Schwab ® U.S. Large-Cap Growth Index Fund
SWLGX
NASDAQ
| Weiss Ratings | SWLGX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | SWLGX-NASDAQ | Click to Compare |
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| Provider | Schwab Funds | |||
| Manager/Tenure (Years) | Christopher Bliss (7), Ferian Juwono (7), Jeremy Brown (6), 1 other | |||
| Website | http://www.schwabfunds.com | |||
| Fund Information | SWLGX-NASDAQ | Click to Compare |
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| Fund Name | Schwab ® U.S. Large-Cap Growth Index Fund | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 20, 2017 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SWLGX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.47% | |||
| Dividend | SWLGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.63% | |||
| Asset Allocation | SWLGX-NASDAQ | Click to Compare |
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| Cash | 0.31% | |||
| Stock | 99.70% | |||
| U.S. Stock | 99.48% | |||
| Non-U.S. Stock | 0.22% | |||
| 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 | SWLGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.03% | |||
| 30-Day Total Return | 1.70% | |||
| 60-Day Total Return | 748.40% | |||
| 90-Day Total Return | 799.02% | |||
| Year to Date Total Return | 794.03% | |||
| 1-Year Total Return | 882.02% | |||
| 2-Year Total Return | 1,230.48% | |||
| 3-Year Total Return | 1,424.88% | |||
| 5-Year Total Return | 1,549.51% | |||
| Price | SWLGX-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 | SWLGX-NASDAQ | Click to Compare |
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| Nav | $16.60 | |||
| 1-Month Low NAV | $16.04 | |||
| 1-Month High NAV | $16.72 | |||
| 52-Week Low NAV | $1.48 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $16.72 | |||
| 52-Week High Price (Date) | Aug 14, 2025 | |||
| Beta / Standard Deviation | SWLGX-NASDAQ | Click to Compare |
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| Beta | 1.10 | |||
| Standard Deviation | 17.70 | |||
| Balance Sheet | SWLGX-NASDAQ | Click to Compare |
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| Total Assets | 3.87B | |||
| Operating Ratios | SWLGX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.04% | |||
| Turnover Ratio | 17.00% | |||
| Performance | SWLGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 23.88% | |||
| Last Bear Market Total Return | -20.93% | |||