SWPPX Rating, Research - Schwab S&P 500 Index

Schwab S&P 500 Index (swppx)

Last Updated by Anonymous | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 281

Threats + Weaknesses = 174

When strengths & opportunities substantially exceed threats & weaknesses an investment in the swppx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Schwab S&P 500 Index (SWPPX) Description: SWPPX is a mutual fund, which is an investment that owns a basket of assets. The SWPPX mutual fund was provided by Schwab and this investment vehicle derives the majority of its value from equity holdings (stocks). Schwabs mutual fund has a medium management tenure and is in the large fund size classification. SWPPXs minimum initial investment amount is $100 while the IRA minimum is $0. SWPPXs expense ratio is roughly 0%. The latest SWPPXs front end load was 0% and the back end load was 0%. The Schwab S&P 500 Index (SWPPX) mutual fund falls under the large-cap mixed category. SWPPX focuses its investments in USA and SWPPX is not affiliated with a particular industry or fund sector. The Schwab S&P 500 Index (SWPPX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SWPPXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SWPPXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to track the total return of the S&P 500 index. The fund normally invests at least 80% of net assets in t stocks (see stock research) 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.


Management Analysis Update

Schwab S&P 500 Index's executives / managers make better investing decisions, because their assets are invested along side their client's. Schwab S&P 500 Index has a consistent strategy that will help it to outperform in the future.


Performance Analysis Update