuations, monetary...

Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1280 1071 1338 1383 2077 3485
Fund Return 28.03% 7.14% 33.85% 11.4% 15.74% 13.3%
Place in category 382 536 450 351 229 71
% in Category 28 44 35 26 22 10

Top Equity Funds by Schwab Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Schwab Total Stock Market Index 26.8B 27.71 10.37 12.79
  Schwab 1000 Index 17.82B 28.06 10.69 12.97
  Schwab Fundamental US Large Company 9.39B 23.28 12.86 11.92
  Schwab International Index 9.67B 6.60 4.23 5.18
  Schwab Small Cap Index 6.44B 21.65 5.03 9.11

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 740.1B 27.63 10.36 -
  Fidelity 500 Index Institutional Pr 631.62B 28.05 11.42 13.34
  Vanguard 500 Index Admiral 577.55B 28.02 11.39 13.31
  Vanguard Total Stock Market Admiral 421.1B 27.60 10.34 12.84
  Vanguard 500 Index Institutional Se 204.82B 28.06 11.42 -

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 7.07 254.49 +1.88%
  NVIDIA US67066G1040 6.72 134.70 +3.08%
  Microsoft US5949181045 6.22 436.60 -0.10%
  Amazon.com US0231351067 3.58 224.92 +0.73%
  Meta Platforms US30303M1027 2.55 585.25 -1.73%

Technical Summary

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

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Vautrinot Patterson
Vautrinot Patterson Nov 10, 2020 9:19
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HIT SELL SWPPX —50.65 —2020 N0V 10 — NOV 11
Vautrinot Patterson
Vautrinot Patterson Nov 10, 2020 9:18
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MEGA SWPPX SELL 51.63 /// 50.65 2020 N0V 10 — NOV 11
Vautrinot Patterson
Vautrinot Patterson Nov 10, 2020 9:17
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SELL SWPPX 51.63 2020 N0V 10 — NOV 11
 
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