Morningstar

Schwab® S&P 500 Index Fund SWPPX

Morningstar Medalist Rating
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Medalist Rating as of See Charles Schwab Investment Hub
  • NAV / 1-Day Return$19.63  /  −0.36%
  • Fund Size$143.8B
  • Adjusted Expense Ratio0.020%
  • Net Expense Ratio0.020%
  • Fee Level: DistributionLow
  • Share Class TypeNo Load
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.99%
  • Turnover Ratio3%
NAV and 1-Day Return as of

Morningstar’s Analysis SWPPX

Will SWPPX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SWPPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SWPPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SWPPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Schwab® S&P 500 Index holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SWPPX

More SWPPX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings38.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.3112B
Technology

Apple Inc

7.3111B
Technology

Microsoft Corp

5.729B
Technology

Amazon.com Inc

3.685B
Consumer Cyclical

Alphabet Inc Class A

3.045B
Communication Services

Broadcom Inc

2.514B
Technology

Alphabet Inc Class C

2.434B
Communication Services

Meta Platforms Inc Class A

2.414B
Communication Services

Micron Technology Inc

1.813B
Technology

Tesla Inc

1.502B
Consumer Cyclical

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