The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
- NAV / 1-Day Return 66.90 / 0.24 %
- Total Assets 71.8 Bil
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Adj. Expense Ratio
- 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.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 501
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 30.6