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Schwab Large-Cap Growth (SWLSX)

44.06 -0.54 (-1.21%)
At close: 8:07:19 PM EST
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  • Previous Close 44.60
  • YTD Return 11.79%
  • Expense Ratio 0.99%
  • Category --
  • Last Cap Gain 34.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 632.57M
  • Beta (5Y Monthly) 1.14
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 22.00%
  • Last Dividend 0.01
  • Inception Date Oct 3, 2005

To pursue its investment objective, the fund invests primarily in U.S. common stocks. Under normal circumstances, it invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in large-cap stocks of U.S. companies. The fund may invest in derivatives, principally futures contracts, primarily to seek returns on the fund’s otherwise uninvested cash assets. It may invest in exchange-traded funds (ETFs) and stocks of real estate investment trusts (REITs).

Schwab Funds

Fund Family

--

Fund Category

632.57M

Net Assets

2005-10-03

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026.

YTD Return

SWLSX
11.79%
Category
0.00%

1-Year Return

SWLSX
13.85%
Category
0.00%

3-Year Return

SWLSX
25.14%
Category
0.00%

5-Year Return

SWLSX
14.56%
Category
0.00%

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