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Morningstar

Schwab 1000 Index® SNXFX

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 92.77  /  0.25 %
  • Total Assets 13.1 Bil
  • Adj. Expense Ratio
    0.050%
  • Expense Ratio 0.050%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.43%
  • Turnover 2%

USD | NAV as of Sep 30, 2023 | 1-Day Return as of Sep 30, 2023, 12:17 AM GMT+0

Morningstar’s Analysis SNXFX

Will SNXFX outperform in 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 SNXFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SNXFX 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 SNXFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Schwab 1000 Index ®'s Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SNXFX

More SNXFX Holdings
  • Current Portfolio Date
  • Equity Holdings 985
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 27.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.63
917,119,719
Technology

Microsoft Corp

5.81
804,663,910
Technology

Amazon.com Inc

2.94
406,764,602
Consumer Cyclical

NVIDIA Corp

2.91
403,020,098
Technology

Alphabet Inc Class A

1.93
267,092,961
Communication Services

Alphabet Inc Class C

1.67
231,778,262
Communication Services

Tesla Inc

1.66
229,572,225
Consumer Cyclical

Meta Platforms Inc Class A

1.56
216,115,689
Communication Services

Berkshire Hathaway Inc Class B

1.53
212,083,959
Financial Services

Exxon Mobil Corp

1.07
148,394,952
Energy