SWLSX : Schwab Large-Cap Growth Fund™

SWLSX is a US Stocks Market Large Growth with MODERATE fees.

SWLSX

Schwab Large-Cap Growth Fund™

FI Score

34 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

8 /10

Market Size

3 /10

34% FI Score
  • swlsx
  • Mutual Fund
  • US Stocks
  • Large Growth

Schwab Large-Cap Growth Fund™

Expenses: 0.99% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks long-term capital growth. To pursue its investment objective, the fund invests primarily in U.S. common stocks. Under normal circumstances, the fund invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in large-cap stocks of U.S. companies. Large-cap stocks generally are those with market capitalizations within the universe of the Russell 1000® Index at the time of purchase by the fund.

Largest Holdings

Amount Holding
10.30% Microsoft Corp
9.70% Apple Inc
8.01% Amazon.com Inc
5.57% Alphabet Inc A
3.92% Facebook Inc A
2.60% Mastercard Inc A
1.94% Visa Inc Class A
1.72% The Home Depot Inc
1.70% PepsiCo Inc
1.47% American Tower Corp
1.47% Alexion Pharmaceuticals Inc
1.43% Roche Holding AG ADR
1.38% Cadence Design Systems Inc
1.34% UnitedHealth Group Inc
1.28% Adobe Inc
1.21% Qualcomm Inc
1.12% Fortinet Inc
1.08% Allison Transmission Holdings Inc
1.06% VeriSign Inc
1.02% Prologis Inc
1.02% Lockheed Martin Corp
1.02% Novartis AG ADR
1.01% Hill-Rom Holdings Inc
0.99% Biogen Inc
0.98% NVIDIA Corp

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