Schwab Large Cap Growth Fund Quote
| SWLGX Fund | USD 117.17 0.17 0.15% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Schwab Us is trading at 117.17 as of the 22nd of November 2024; that is 0.15 percent increase since the beginning of the trading day. The fund's open price was 117.0. Schwab Us has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Schwab Large Cap Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
To pursue its goal, the fund generally invests in stocks that are included in the Russell 1000 Growth Index. It is the funds policy that under normal circumstances it will invest at least 90 percent of its net assets in securities included in the index. More on Schwab Large Cap Growth
Moving together with Schwab Mutual Fund
Moving against Schwab Mutual Fund
Schwab Mutual Fund Highlights
| Fund Concentration | Schwab Funds, Large Growth Funds, Large Growth, Schwab Funds, Large Growth, Large Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 27th of February 2023 |
| Fiscal Year End | October |
Schwab Large Cap Growth [SWLGX] is traded in USA and was established 22nd of November 2024. Schwab Us is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Schwab Funds family. This fund at this time has accumulated 1.15 B in assets with no minimum investment requirementsSchwab Large Cap is currently producing year-to-date (YTD) return of 28.55% with the current yeild of 0.01%, while the total return for the last 3 years was 9.44%.
Check Schwab Us Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab Large Cap Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Schwab Large Cap Growth Mutual Fund Constituents
| BA | The Boeing | Stock | Industrials | |
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| MA | Mastercard | Stock | Financials | |
| MRK | Merck Company | Stock | Health Care |
Schwab Us Top Holders
| SWCGX | Schwab Markettrack Servative | Mutual Fund | Allocation--30% to 50% Equity | |
| SWBGX | Schwab Markettrack Balanced | Mutual Fund | Allocation--50% to 70% Equity | |
| SWEGX | Schwab Markettrack All | Mutual Fund | Allocation--85%+ Equity | |
| SWHGX | Schwab Markettrack Growth | Mutual Fund | Allocation--70% to 85% Equity |
Schwab Large Cap Risk Profiles
| Mean Deviation | 0.7351 | |||
| Semi Deviation | 1.07 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.13 |
Schwab Us Against Markets
Other Information on Investing in Schwab Mutual Fund
Schwab Us financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab Us security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets |