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SWPPX Mutual Fund Price & Analysis

The Schwab S&P 500 Index Fund- Select Shares (SWPPX) is a mutual fund that aims to track the performance of the S&P 500 Index, a widely recognized benchmark for the overall performance of the US stock market. This fund is managed by Charles Schwab Investment Management and primarily invests in large-cap US stocks. The "Select Shares" designation indicates that this fund is only available to certain investors, such as institutional clients or high net worth individuals. With a low expense ratio and a focus on diversification, SWPPX offers investors a convenient and cost-effective way to gain exposure to the top 500 companies in the US.

SWPPX Mutual Fund Chart & Stats

Previous Close$78.48
Sub-CategoryS&P 500
Total Liabilities26.86M
Expense Ratio0.02%
Holding Count501
Brandschwab capital trust
1.04 (1.77%)
CategoryIndex
Total Assets82.59B
Shares OutstandingN/A
52-Week Range$61.57 - $80.81

SWPPX Mutual Fund Smart Score

8
Outperform
1
2
3
4
5
6
7
8
9
10

Analyst Consensus

Moderate Buy
Average Price Target:
$89.36 (― Downside)

Crowd Wisdom

Positive
Last 7 Days ▲ 1.0%
Last 30 Days ▲ 2.9%
Learn more about TipRanks Smart Score
For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Microsoft
7.24%
Apple Inc
6.60%
Nvidia Corporation
3.72%
Amazon.Com, Inc.
3.46%
Meta Platforms, Inc.
2.12%
Alphabet Inc. Class A
2.03%
Alphabet Inc. Class C
1.73%
Berkshire Hathaway B
1.71%
Tesla Motors
1.27%
Broadcom Inc.
1.27%
Total31.15%

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