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Schwab® S&P 500 Index SWPPX

Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 66.90  /  0.24 %
  • Total Assets 71.8 Bil
  • Adj. Expense Ratio
    0.020%
  • Expense Ratio 0.020%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.41%
  • Turnover 2%

Morningstar’s Analysis SWPPX

Will SWPPX outperform in future?

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

A sound investment process and strong management team underpin Schwab ® S&P 500 Index's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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Portfolio Holdings SWPPX

  • Current Portfolio Date
  • Equity Holdings 501
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 30.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.32
5,469,360,115
Technology
6.42
4,798,702,040
Technology
3.24
2,425,774,858
Consumer Cyclical
3.21
2,403,456,722
Technology
2.13
1,592,939,673
Communication Services
1.85
1,382,102,368
Communication Services
1.83
1,369,061,494
Consumer Cyclical
1.72
1,288,854,232
Communication Services
1.69
1,264,805,920
Financial Services
1.18
885,172,360
Energy