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Schwab Large-Cap Growth (SWLSX)

35.51 -0.05 (-0.14%)
At close: 8:01 PM EST
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DELL
  • Previous Close 35.56
  • YTD Return 22.89%
  • Expense Ratio 0.99%
  • Category Large Growth
  • Last Cap Gain 43.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 464.42M
  • Beta (5Y Monthly) 1.09
  • Yield 0.03%
  • 5y Average Return --
  • Holdings Turnover 17.00%
  • Last Dividend 0.01
  • Inception Date Oct 3, 2005

To pursue its investment objective, the fund invests primarily in U.S. common stocks. Under normal circumstances, it invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in large-cap stocks of U.S. companies. The fund may invest in derivatives, principally futures contracts, primarily to seek returns on the fund’s otherwise uninvested cash assets. It may invest in exchange-traded funds (ETFs) and stocks of real estate investment trusts (REITs).

Schwab Funds

Fund Family

Large Growth

Fund Category

464.42M

Net Assets

2005-10-03

Inception Date

Performance Overview: SWLSX

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Trailing returns as of 11/21/2024. Category is Large Growth.

YTD Return

SWLSX
22.89%
Category
12.38%
?

1-Year Return

SWLSX
40.05%
Category
41.70%
?

3-Year Return

SWLSX
9.04%
Category
22.56%
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5-Year Return

SWLSX
17.23%
Category
21.98%
?

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Holdings: SWLSX

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Top 10 Holdings (51.44% of Total Assets)

SymbolCompany% Assets
AAPL
Apple Inc. 9.21%
MSFT
Microsoft Corporation 9.08%
NVDA
NVIDIA Corporation 8.32%
AMZN
Amazon.com, Inc. 5.20%
GOOGL
Alphabet Inc. 5.05%
META
Meta Platforms, Inc. 4.96%
AVGO
Broadcom Inc. 3.39%
LLY
Eli Lilly and Company 2.67%
PANW
Palo Alto Networks, Inc. 1.83%
ISRG
Intuitive Surgical, Inc. 1.72%

Sector Weightings

Recent News: SWLSX

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Research Reports: SWLSX

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