Morningstar

Schwab Large Cap Growth Opportunities Fund LGILX

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 27.69  /  +0.36 %
  • Total Assets 2.1B
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 39%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

Morningstar’s Analysis LGILX

Will LGILX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Schwab Large Cap Growth Opportunities holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LGILX

More LGILX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

12.53 285M
Technology

Alphabet Inc Class A

9.41 214M
Communication Services

Apple Inc

5.04 115M
Technology

Ssc Government Mm Gvmxx

4.69 107M
Cash and Equivalents

Amazon.com Inc

3.58 81M
Consumer Cyclical

Tesla Inc

3.55 81M
Consumer Cyclical

Microsoft Corp

3.30 75M
Technology

Eli Lilly and Co

2.72 62M
Healthcare

Broadcom Inc

2.67 61M
Technology

Meta Platforms Inc Class A

2.38 54M
Communication Services

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