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Schwab® S&P 500 Index SWPPX

Analyst rating as of
NAV / 1-Day Return
51.45  /  1.11 %
Total Assets
44.8 Bil
Adj. Expense Ratio
0.020%
Expense Ratio
0.020%
Fee Level
Low
Longest Manager Tenure
7.56 years
Category
US Fund Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
1.61%
Turnover
3%
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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.

Schwab S&P 500 Stock Index is one of the best large-cap U.S. stock funds.

Summary

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Schwab S&P 500 Stock Index is one of the best large-cap U.S. stock funds. It tracks the S&P 500, an index that effectively diversifies risk and has proved tough to beat. The fund’s razor-thin expense ratio stacks the odds in its favor, helping it earn a Morningstar Analyst Rating of Gold.

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