4 / 5 Stars
5 5 5 5 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
#72 in Large Blend
U.S. News evaluated 476 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 30.14 percent over the past year, 17.63 percent over the past three years, 17.50 percent over the past five years, and 7.64 percent over the past decade.
|Trailing Returns||Updated 11.30.2013|
|Year to date||29.0%|
|3 Years (Annualized)||17.6%|
|5 Years (Annualized)||17.5%|
|10 Years (Annualized)||7.6%|
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 are Low compared to funds in the same category.
Schwab S&P 500 Index Fund has an expense ratio of 0.09 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 2 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2013-12-10
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 2 for one year, 2 for five years, and 3 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2013-12-10
The fund's Value Line Risk Rank, a measure of volatility, is 2 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2013-12-10
The fund appears on the 2011 Money 70 list of recommended mutual and exchange-traded funds.Money 70 2011-01-21