SWPPX Mutual Fund

SWPPX Mutual Fund (Schwab S&P 500 Index Fund) is managed by Charles Schwab Asset Management with $150.52B in net assets. SWPPX expense ratio is 0.02%, holding 503 positions across sectors including Information Technology, Consumer Discretionary, Financials. 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 12.81%. SWPPX dividend yield stands at 1.01%, paid annually.

SWPPX top holdings include Nvidia Corp. (7.8%), Apple, Inc (6.4%), Microsoft Corp (4.9%), Amazon.Com Inc (4.2%), Alphabet Inc. C (3.6%). 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.