Yahoo
Nasdaq - Delayed Quote USD

Schwab US Large-Cap Value Index (SWLVX)

20.22 -0.17 (-0.83%)
At close: October 30 at 8:04:12 PM EDT
Chart Range Bar
Loading chart for SWLVX
  • Previous Close 20.39
  • YTD Return 19.19%
  • Expense Ratio 0.03%
  • Category Large Value
  • Last Cap Gain 24.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 1.12B
  • Beta (5Y Monthly) 0.79
  • Yield 1.51%
  • 5y Average Return --
  • Holdings Turnover 16.00%
  • Last Dividend 0.29
  • Inception Date Dec 20, 2017

To pursue its goal, the fund generally invests in stocks that are included in the Russell 1000® Value Index. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets (including any borrowings for investment purposes) in securities included in the index. The Russell 1000 Value Index measures the performance of the large-cap value segment of the U.S. equity universe.

Schwab Funds

Fund Family

Large Value

Fund Category

1.12B

Net Assets

2017-12-20

Inception Date

Performance Overview

View More

Trailing returns as of 10/30/2026. Category is Large Value.

YTD Return

SWLVX
19.19%
Category
4.44%

1-Year Return

SWLVX
23.72%
Category
14.37%

3-Year Return

SWLVX
20.03%
Category
6.04%

5-Year Return

SWLVX
11.88%
Category
9.20%

People Also Watch

Holdings

View More

Sector Weightings

Recent News

View More

Research Reports

View More

Top Mutual Funds

Mobilize your Website
View Site in Mobile | Classic
Share by: