Morningstar

Schwab ® U.S. Large-Cap Value Index Fund SWLVX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Charles Schwab Investment Hub
  • NAV / 1-Day Return $19.89  /  −0.10 %
  • Fund Size $1.2B
  • Adjusted Expense Ratio 0.035%
  • Net Expense Ratio 0.035%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.51%
  • Turnover Ratio 16%
NAV and 1-Day Return as of

Morningstar’s Analysis SWLVX

Will SWLVX outperform in the 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 SWLVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SWLVX 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 SWLVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Schwab ® US Large-Cap Value Index holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SWLVX

More SWLVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

6.09 70M
Consumer Cyclical

Apple Inc

5.53 64M
Technology

Microsoft Corp

4.97 57M
Technology

JPMorgan Chase & Co

2.51 29M
Financial Services

Berkshire Hathaway Inc Class B

2.47 29M
Financial Services

ExxonMobil Holdings Corp

1.77 20M
Energy

Johnson & Johnson

1.69 20M
Healthcare

Cisco Systems Inc

1.15 13M
Technology

Walmart Inc

1.11 13M
Consumer Defensive

AbbVie Inc

1.10 13M
Healthcare

Sponsor Center