Bulletin
Investor Alert

Schwab S&P 500 Index Fund

NAS: SWPPX

GO
/zigman2/quotes/208860882/realtime

$

51.82

Change

+0.04 +0.08%

Aug 7, 2020

YTD return

4.84%

5 yr avg return

12.16%

Total net assets

44.23B

52 week low

52 week high

$34.36

$51.90

Yield

1.73%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.02%

12 b-1

n/a

Turnover

3.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.87

Dividend freq.

Annually

Capital gain (2019)

0.09

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.00

Beta

1.00

Standard deviation

4.88

R. squared

1.00

Min. Investment

Standard (taxable)

0

IRA

n/a

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
1d
5d
3m
6m
1y
3y
5y
/news/latest/company/us/swppx

MarketWatch News on SWPPX

  1. SPY versus SPY? The world’s biggest ETF clones itself

    9:15 a.m. Dec. 30, 2019

    - Andrea Riquier

  2. Should Investors Be Selling Stocks in May?

    10:19 a.m. April 29, 2016

    - Barron's Online

  3. How to make your $20-a-month COLA increase make a difference

    6:11 a.m. Oct. 27, 2014

    - Chuck Jaffe

  4. 10 year-end money moves for near retirees

    12:58 p.m. Dec. 9, 2013

    - Dana Anspach

  5. S&P 500 index funds not created equal, study finds

    2:51 a.m. May 21, 2003

    - Andrea Coombes

Lipper Leader

Total Return: 5 Consistent Return: 5 Preservation: 5 Tax Efficiency: 4 Expense: 5

YTD Lipper Ranking: Quintile 1 (13th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 4.84% 4.62% 4.80% 13% 1
1yr 18.50% 18.05% 18.50% 12% 1
3yr 12.73% 12.29% 12.80% 9% 1
5yr 12.16% 11.70% 12.20% 14% 1
10yr 13.82% 13.32% 13.9% 10% 1

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$36,055

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

S&P 500 Index Funds

Fund family

Schwab Funds

Fund status

Open

Fund inception

May 19, 1997

Manager

Team Managed

Investment Policy

The Fund seeks to track the total return of the S&P 500 Index. The Fund will invest at least 80% of its net assets in these stocks; typically, the actual percentage is considerably higher. The Fund generally will seek to replicate the performance of the index by giving the same weight to a given stock as the index does.

/news/nonmarketwatch/company/us/swppx

Other News on SWPPX

  1. Reviewing Funds For Risk Adjusted Performance

    10:14 a.m. April 12, 2020

    - Seeking Alpha

  2. 3 Top Schwab Mutual Funds for 2020

    11:09 a.m. Feb. 7, 2020

    - Zacks.com

  3. The Retiree's Dividend Portfolio - John's Year-End Review

    8:00 a.m. Jan. 29, 2020

    - Seeking Alpha

  4. Libra Vs. The Competition

    10:42 a.m. July 2, 2019

    - Seeking Alpha

  5. Your Fund Fees Might Still Vary More Than They Should—Especially on Index Funds

    10:21 a.m. May 13, 2019

    - The Wall Street Journal Interactive Edition

  6. Your Portfolio Will Not Have Median Returns Almost Always

    9:00 a.m. March 20, 2019

    - Seeking Alpha

  7. Comparing And Contrasting ETFs And Mutual Funds

    4:37 p.m. Dec. 27, 2018

    - InvestorPlace.com

  8. ETF vs Index Mutual Fund: Which One's Better?

    9:32 p.m. Aug. 17, 2018

    - Motley Fool

  9. 5 Top Funds for Your 401(k)

    8:05 a.m. July 29, 2018

    - Motley Fool

  10. What Really Matters for an Index Fund: Tax Skill

    10:28 p.m. June 3, 2018

    - The Wall Street Journal Interactive Edition

  11. Not All Index Funds Are Tax Efficient

    12:20 p.m. March 6, 2018

    - Seeking Alpha

  12. Let's Go Indexing: Taking A Different Approach

    1:42 p.m. July 17, 2017

    - Seeking Alpha

  13. Why Equal Weighted Mutual Funds Scoring Over Index Funds

    11:45 a.m. March 30, 2017

    - Zacks.com

  14. Why Investors Are Moving to Index Funds

    10:52 a.m. March 17, 2017

    - MarketRealist.com

  15. Schwab ETFs: Sometimes Less Is More

    10:44 a.m. Feb. 13, 2017

    - Seeking Alpha

  16. Loading more headlines...
Link to MarketWatch's Slice.