Schwab Large Cap Growth Opportunities Fund
LGILX
NASDAQ
| Weiss Ratings | LGILX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | LGILX-NASDAQ | Click to Compare |
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| Provider | Schwab Funds | |||
| Manager/Tenure (Years) | Jeffrey R. Bourke (3), Tony Creasy (3), Giri K Devulapally (3), 7 others | |||
| Website | http://www.schwabfunds.com | |||
| Fund Information | LGILX-NASDAQ | Click to Compare |
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| Fund Name | Schwab Large Cap Growth Opportunities Fund | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Oct 14, 1997 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | LGILX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | LGILX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.53% | |||
| Asset Allocation | LGILX-NASDAQ | Click to Compare |
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| Cash | 2.69% | |||
| Stock | 97.30% | |||
| U.S. Stock | 95.13% | |||
| Non-U.S. Stock | 2.17% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | LGILX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -3.64% | |||
| 30-Day Total Return | -6.60% | |||
| 60-Day Total Return | -3.36% | |||
| 90-Day Total Return | -4.03% | |||
| Year to Date Total Return | 1.23% | |||
| 1-Year Total Return | -0.64% | |||
| 2-Year Total Return | 21.58% | |||
| 3-Year Total Return | 69.52% | |||
| 5-Year Total Return | 35.71% | |||
| Price | LGILX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | LGILX-NASDAQ | Click to Compare |
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| Nav | $26.15 | |||
| 1-Month Low NAV | $25.87 | |||
| 1-Month High NAV | $28.42 | |||
| 52-Week Low NAV | $22.78 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $30.35 | |||
| 52-Week High Price (Date) | Nov 10, 2025 | |||
| Beta / Standard Deviation | LGILX-NASDAQ | Click to Compare |
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| Beta | 1.26 | |||
| Standard Deviation | 16.78 | |||
| Balance Sheet | LGILX-NASDAQ | Click to Compare |
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| Total Assets | 1.99B | |||
| Operating Ratios | LGILX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.74% | |||
| Turnover Ratio | 39.00% | |||
| Performance | LGILX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.30% | |||
| Last Bear Market Total Return | -23.38% | |||