Schwab Large-Cap Growth 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.
Schwab Large-Cap Growth Fund™ SWLSX
- NAV / 1-Day Return 45.00 / +2.30 %
- Total Assets 603.3M
-
Adj. Expense Ratio
0.990%
- Expense Ratio 0.990%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 22%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 12:31 AM GMT+0
Morningstar’s Analysis SWLSX
Will SWLSX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SWLSX 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 SWLSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 58.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 10.67 | 56M | Technology |
Apple Inc | 8.96 | 47M | Technology |
Alphabet Inc Class A | 7.28 | 38M | Communication Services |
Microsoft Corp | 6.98 | 37M | Technology |
Broadcom Inc | 5.86 | 31M | Technology |
Amazon.com Inc | 5.19 | 27M | Consumer Cyclical |
Meta Platforms Inc Class A | 4.22 | 22M | Communication Services |
Eli Lilly and Co | 3.58 | 19M | Healthcare |
Tesla Inc | 3.02 | 16M | Consumer Cyclical |
Netflix Inc | 2.27 | 12M | Communication Services |
United States