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Schwab S&P 500 Index (SWPPX) Fund Ranking and Research

Ranking, Research and Recommendation of Schwab S&P 500 Index (SWPPX) Fund

    Last Trade: $38.39 on 7/24/2017, Change: -0.04 (-0.1%)

 

Graph of Schwab S&P 500 Index Fund (SWPPX) ManagerFund Manager - Agnes Hong

Fund Manager Information

Fund Manager Tenure: 5.4 years
Fund Family: Schwab Funds
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)
Honorable Mentioning: Money Magazine (2011),

 

Graph of Schwab S&P 500 Index Fund (SWPPX) ProfileSchwab S&P 500 Index Fund (SWPPX) Profile

Fund Profile and Description

Schwab S&P 500 Index Fund seeks to track the total return of the S&P 500 index. Schwab S&P 500 Index Fund normally invests at least 80% of net assets in t stocks that are included in the S&P 500 index; typically, the actual percentage is considerably higher. It may invest in derivatives, principally futures contracts, and lend its securities to minimize the gap in performance that naturally exists between any index fund and its corresponding index.

 

Schwab S&P 500 Index (SWPPX) Fund Strength What we like about Schwab S&P 500 Index (SWPPX) Fund

Data for Schwab S&P 500 Index Fund (SWPPX) as of May 30, 2016

  • Schwab S&P 500 Index Fund (SWPPX) management has been with Schwab S&P 500 Index Fund for 5.4 years
  • Schwab S&P 500 Index Fund (SWPPX) has good short-term performance (1-year return 1.63% vs -1.15% Large Blend category median performance)
  • Schwab S&P 500 Index Fund (SWPPX) has good mid-term performance (3-year return 10.95% vs 9.43% Large Blend category median performance)
  • Schwab S&P 500 Index Fund (SWPPX) has good Long-term performance (5-year return 11.57% vs 10.15% Large Blend category median performance)
  • Schwab S&P 500 Index Fund (SWPPX) ratio of up-years vs down years is greater than 2
  • Schwab S&P 500 Index Fund (SWPPX) has a Morningstar rating of 4 and above
  • Asset base in Schwab S&P 500 Index Fund (SWPPX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Schwab S&P 500 Index Fund (SWPPX) has an annual stock turnover rate of 2.00% vs Large Blend average of 53.12%. It is good that Schwab S&P 500 Index management does not trade extensively for its return.
  • Schwab S&P 500 Index Fund (SWPPX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.31, lower than category average of 11.67
  • Schwab S&P 500 Index Fund (SWPPX) has a lower expense ratio than its Large Blend average: 0.09% vs 1.02%
  • Schwab S&P 500 Index Fund (SWPPX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Schwab S&P 500 Index Fund (SWPPX) Weakness What we are cautious about Schwab S&P 500 Index (SWPPX) Fund

Data for Schwab S&P 500 Index Fund (SWPPX) as of May 30, 2016

  • Schwab S&P 500 Index Fund (SWPPX) is less safe compared to its Large Blend peers
See Schwab S&P 500 Index Fund (SWPPX) performance details as of May 30, 2016

 

What do you think?

 

Compare Schwab S&P 500 Index Fund (SWPPX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Schwab S&P 500 Index3.521.6310.9511.57
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Schwab S&P 500 Index Fund (SWPPX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Schwab S&P 500 Index Fund (SWPPX) Net Asset TrackingSchwab S&P 500 Index (SWPPX) Fund Net Asset

Track net asset change of Schwab S&P 500 Index fund (SWPPX)

DateNet Asset
05/2016$21.85B
03/2016$21.77B
02/2016$20.40B
More historic net asset information on Schwab S&P 500 Index Fund (SWPPX)

  

Graph of Schwab S&P 500 Index Fund (SWPPX) Portfolio TrackingSchwab S&P 500 Index (SWPPX) Fund Portfolio Allocation

Track portfolio allocation change of Schwab S&P 500 Index fund (SWPPX)

DateCashStockBondOther
03/20160.54%98.91%0%0.55%
12/20150.8%99.2%0%0%
09/20150.6%98.92%0%0.48%
Click here to see more historic asset allocation information on Schwab S&P 500 Index Fund (SWPPX)

 

graph of Schwab S&P 500 Index Fund (SWPPX) Top 10 Position TrackingTop 10 Holdings in Schwab S&P 500 Index (SWPPX) Fund

Discover what Schwab S&P 500 Index Fund (SWPPX) manager is buying

Mar 30, 2016
Apple Inc. [3.33%]
Microsoft Corporation [2.4%]
Exxon Mobil Corporation Common [1.91%]
General Electric Company Common [1.64%]
Johnson & Johnson Common Stock [1.64%]
Berkshire Hathaway Inc B [1.46%]
Facebook, Inc. [1.44%]
AT&T Inc. [1.33%]
Amazon.com, Inc. [1.26%]
Alphabet Inc. [1.23%]

Dec 30, 2015
Apple Inc. [3.23%]
Microsoft Corporation [2.44%]
Exxon Mobil Corporation Common [1.78%]
General Electric Company Common [1.61%]
Johnson & Johnson Common Stock [1.56%]
Amazon.com, Inc. [1.42%]
Wells Fargo & Company Common St [1.39%]
Berkshire Hathaway Inc Class B [1.36%]
JP Morgan Chase & Co. Common St [1.33%]
Facebook, Inc. [1.31%]

Sep 29, 2015
Apple Inc. [3.68%]
Microsoft Corporation [2.07%]
Exxon Mobil Corporation Common [1.81%]
Johnson & Johnson Common Stock [1.51%]
General Electric Company Common [1.49%]
Berkshire Hathaway Inc Class B [1.43%]
Wells Fargo & Company Common St [1.4%]
JP Morgan Chase & Co. Common St [1.32%]
Facebook, Inc. [1.19%]
AT&T Inc. [1.17%]
Click here for Stock Holding Change Map in Schwab S&P 500 Index Fund (SWPPX)

  

Latest News on Schwab S&P 500 Index (SWPPX) Fund

See what is happening with Schwab S&P 500 Index Fund (SWPPX)

 

Schwab S&P 500 Index Fund (SWPPX) Related ResourcesSee more information on Schwab S&P 500 Index (SWPPX) Fund

Popular pages on Schwab S&P 500 Index (SWPPX) Fund

  

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