Nasdaq - Delayed Quote USD

Schwab US Large-Cap Growth Idx (SWLGX)

123.31
+0.15
+(0.12%)
At close: February 14 at 8:01:32 PM EST
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DELL
  • Previous Close 123.16
  • YTD Return 1.98%
  • Expense Ratio 0.03%
  • Category Large Growth
  • Last Cap Gain 31.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 3.36B
  • Beta (5Y Monthly) 1.11
  • Yield 0.51%
  • 5y Average Return --
  • Holdings Turnover 17.00%
  • Last Dividend 0.62
  • Inception Date Dec 20, 2017

To pursue its goal, the fund generally invests in stocks that are included in the Russell 1000® Growth Index. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index. The Russell 1000 Growth Index measures the performance of the large-cap growth segment of the U.S. equity universe. It is a subset of the Russell 1000® Index, representing growth issuers in the Russell 1000 Index.

Schwab Funds

Fund Family

Large Growth

Fund Category

3.36B

Net Assets

2017-12-20

Inception Date

Performance Overview: SWLGX

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Trailing returns as of 2/13/2025. Category is Large Growth.

YTD Return

SWLGX
1.98%
Category
12.38%
 

1-Year Return

SWLGX
32.63%
Category
41.70%
 

3-Year Return

SWLGX
14.54%
Category
22.56%
 

5-Year Return

SWLGX
18.86%
Category
21.98%
 

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Holdings: SWLGX

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Sector Weightings

SectorSWLGX
Technology   50.12%
Healthcare   6.62%
Industrials   3.23%
Real Estate   0.47%
Energy   0.42%
Utilities   0.23%

Recent News: SWLGX

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Research Reports: SWLGX

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