Morningstar

Schwab ® U.S. Large-Cap Growth Index Fund SWLGX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Charles Schwab Investment Hub
  • NAV / 1-Day Return$17.09  /  −1.16%
  • Fund Size$4.6B
  • Adjusted Expense Ratio0.035%
  • Net Expense Ratio0.035%
  • Fee Level: DistributionLow
  • Share Class TypeNo Load
  • Morningstar CategoryLarge Growth
  • Equity Style Box (Funds)Large Growth
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.46%
  • Turnover Ratio16%
NAV and 1-Day Return as of

Morningstar’s Analysis SWLGX

Will SWLGX 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 SWLGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SWLGX 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 SWLGX’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 Growth Idx 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 SWLGX

More SWLGX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings57.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

15.56784M
Technology

Apple Inc

7.61384M
Technology

Alphabet Inc Class A

5.85295M
Communication Services

Microsoft Corp

5.56280M
Technology

Broadcom Inc

4.77240M
Technology

Alphabet Inc Class C

4.73238M
Communication Services

Meta Platforms Inc Class A

3.81192M
Communication Services

Micron Technology Inc

3.51177M
Technology

Tesla Inc

3.03153M
Consumer Cyclical

Advanced Micro Devices Inc

2.91147M
Technology

Sponsor Center

Site Index
United States Flag United States

© Copyright 2026 Morningstar, Inc. All rights reserved. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.