Schwab Mutual Fund Analysis

SWPPX -  USA Fund  

USD 67.35  0.19  0.28%

The small slide in market price for the last few months created some momentum for investors as it was traded today as low as 67.35 and as high as 67.35 per share. The fund managers did not add much value to Schwab SP 500 investors in December. However, diversifying your holdings with Schwab SP 500 or similar funds can still protect your portfolio during high-volatility market scenarios. The fund standard deviation of daily returns for 90 days investing horizon is currently 0.96. The very small Fund volatility is a good signal to investors with longer-term investment horizons.
Additionally, take a look at World Market Map.

Schwab Mutual Fund Analysis 

 
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The Schwab SP mutual fund analysis report makes it easy to digest most publicly released information about Schwab SP and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Schwab Mutual Fund analysis module also helps to analyze the Schwab SP price relationship with some important fundamental indicators such as market cap and management efficiency.

Schwab Mutual Fund Analysis Notes

The fund generated returns of 10.0% over the last ten years. Schwab SP 500 maintains 99.42% of assets in stocks. This fund last dividend was 0.02 per share. 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. To find out more about Schwab SP 500 contact the company at 877-824-5615.

Schwab SP 500 Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Schwab SP's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Schwab SP 500 or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Schwab SP 500 generated a negative expected return over the last 90 days
Schwab SP 500 is unlikely to experience financial distress in the next 2 years
On 10th of December 2021 Schwab SP paid $ 0.856 per share dividend to its current shareholders
Latest headline from wtop.com: 7 of the Best Charles Schwab Mutual Funds - WTOP
The fund maintains 99.42% of its assets in stocks

Schwab Market Capitalization

The company currently falls under 'Large-Cap' category with current market capitalization of 52.93 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Schwab SP's market, we take the total number of its shares issued and multiply it by Schwab SP's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Management Efficiency

Schwab SP management efficiency ratios could be used to measure how well schwab sp 500 manages its routine affairs as well as how well it operates its assets and liabilities.

Top Mutual Fund Constituents

Information
Ratio
Value
At Risk
T
ATT Inc 0.09 (1.52) 
AAPL
Apple Inc 0.11 (2.10) 
AMZN
Amazon Inc(0.13) (2.90) 
FB
Meta Platforms(0.06) (4.14) 
GOOG
Alphabet Cl C(0.07) (2.79) 
ALP
Alphabet Cl A(0.06) (2.96) 
JNJ
Johnson Johnson 0.11 (1.21) 
JPM
JP Morgan Chase(0.1) (2.27) 
MSFT
Microsoft Corp(0.0294) (2.91) 
PG
Procter Gamble 0.27 (1.37) 
TSLA
Tesla Inc 0.0428 (6.10) 
V
Visa Inc(0.06) (3.22) 
XOM
Exxon Mobil Corp 0.21 (2.60) 
GE
General Electric(0.06) (3.46) 

Institutional Mutual Fund Holders for Schwab SP

Information
Ratio
Value
At Risk
SWBGX
F
Schwab Markettrack Balanced(0.07) (1.07) 
SWNRX
F
Schwab Target 2050(0.10) (1.61) 
SWORX
F
Schwab Target 2055(0.10) (1.67) 
SWHRX
F
Schwab Target 2025(0.10) (0.93) 
EVAGX
F
The E-Valuator Aggressive(0.13) (1.49) 
EVFGX
F
The E-Valuator Aggressive(0.13) (1.49) 
EVGLX
F
The E-Valuator Growth(0.12) (1.33) 
EVGRX
F
The E-Valuator Growth(0.12) (1.32) 
SWCGX
F
Schwab MarketTrack Conservative(0.07) (0.75) 
SWGRX
F
Schwab Target 2015(0.1) (0.74) 
SWCRX
F
Schwab Target 2020(0.10) (0.75) 
SWDRX
F
Schwab Target 2030(0.10) (1.17) 
SWMRX
F
Schwab Target 2045(0.1) (1.52) 
SWQRX
F
Schwab Target 2065(0.08) (1.79) 
SWPRX
F
Schwab Target 2060(0.1) (1.80) 
SWHGX
F
Schwab Markettrack Growth(0.07) (1.44) 
SWEGX
F
Schwab Markettrack All(0.06) (1.73) 
EVMLX
F
The E-Valuator Moderate(0.12) (1.11) 
EVFMX
F
The E-Valuator Moderate(0.12) (1.11) 
SWIRX
F
Schwab Target 2035(0.10) (1.32) 

Technical Drivers

As of the 26th of January, Schwab SP has the coefficient of variation of (1,777), and Risk Adjusted Performance of (0.045444). In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Schwab SP 500, as well as the relationship between them. In other words, you can use this information to find out if the fund will indeed mirror its model of past prices and volume data, or the prices will eventually revert. We were able to interpolate data for nineteen technical drivers for Schwab SP 500, which can be compared to its competition. Please validate Schwab SP 500 downside deviation, treynor ratio, as well as the relationship between the Treynor Ratio and expected short fall to decide if Schwab SP is priced more or less accurately, providing market reflects its prevalent price of 67.35 per share.

Schwab SP 500 Price Movement Analysis

The output start index for this execution was one with a total number of output elements of sixty. The Simple Moving Average indicator is calculated by adding the closing price of Schwab SP for a given number of time periods and then dividing this total by the number of time periods. It is used to smooth out Schwab SP 500 short-term fluctuations and highlight longer-term trends or cycles. View also all equity analysis or get more info about simple moving average overlap studies indicator.

Schwab SP Technical and Predictive Indicators

Schwab SP Forecast Models

Schwab SP time-series forecasting models is one of many Schwab SP's mutual fund analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Schwab SP's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Schwab Mutual Fund Analysis

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Schwab SP stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Schwab shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Schwab SP. By using and applying Schwab Mutual Fund analysis, traders can create a robust methodology for identifying Schwab entry and exit points for their positions.
The investment seeks to track the total return of the SP 500 Index. Schwab SP is traded on NASDAQ Exchange in the United States.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding Schwab SP to your portfolios without increasing risk or reducing expected return.

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Additionally, take a look at World Market Map. Note that the Schwab SP 500 information on this page should be used as a complementary analysis to other Schwab SP's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Bond Directory module to find actively traded corporate debentures issued by US companies.

Complementary Tools for Schwab Mutual Fund analysis

When running Schwab SP 500 price analysis, check to measure Schwab SP's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Schwab SP is operating at the current time. Most of Schwab SP's value examination focuses on studying past and present price action to predict the probability of Schwab SP's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Schwab SP's price. Additionally, you may evaluate how the addition of Schwab SP to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Schwab SP's value and its price as these two are different measures arrived at by different means. Investors typically determine Schwab SP value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab SP's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.