Nasdaq - Delayed Quote
USD
Schwab Large Cap Growth Opportunities (LGILX)
25.87
-0.31
(-1.18%)
At close: 6:32:12 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.36% |
|---|---|
| 5y Average Return | 6.78% |
| Number of Years Up | 23 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Oct 30, 2026) | 47.79% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 47.79% |
| Worst 3Y Total Return | 1.08% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
LGILX
Category
- YTD
- 6.81%
- 0.00%
- 1-Month
- 2.07%
- 0.00%
- 3-Month
- 0.51%
- 0.00%
- 1-Year
- 7.36%
- 0.00%
- 3-Year
- 22.34%
- 0.00%
- 5-Year
- 9.27%
- 0.00%
- 10-Year
- 15.72%
- 0.00%
- Last Bull Market
- 20.31%
- 0.00%
- Last Bear Market
- -23.39%
- 0.00%
Annual Total Return (%) History
Year
LGILX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-8.44% | 16.07% | 0.51% | -- |
|
2025
|
-9.82% | 15.80% | 8.33% | 0.51% |
|
2024
|
13.64% | 7.94% | 1.92% | 5.59% |
|
2023
|
17.09% | 14.54% | -3.51% | 14.20% |
|
2022
|
-13.67% | -23.39% | -7.30% | 1.08% |
|
2021
|
0.10% | 12.86% | 0.49% | 6.10% |
|
2020
|
-11.79% | 28.76% | 10.77% | 9.95% |
|
2019
|
17.02% | 5.91% | -2.44% | 9.64% |
|
2018
|
5.79% | 8.11% | 5.69% | -15.66% |
|
2017
|
10.22% | 6.73% | 5.74% | 7.65% |
Rank in Category (By Total Return)
| YTD | 66 |
| 1-Month | 37 |
|---|---|
| 3-Month | 65 |
| 1-Year | 69 |
| 3-Year | 62 |
| 5-Year | 72 |
Load Adjusted Returns
| 1-Year | 7.36% |
| 3-Year | 22.34% |
|---|---|
| 5-Year | 9.27% |
| 10-Year | 15.72% |
Performance & Risk
| YTD Return | 1.36% |
| 5y Average Return | 6.78% |
| Rank in Category (ytd) | 66 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.18 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Schwab Funds |
| Net Assets | 2.13B |
| YTD Return | 6.81% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Oct 14, 1997 |
Fund Summary
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.
