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Schwab Large Cap Growth Opportunities (LGILX)

26.18 -0.80 (-2.97%)
At close: 8:10:19 AM EST
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  • Previous Close 26.98
  • YTD Return 6.81%
  • Expense Ratio 0.74%
  • Category --
  • Last Cap Gain 40.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets 2.13B
  • Beta (5Y Monthly) 1.18
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 39.00%
  • Last Dividend 0.02
  • Inception Date Oct 14, 1997

The fund invests at least 80% of its net assets (including, for this purpose, and borrowing for investment purposes) in large cap growth equity securities of U.S. companies. Large cap growth equity securities are equity securities that (i) have a market capitalization of at least $3 billion at the time of investment; and (ii) are included in the Russell 1000® Growth Index, the fund’s comparative index. In addition, up to 20% of the fund’s net assets may be invested in foreign equity securities. Investments in equity securities include common stock and preferred stock.

Schwab Funds

Fund Family

--

Fund Category

2.13B

Net Assets

1997-10-14

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026.

YTD Return

LGILX
6.81%
Category
0.00%

1-Year Return

LGILX
7.36%
Category
0.00%

3-Year Return

LGILX
22.34%
Category
0.00%

5-Year Return

LGILX
9.27%
Category
0.00%

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