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Schwab® S&P 500 Index SWPPX

Analyst rating as of
NAV / 1-Day Return
69.35  /  0.33 %
Total Assets
65.5 Bil
Adj. Expense Ratio
0.020%
Expense Ratio
0.020%
Fee Level
Low
Longest Manager Tenure
8.64 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
1.56%
Turnover
4%
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Morningstar’s Analysis

Will SWPPX outperform in future?

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

A low-cost option to track the well-constructed S&P 500.

Associate Analyst

Summary

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Schwab S&P 500 Index is one of the cheapest options for well-diversified, low-turnover exposure to U.S. large-cap stocks. It employs full replication to track the performance of the S&P 500, a market-cap-weighted portfolio that is representative of the investment opportunity set within the large-blend Morningstar Category. Its razor-thin expense ratio gives the fund a durable performance edge over its category peers, earning it a Morningstar Analyst Rating of Gold.

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