Schwab Sp 500 Fund Quote
| SWPPX Fund | USD 87.35 0.56 0.65% |
PerformanceVery Weak
| Odds Of DistressLow
|
Schwab Sp is trading at 87.35 as of the 17th of March 2025; that is 0.65 percent increase since the beginning of the trading day. The fund's open price was 86.79. Schwab Sp has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 17th of December 2024 and ending today, the 17th of March 2025. Click here to learn more.
The fund generally invests at least 80 percent of its net assets 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. More on Schwab Sp 500
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Moving against Schwab Mutual Fund
Schwab Mutual Fund Highlights
| Fund Concentration | Schwab Funds, Large Blend Funds, Large Blend, Schwab Funds, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 27th of February 2023 |
| Fiscal Year End | October |
Schwab Sp 500 [SWPPX] is traded in USA and was established 17th of March 2025. Schwab Sp is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Schwab Funds family. This fund at this time has accumulated 72.27 B in assets with no minimum investment requirementsSchwab Sp 500 is currently producing year-to-date (YTD) return of 1.44% with the current yeild of 0.01%, while the total return for the last 3 years was 12.24%.
Check Schwab Sp Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab Sp 500 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Schwab Sp 500 Mutual Fund Constituents
| T | ATT Inc | Stock | Communication Services | |
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology |
Schwab Sp Top Holders
| SWQRX | Schwab Target 2065 | Mutual Fund | Target-Date 2065+ | |
| SWNRX | Schwab Target 2050 | Mutual Fund | Target-Date 2050 | |
| SWDRX | Schwab Target 2030 | Mutual Fund | Target-Date 2030 | |
| SWHRX | Schwab Target 2025 | Mutual Fund | Target-Date 2025 | |
| SWCGX | Schwab Markettrack Servative | Mutual Fund | Allocation--30% to 50% Equity | |
| SWCRX | Schwab Target 2020 | Mutual Fund | Target-Date 2020 | |
| EVFMX | Evaluator Moderate Rms | Mutual Fund | Allocation--50% to 70% Equity | |
| SWIRX | Schwab Target 2035 | Mutual Fund | Target-Date 2035 |
Schwab Sp 500 Risk Profiles
| Mean Deviation | 0.7911 | |||
| Standard Deviation | 1.01 | |||
| Variance | 1.03 | |||
| Risk Adjusted Performance | (0.09) |
Schwab Sp Against Markets
Other Information on Investing in Schwab Mutual Fund
Schwab Sp financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab Sp security.
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