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
  • 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

AmountHolding
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

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