SWPPX Mutual Fund

SWPPX Mutual Fund (Schwab S&P 500 Index Fund) is managed by Charles Schwab Asset Management with $147.73B in net assets. SWPPX expense ratio is 0.02%, holding 503 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1997-05-19.

SWPPX performance shows a YTD return of 9.90%. The 1-year return is 19.53% and the 5-year return is 12.82%. SWPPX dividend yield stands at 0.98%, paid annually.

SWPPX top holdings include Nvidia Corp. (7.5%), Apple, Inc (7.0%), Microsoft Corp 4.100 Feb 06 37 (5.3%), Amazon.Com Inc (4.1%), Alphabet A Usd 0.001 (3.2%). Go to all SWPPX holdings, SWPPX sectors, or SWPPX dividends.

SWPPX can be compared against other funds. Use SWPPX overlap to find shared positions, or SWPPX vs another fund for a side-by-side view. SWPPX alternatives are available via the screener, along with tax-loss harvesting opportunities.