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Schwab Large-Cap Growth SWLSX

Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 29.55  /  0.74 %
  • Total Assets 360.5 Mil
  • 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
  • Status Open
  • TTM Yield 0.03%
  • Turnover 17%

Morningstar’s Analysis SWLSX

Will SWLSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Schwab Large-Cap Growth to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings SWLSX

  • Current Portfolio Date
  • Equity Holdings 56
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 49.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
11.26
37,364,839
Technology
10.80
35,844,465
Technology
5.24
17,375,706
Consumer Cyclical
5.06
16,796,326
Communication Services
4.81
15,973,816
Technology

Usd

3.22
10,699,935
Cash and Equivalents
3.17
10,513,674
Communication Services
3.11
10,327,545
Technology
2.24
7,442,476
Technology
2.11
6,999,703
Healthcare