SWPPX Mutual Fund
SWPPX Mutual Fund
SWPPX Mutual Fund
Schwab S&P 500 Index Fund
SWPPX Mutual Fund Overview
SWPPX Mutual Fund (Schwab S&P 500 Index Fund) is managed by Charles Schwab Asset Management with $151.66B 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 12.52%. The 1-year return is 15.75% and the 5-year return is 11.27%. SWPPX dividend yield stands at 0.98%.
SWPPX top holdings include Nvidia Corp (8.0%), Apple, Inc (7.0%), Microsoft Corp (5.7%), Amazon.Com Inc (3.8%), Alphabet Inc (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.