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Schwab® S&p 500 Index Fund (SWPPX)

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68.46 -0.63    -0.91%
17/09 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Schwab Funds
ISIN:  US8085098551 
S/N:  808509855
Underlying:  S&P 500 TR
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 64.45B
Schwab S&P 500 Index 68.46 -0.63 -0.91%
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Rating
1-Year Change33.06%
Prev. Close69.09
Risk Rating
TTM Yield1.49%
ROE29.26%
IssuerSchwab Funds
Turnover2%
ROA10.26%
Inception DateMay 19, 1997
Total Assets64.45B
Expenses0.02%
Min. Investment100
Market Cap204.82B
CategoryLarge Blend
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Schwab® S&p 500 Index Fund Analysis


John Smith
How To Invest In Index Funds In Canada? By John Smith - May 17, 2021

Warren Buffett, one can say the Shakespeare of the investment world, with a net worth of more than US$82 billion and who has been outperforming the market for decades now, has...

Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1216 1079 1311 1645 2286 4513
Fund Return 21.56% 7.95% 31.15% 18.05% 17.98% 16.26%
Place in category 472 342 679 298 214 106
% in Category 35 26 53 27 22 15

Top Equity Funds by Schwab Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Schwab Total Stock Market Index 17.4B 20.58 17.78 16.12
  Schwab 1000 Index 13.78B 20.51 18.23 16.12
  Schwab International Index 8.67B 11.55 9.15 7.35
  Schwab Fundamental US Large Company 6.69B 24.77 15.03 14.62
  Schwab Small Cap Index 6.37B 15.80 10.81 13.67

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard 500 Index Admiral 431.66B 21.56 18.04 16.30
  Fidelity 500 Index Institutional Pr 365B 21.57 18.06 16.33
  Vanguard Total Stock Market Admiral 330.32B 20.57 17.89 16.20
  Vanguard Total Stock Market Ins Pls 281.09B 20.59 17.92 -
  Vanguard Total Stock Market Idx I 241.76B 20.59 17.91 16.20

Top Holdings

Name ISIN Weight % Last Change %
Apple Inc - 6.09 - -
Microsoft Corp - 5.71 - -
Amazon.com Inc - 3.80 - -
Facebook Inc Class A - 2.27 - -
Alphabet Inc Class A - 2.16 - -

Technical Summary

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

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SWPPX Comments

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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!
Sarah Viveiros
Sarah Viveiros Jun 15, 2017 10:55AM ET
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Bought at 37.43
Jeffery Elliott
Jeffery Elliott Jun 15, 2017 10:55AM ET
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Cool
Jeffery Elliott
Jeffery Elliott Jun 15, 2017 10:55AM ET
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I’m buying into this weekly.
Mikey Loves Pizza
Mikey Loves Pizza Jun 15, 2017 10:55AM ET
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Im thinking of buying it too
 
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