Schwab Large-Cap Growth Fund™
SWLSX
NASDAQ
| Weiss Ratings | SWLSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | SWLSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Schwab Funds | |||
| Manager/Tenure (Years) | Holly Emerson (8), Bill McMahon (4), Gretchen Novak (4) | |||
| Website | http://www.schwabfunds.com | |||
| Fund Information | SWLSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Schwab Large-Cap Growth Fund™ | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Oct 03, 2005 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SWLSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | SWLSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.70% | |||
| Asset Allocation | SWLSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.56% | |||
| Stock | 99.44% | |||
| U.S. Stock | 99.44% | |||
| Non-U.S. Stock | 0.00% | |||
| 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 | SWLSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 2.03% | |||
| 30-Day Total Return | 3.49% | |||
| 60-Day Total Return | 6.18% | |||
| 90-Day Total Return | 12.82% | |||
| Year to Date Total Return | 16.31% | |||
| 1-Year Total Return | 24.68% | |||
| 2-Year Total Return | 64.58% | |||
| 3-Year Total Return | 100.05% | |||
| 5-Year Total Return | 119.81% | |||
| Price | SWLSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | SWLSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $41.71 | |||
| 1-Month Low NAV | $39.46 | |||
| 1-Month High NAV | $41.76 | |||
| 52-Week Low NAV | $28.94 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $41.76 | |||
| 52-Week High Price (Date) | Sep 15, 2025 | |||
| Beta / Standard Deviation | SWLSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.06 | |||
| Standard Deviation | 16.86 | |||
| Balance Sheet | SWLSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 554.29M | |||
| Operating Ratios | SWLSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.99% | |||
| Turnover Ratio | 15.00% | |||
| Performance | SWLSX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 20.70% | |||
| Last Bear Market Total Return | -19.57% | |||