Schwab S&P 500 Index Fund - Schwab
Shareclass
Schwab S&P 500 Index Fund (SWPPX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Large Cap Equity
Ranking: 533 out of 1,373 funds
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Groups
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Schwab S&P 500 Index Fund - Schwab SWPPX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. International Flavors & Fragrances Inc0.03% of assets$39.93M invested
- 2. Procter & Gamble Co/The0.6% of assets$797.23M invested
- 3. Biogen Inc0.04% of assets$59.8M invested
- 4. Dow Inc0.03% of assets$43.9M invested
- 5. Boston Scientific Corp0.23% of assets$312.2M invested
- 6. Marriott International Inc/MD0.12% of assets$158.51M invested
- 7. Bank of America Corp0.6% of assets$803.18M invested
- 8. Welltower Inc0.22% of assets$290.28M invested
- 9. Mondelez International Inc0.13% of assets$169.28M invested
- 10. Hologic Inc0.03% of assets$37.25M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. TKO Group Holdings Inc0.02% of assets$30.48M invested
- 2. Carvana Co0.1% of assets$127.31M invested
- 3. Lennar Corp0.04% of assets$53.23M invested
- 4. Palantir Technologies Inc0.57% of assets$753.01M invested
- 5. Old Dominion Freight Line Inc0.05% of assets$71.63M invested
- 6. Super Micro Computer Inc0.02% of assets$32.64M invested
- 7. Brown & Brown Inc0.04% of assets$47.19M invested
- 8. PACCAR Inc0.11% of assets$144.83M invested
- 9. Steel Dynamics Inc0.04% of assets$55.95M invested
- 10. Universal Health Services Inc0.02% of assets$24.79M invested
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