Schwab Large-Cap Growth Fund™
SWLSX
NASDAQ
Weiss Ratings | SWLSX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Good | |||
Reward Grade | B- | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | SWLSX-NASDAQ | Click to Compare |
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Provider | Schwab Funds | |||
Manager/Tenure (Years) | Holly Emerson (8), Bill McMahon (3), Gretchen Novak (3) | |||
Website | http://www.schwabfunds.com | |||
Fund Information | SWLSX-NASDAQ | Click to Compare |
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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 |
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Dividend Yield | 0.00% | |||
Dividend | SWLSX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 0.67% | |||
Asset Allocation | SWLSX-NASDAQ | Click to Compare |
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Cash | 1.22% | |||
Stock | 98.78% | |||
U.S. Stock | 98.77% | |||
Non-U.S. Stock | 0.01% | |||
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 |
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7-Day Total Return | 1.76% | |||
30-Day Total Return | 5.47% | |||
60-Day Total Return | 12.26% | |||
90-Day Total Return | 23.72% | |||
Year to Date Total Return | 7.47% | |||
1-Year Total Return | 13.14% | |||
2-Year Total Return | 51.41% | |||
3-Year Total Return | 89.29% | |||
5-Year Total Return | 117.50% | |||
Price | SWLSX-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 | SWLSX-NASDAQ | Click to Compare |
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Nav | $38.54 | |||
1-Month Low NAV | $36.67 | |||
1-Month High NAV | $38.70 | |||
52-Week Low NAV | $28.94 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $38.70 | |||
52-Week High Price (Date) | Jun 30, 2025 | |||
Beta / Standard Deviation | SWLSX-NASDAQ | Click to Compare |
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Beta | 1.09 | |||
Standard Deviation | 18.21 | |||
Balance Sheet | SWLSX-NASDAQ | Click to Compare |
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Total Assets | 528.40M | |||
Operating Ratios | SWLSX-NASDAQ | Click to Compare |
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Expense Ratio | 0.99% | |||
Turnover Ratio | 15.00% | |||
Performance | SWLSX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 20.70% | |||
Last Bear Market Total Return | -19.57% | |||