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SWPPX Schwab® S&P 500 Index Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY).

Industry description

The investment seeks to track the total return of the S&P 500® Index. The fund generally invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) 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. The index includes the stocks of 500 leading U.S. publicly traded companies from a broad range of industries. The fund is non-diversified.

Market Cap

The average market capitalization across the Schwab® S&P 500 Index MF is 2T. The market cap for tickers in the group ranges from 632.33B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is BRK.B at 632.33B.

Volume

The average weekly volume growth across all stocks in the Schwab® S&P 500 Index MF was 54%. For the same stocks of the MF, the average monthly volume growth was 31% and the average quarterly volume growth was -2%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 76
P/E Growth Rating: 69
Price Growth Rating: 41
SMR Rating: 32
Profit Risk Rating: 13
Seasonality Score: 3 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com
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SWPPX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SWPPX has been closely correlated with VTSMX. These tickers have moved in lockstep 99% of the time. This A.I.-generated data suggests there is a high statistical probability that if SWPPX jumps, then VTSMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWPPX
1D Price
Change %
SWPPX100%
-1.31%
VTSMX - SWPPX
99%
Closely correlated
-1.31%
VSMPX - SWPPX
99%
Closely correlated
-1.30%
VTSAX - SWPPX
99%
Closely correlated
-1.31%
VITSX - SWPPX
99%
Closely correlated
-1.31%
VSTSX - SWPPX
99%
Closely correlated
-1.31%
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