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 $142.78B in net assets. SWPPX expense ratio is 0.02%, holding 502 positions across sectors including Information Technology, Unknown, Financials. Inception date: 1997-05-19.
SWPPX performance shows a YTD return of 9.96%. The 1-year return is 22.27% and the 5-year return is 13.36%. SWPPX dividend yield stands at 1.01%, paid annually.
SWPPX top holdings include Nvidia Corp. (7.8%), Apple, Inc (6.4%), Microsoft Corp 4.100 Feb 06 37 (5.4%), Amazon.Com Inc (3.9%), Alphabet Inc. C (3.3%). View all SWPPX holdings, sector breakdown, or dividend history.
SWPPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SWPPX alternatives are available via the screener, along with tax-loss harvesting opportunities.