Schwab S&P 500 Index delivers a well-diversified, low-turnover portfolio that’s representative of U.S. large-cap stocks at a razor-thin expense ratio. It earns a Morningstar Analyst Rating of Gold.
Morningstar’s Fund Analysis SWPPX
Will SWPPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SWPPX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SWPPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SWPPX’s parent organization’s priorities and whether they’re in line with investors’ interests.