Schwab 1000 Index Fund Quote
| SNXFX Fund | USD 129.79 0.48 0.37% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Schwab 1000 is trading at 129.79 as of the 27th of November 2024; that is 0.37 percent down since the beginning of the trading day. The fund's open price was 130.27. Schwab 1000 has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Schwab 1000 Index are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of May 2023 and ending today, the 27th of November 2024. Click here to learn more.
The fund generally invests at least 80 percent of its net assets in these stocks typically, the actual percentage is considerably higher. It generally will seek to replicate the performance of the index by giving the same weight to a given stock as the index does. More on Schwab 1000 Index
Moving together with Schwab Mutual Fund
Moving against Schwab Mutual Fund
Schwab Mutual Fund Highlights
| Fund Concentration | Schwab Funds, Large Blend Funds, Large Blend, Schwab Funds, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 27th of February 2023 |
| Fiscal Year End | October |
Schwab 1000 Index [SNXFX] is traded in USA and was established 27th of November 2024. Schwab 1000 is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Schwab Funds family. This fund at this time has accumulated 13.61 B in assets with no minimum investment requirementsSchwab 1000 Index is currently producing year-to-date (YTD) return of 27.25% with the current yeild of 0.01%, while the total return for the last 3 years was 9.35%.
Check Schwab 1000 Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab 1000 Index Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Schwab 1000 Index Mutual Fund Constituents
| T | ATT Inc | Stock | Communication Services | |
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology |
Schwab 1000 Index Risk Profiles
| Mean Deviation | 0.5617 | |||
| Semi Deviation | 0.6514 | |||
| Standard Deviation | 0.7828 | |||
| Variance | 0.6128 |
Schwab 1000 Against Markets
Other Information on Investing in Schwab Mutual Fund
Schwab 1000 financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab 1000 security.
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