Skip to Content
Morningstar

Schwab Select Large Cap Growth LGILX

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 23.05  /  −0.17 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 49%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis LGILX

Will LGILX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LGILX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LGILX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LGILX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Schwab Select Large Cap Growth earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LGILX

More LGILX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.04 199.8 Mil
Technology

Microsoft Corp

8.90 196.7 Mil
Technology

Apple Inc

7.28 160.9 Mil
Technology

Amazon.com Inc

6.63 146.5 Mil
Consumer Cyclical

Meta Platforms Inc Class A

4.84 106.9 Mil
Communication Services

Alphabet Inc Class A

4.70 103.9 Mil
Communication Services

Eli Lilly and Co

3.58 79.2 Mil
Healthcare

Mastercard Inc Class A

3.32 73.4 Mil
Financial Services

Netflix Inc

2.27 50.2 Mil
Communication Services

Salesforce Inc

1.99 44.0 Mil
Technology