Working on building your 1000 emergency fund this free savings tracker

Snxfx Schwab 1000 Index Fund

Yield: 1.74% Imagine a fund that lets you diversify your investment with 1000 different stocks. The Schwab 1000 Index Fund allows you to do that — and best of all, a low expense ratio keeps safety affordable. You’ll pay only 0.05% for the convenience of diversifying your portfolio with 1000 companies, a group that has rewarded investors with a year-to-date return of more than 27%. Markets don’t always go straight up, so you’ll also earn a 1.7% yield while the market takes a rest. Historic performance for the the Schwab 1000 Index Fund lags slightly behind the S&P 500 index but ahead of the large blend category. In exchange, you’ll get more diversification than you’ll find with an S&P index fund because you own twice as many companies. Expect tech stocks, healthcare stocks, and financials

to make up the largest sectors in the fund, although you’ll gain exposure to nearly every other sector as well.

printable comes as a pdf download and is a fun way to visualize your progress on saving money! Do you have an emergency fund? It’s recommended that at a minimum, you have an emergency fund of $1000. When you are first starting to save money for your emergency fund, $1000 can seem daunting. This visual tracker will help you stay motivated as you work to build your emergency fund.

* AUM: $471 million * Trailing 5-year return: 7.52% * Net expense ratio: 0.13% The iShares Russell 1000 Large-Cap Index Fund (BRGAX) invests in a portfolio of stocks to attain performance to match the total return of the Russell 1000 Index, which represents the highest-ranking 1,000 stocks in the Russell 3000 Index. The fund seeks to replicate the investment results of the underlying index by holding all stocks included in the Russell 1000 Index. The information technology sector has the largest allocation

at 25%, while healthcare stocks and financial stocks account for about 15.15% and 11.62% of the fund's assets, respectively. No single holding in the fund's portfolio accounts for more than 5% of the fund's assets. The iShares Russell 1000 Large-Cap Index Fund has earned a four-star overall rating from Morningstar. The fund has no load fees but requires a steep minimum contribution of $5 million.


Schwab 1000 Index Fund Snxfx

3 Schwab 1000 Index Fund

This fund technically tracks the Schwab 1000 index, which is essentially a Schwab-branded copycat of the Russell 1000 Index. This fund uses a simple filter for picking stocks: It invests in the 1,000 largest stocks on American markets, weighting them by market cap. As a result of its portfolio construction, this fund is more heavily weighted toward midcap stocks, which made up about 19% of the fund's assets at the time of update, compared to about 13% for its

S&P 500 fund, and 19% for the Total Stock Market Index fund. Given its higher expense ratio, though, you'd likely be better suited with the Total Stock Market Index, which comes at a fraction of the cost of the Schwab 1000 index fund. Where this fund has lagged the S&P 500 over the last 10 years, Schwab's Total Stock Market Index fund has outperformed the S&P 500. The difference in performance is due in no small part to

the fee differential between these two funds.


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