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Schwab Large-cap Growth Fund™ (SWLSX)

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36.42 +0.57    +1.59%
03/01 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Schwab Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 494.94M
Schwab Large-Cap Growth 36.42 +0.57 +1.59%

Schwab Large-cap Growth Fund™ Overview

 
Find basic information about the Schwab Large-cap Growth Fund™ mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SWLSX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US8085095177)
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Rating
1-Year Change32.68%
Prev. Close35.85
Risk Rating
TTM Yield0.03%
ROE42.55%
IssuerSchwab Funds
Turnover6%
ROA20.58%
Inception Date38628
Total Assets494.94M
Expenses0.99%
Min. Investment100
Market Cap592.04B
CategoryLarge Growth
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Schwab Large-cap Growth Fund™ Analysis


David Trainer
All Cap Blend Style 3Q17: Best And Worst By David Trainer - Aug 31, 2017

The All Cap Blend style ranks second out of the twelve fund styles as detailed in our 3Q17 Style Ratings for ETFs and Mutual Funds report. Last quarter, the All Cap Blend style...

Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1292 1069 1338 1343 2234 3641
Fund Return 29.24% 6.92% 33.77% 10.32% 17.44% 13.79%
Place in category 664 810 741 169 295 448
% in Category 61 73 68 21 35 59

Top Equity Funds by Schwab Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Schwab S&P 500 Index 108.75B 28.03 11.40 13.30
  Schwab Total Stock Market Index 26.99B 27.71 10.37 12.79
  Schwab 1000 Index 17.84B 28.06 10.69 12.97
  Schwab Fundamental US Large Company 9.39B 23.28 12.86 11.92
  Schwab International Index 9.62B 6.60 4.23 5.18

Top Funds for Large Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Growth Fund Amer A 153.44B 30.62 7.78 13.76
  Fidelity Contrafund 140.4B 37.26 11.61 15.33
  Fidelity Contrafund K 12.59B 37.40 11.71 15.44
  Vanguard Growth Index Adm 89.13B 32.05 9.66 15.58
  JPMorgan Large Cap Growth R6 67.44B 34.70 11.07 17.87

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 9.21 243.36 -0.20%
  Microsoft US5949181045 9.08 423.35 +1.14%
  NVIDIA US67066G1040 8.32 144.47 +4.45%
  Amazon.com US0231351067 5.20 224.19 +1.80%
  Alphabet A US02079K3059 5.05 191.79 +1.25%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Strong Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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SWLSX Comments

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Daniel Valencia
Daniel Valencia Mar 19, 2022 10:02AM ET
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SWLGX | Schwab U.S. Large-Cap Growth Index Fund
 
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