Schwab S&P 500 Index (SWPPX)
* As of 30-Jun-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|S+p500 Emini Fut Jun14 Xcme 20140620||2.68||1.46|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.09%|
Performance & Risk
|5y Avg Return:||18.73%|
|Rank in Category (ytd):||29|
|% Rank in Category (ytd):||1.77%|
|Morningstar Risk Rating:||2|
The investment seeks track the total return of the S&P 500Â® Index.
The fund generally invests at least 80% of its net assets in stocks that are included in the S&P 500Â® 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. View More