Schwab S&P 500 Index Fund

Class Other (SWPPX)
Scorecard
4 / 5 Stars
Lipper
5 5 5 5 3
Zacks Investment Research
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Standard & Poor's
5 / 5 Stars
TheStreet.com
A (Buy)

U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 24.51 percent over the past year, 16.50 percent over the past three years, 18.73 percent over the past five years, and 7.75 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 7.1%
1 Year 24.5%
3 Years (Annualized) 16.5%
5 Years (Annualized) 18.7%
10 Years (Annualized) 7.7%

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Summary

The investment seeks track the total return of the S&P 500® Index. The fund generally invests at least 80% of its net assets in stocks that are included in the S&P 500® Index. It generally gives the same weight to a given stock as the index does. The fund 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. It may concentrate its investments in an industry or group of industries to the extent that its index is also so concentrated.

Fees

Fees are Average compared to funds in the same category.
Schwab S&P 500 Index Fund has an expense ratio of 0.09 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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