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  2. May 15, 2024 · See the Performance tab for updated monthly returns. Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000.

  3. 05/23/24. $81.18 USD. -0.60 -0.73% YTD Return 11.05% Yield 1.29% 52 Week Range 63.83 - 82.00 (10/27/23 - 05/21/24) Total Net Assets 88.25 B. 5 D. 1 M. 3 M. YTD. 1 Y. 3 Y. $ Advanced Charting...

  4. Type: Mutual Funds Symbol: SWPPX Total Expense Ratio: 0.020% Summary. Objective. The fund’s goal is to track the total return of the S&P 500® Index. Highlights. A straightforward, low-cost fund with no investment minimum. The Fund can serve as part of the core of a diversified portfolio.

  5. 5 days ago · Overview. Market Screener. Mutual Fund Screener. Sectors. |. SWPPX U.S.: Nasdaq. Schwab S&P 500 Index Fund. Watch list. Last Updated: May 24, 2024. $ 81.75. 0.57 0.70% Previous Close....

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  6. Mar 31, 2024 · Category Large Blend. Investment Style Large Growth. Min. Initial Investment — Status Open. TTM Yield 1.35% Turnover 2% USD | NAV as of May 21, 2024 | 1-Day Return as of May 21, 2024, 10:29 PM...

    • Morningstar Manager Research
  7. 5 days ago · SPDR® S&P 500 ETF Trust SPY: NYSE Arca. Summary. News. Charts. Performance. Portfolio. Options. Returns. Tax Analysis. Cumulative Growth of a $10,000 Investment as of 04/30/2024. SPY. Fund. $31,893. S&P 500 TR USD $26,382. Broad-Based Index. Large Blend $32,206. Morningstar Category. Best 3 Mo Return +20.5% 03/31/20-06/30/20.

  8. May 17, 2024 · Stock Exchange NASDAQ. Ticker Symbol SWPPX. Index S&P 500 TR. Performance. SWPPX had a total return of 28.99% in the past year. Since the fund's inception, the average annual return has been 7.02%, including dividends. 4.04% 11.05% 28.99% 15.15% 12.74% 7.02% 1 Month YTD 1 Year 5 Years 10 Years Inception 0% +10% +20% +30% Equivalent Funds.

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