Nasdaq - Delayed Quote USD

Schwab US Large-Cap Growth Idx (SWLGX)

116.72
-1.77
(-1.49%)
As of 8:07:14 AM EDT. Market Open.
Loading Chart for SWLGX
  • Previous Close 118.49
  • YTD Return -8.36%
  • Expense Ratio 0.03%
  • Category Large Growth
  • Last Cap Gain 31.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 3.1B
  • Beta (5Y Monthly) 1.10
  • Yield 0.57%
  • 5y Average Return --
  • Holdings Turnover 17.00%
  • Last Dividend 0.62
  • Inception Date Dec 20, 2017

To pursue its goal, the fund generally invests in stocks that are included in the Russell 1000® Growth Index. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index. The Russell 1000 Growth Index measures the performance of the large-cap growth segment of the U.S. equity universe. It is a subset of the Russell 1000® Index, representing growth issuers in the Russell 1000 Index.

Schwab Funds

Fund Family

Large Growth

Fund Category

3.1B

Net Assets

2017-12-20

Inception Date

Performance Overview: SWLGX

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Trailing returns as of 5/20/2025. Category is Large Growth.

YTD Return

SWLGX
8.36%
Category
12.38%
 

1-Year Return

SWLGX
14.51%
Category
41.70%
 

3-Year Return

SWLGX
15.57%
Category
22.56%
 

5-Year Return

SWLGX
17.19%
Category
21.98%
 

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Holdings: SWLGX

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Sector Weightings

SectorSWLGX
Technology   48.38%
Healthcare   7.79%
Industrials   3.61%
Real Estate   0.57%
Energy   0.47%
Utilities   0.24%

Recent News: SWLGX

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Research Reports: SWLGX

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