Skip to Content
Morningstar

Schwab Large-Cap Growth SWLSX

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 34.41  /  +0.71 %
  • Total Assets 443.8 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%

USD | NAV as of Jul 06, 2024 | 1-Day Return as of Jul 06, 2024, 12:43 AM GMT+0

Morningstar’s Analysis SWLSX

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

  • 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.

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.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SWLSX

More SWLSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

10.53 41.8 Mil
Technology

Apple Inc

8.04 31.9 Mil
Technology

NVIDIA Corp

7.34 29.1 Mil
Technology

Amazon.com Inc

5.20 20.6 Mil
Consumer Cyclical

Alphabet Inc Class A

5.11 20.3 Mil
Communication Services

Meta Platforms Inc Class A

4.27 16.9 Mil
Communication Services

Broadcom Inc

3.09 12.3 Mil
Technology

Eli Lilly and Co

2.35 9.3 Mil
Healthcare

Usd

2.29 9.1 Mil
Cash and Equivalents

Thermo Fisher Scientific Inc

1.81 7.2 Mil
Healthcare