SWPPX Mutual Fund

SWPPX Mutual Fund (Schwab S&P 500 Index Fund) is managed by Charles Schwab Asset Management with $149.02B in net assets. SWPPX expense ratio is 0.02%, holding 502 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 1997-05-19.

SWPPX performance shows a YTD return of 12.92%. The 1-year return is 20.34% and the 5-year return is 11.27%. SWPPX dividend yield stands at 0.98%, paid annually.

SWPPX top holdings include Nvidia Corp (8.0%), Apple, Inc (7.0%), Microsoft Corp (5.7%), Amazon.Com Inc (3.8%), Alphabet Inc,class A (3.0%). 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.