Schwab Select Large Cap Growth 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 (1), Tony Creasy (1), Giri K Devulapally (1), 8 others | |||
Website | http://www.schwabfunds.com | |||
Fund Information | LGILX-NASDAQ | Click to Compare |
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Fund Name | Schwab Select Large Cap Growth 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) | 0.59% | |||
Asset Allocation | LGILX-NASDAQ | Click to Compare |
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Cash | 3.85% | |||
Stock | 96.15% | |||
U.S. Stock | 94.00% | |||
Non-U.S. Stock | 2.15% | |||
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 | 3.22% | |||
30-Day Total Return | 2.14% | |||
60-Day Total Return | -2.36% | |||
90-Day Total Return | -8.57% | |||
Year to Date Total Return | -6.39% | |||
1-Year Total Return | 10.89% | |||
2-Year Total Return | 56.04% | |||
3-Year Total Return | 50.99% | |||
5-Year Total Return | 91.68% | |||
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 | $24.31 | |||
1-Month Low NAV | $20.83 | |||
1-Month High NAV | $24.31 | |||
52-Week Low NAV | $20.83 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $29.17 | |||
52-Week High Price (Date) | Dec 11, 2024 | |||
Beta / Standard Deviation | LGILX-NASDAQ | Click to Compare |
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Beta | 1.20 | |||
Standard Deviation | 21.08 | |||
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 | 63.00% | |||
Performance | LGILX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 21.68% | |||
Last Bear Market Total Return | -23.38% | |||