C
Schwab Large-Cap Growth Fund™ SWLSX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings SWLSX-NASDAQ Click to
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Rating C
Reward Index Good
Reward Grade B-
Risk Index Fair
Risk Grade C
Company Info SWLSX-NASDAQ Click to
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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
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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
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Dividend Yield 0.00%
Dividend SWLSX-NASDAQ Click to
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Dividend Yield (Forward) 0.67%
Asset Allocation SWLSX-NASDAQ Click to
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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
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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
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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
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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
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Beta 1.09
Standard Deviation 18.21
Balance Sheet SWLSX-NASDAQ Click to
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Total Assets 528.40M
Operating Ratios SWLSX-NASDAQ Click to
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Expense Ratio 0.99%
Turnover Ratio 15.00%
Performance SWLSX-NASDAQ Click to
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Last Bull Market Total Return 20.70%
Last Bear Market Total Return -19.57%