SWPPX : Schwab® S&P 500 Index Fund

SWPPX is a US Stocks Market Large Blend index fund with LOW fees.

SWPPX

Schwab® S&P 500 Index Fund

FI Score

98 /100

Expense Ratio Rating

10 /10

Expense Rating

10 /10

Market Score

10 /10

Category Score

10 /10

Market Size

10 /10

98% FI Score
  • swppx
  • Mutual Fund
  • US Stocks
  • Large Blend

Schwab® S&P 500 Index Fund

Expenses: 0.02% (Better than 1% of similar funds)

This is a great choice for a Large Blend US Stocks fund. See why »

Fund Summary

The investment seeks to track the total return of the S&P 500® Index. The fund generally invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in these stocks; typically, the actual percentage is considerably higher. It generally will seek to replicate the performance of the index by giving the same weight to a given stock as the index does.

Largest Holdings

Amount Holding
5.62% Microsoft Corp
5.05% Apple Inc
4.24% Amazon.com Inc
2.03% Facebook Inc A
1.66% Alphabet Inc A
1.66% Alphabet Inc Class C
1.62% Johnson & Johnson
1.51% Berkshire Hathaway Inc Class B
1.26% Visa Inc Class A
1.24% JPMorgan Chase & Co
1.21% Procter & Gamble Co
1.14% UnitedHealth Group Inc
1.07% Intel Corp
1.00% Mastercard Inc A
0.99% The Home Depot Inc
0.98% Verizon Communications Inc
0.92% AT&T Inc
0.87% Pfizer Inc
0.83% Merck & Co Inc
0.81% Exxon Mobil Corp
0.80% The Walt Disney Co
0.80% Bank of America Corp
0.76% PepsiCo Inc
0.76% Netflix Inc
0.74% Cisco Systems Inc

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