SWLGX : Schwab ® U.S. Large-Cap Growth Index Fund

SWLGX is a US Stocks Market Large Growth index fund with LOW fees.

SWLGX

Schwab ® U.S. Large-Cap Growth Index Fund

FI Score

72 /100

Expense Ratio Rating

10 /10

Expense Rating

10 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

72% FI Score
  • swlgx
  • Mutual Fund
  • US Stocks
  • Large Growth

Schwab ® U.S. Large-Cap Growth Index Fund

Expenses: 0.04% (Better than 1% of similar funds)

This is an OK choice for a Large Growth US Stocks fund. See why »

Fund Summary

The investment seeks to track the performance of a benchmark index that measures the total return of large capitalization U.S. growth stocks. 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. It is non-diversified.

Largest Holdings

Amount Holding
9.00% Microsoft Corp
8.04% Apple Inc
6.87% Amazon.com Inc
3.25% Facebook Inc A
2.68% Alphabet Inc Class C
2.68% Alphabet Inc A
2.03% Visa Inc Class A
1.84% UnitedHealth Group Inc
1.62% Mastercard Inc A
1.27% Merck & Co Inc
1.21% Cisco Systems Inc
1.17% Netflix Inc
1.13% NVIDIA Corp
1.13% Adobe Inc
1.03% PepsiCo Inc
0.96% PayPal Holdings Inc
0.91% The Home Depot Inc
0.90% Salesforce.com Inc
0.88% Costco Wholesale Corp
0.87% Eli Lilly and Co
0.86% Amgen Inc
0.81% AbbVie Inc
0.80% Coca-Cola Co
0.78% Accenture PLC Class A
0.75% Tesla Inc

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