Schwab Large Cap Growth Opportunities Fund LGILX Strategy

| Medalist Rating as of | See Charles Schwab Investment Hub

Strategy

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (including, for this purpose, and borrowing for investment purposes) in large cap growth equity securities of U.S. companies. Large cap growth equity securities are equity securities that (i) have a market capitalization of at least $3 billion at the time of investment; and (ii) are included in the Russell 1000® Growth Index, the fund’s comparative index. In addition, up to 20% of the fund’s net assets may be invested in foreign equity securities. Investments in equity securities include common stock and preferred stock.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
LGILX
Schwab Large Cap Growth Opportunities FundNo LoadOpen $2.13B0.740%Average$0−$232.90M

Sponsor Center