Schwab Large Cap Value Fund Quote
| SWLVX Fund | USD 62.47 0.52 0.84% |
Performance12 of 100
| Odds Of DistressLess than 17
|
Schwab Us is trading at 62.47 as of the 22nd of November 2024; that is 0.84 percent increase since the beginning of the trading day. The fund's open price was 61.95. Schwab Us has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Schwab Large Cap Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2023 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 Value 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 Value
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Schwab Mutual Fund Highlights
| Fund Concentration | Schwab Funds, Large Value Funds, Large Value, Schwab Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 27th of February 2023 |
| Fiscal Year End | October |
Schwab Large Cap Value [SWLVX] 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 Value category and is part of Schwab Funds family. This fund at this time has accumulated 637.62 M in assets with no minimum investment requirementsSchwab Large Cap is currently producing year-to-date (YTD) return of 18.64% with the current yeild of 0.02%, while the total return for the last 3 years was 7.25%.
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 Value 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 Value Mutual Fund Constituents
| JPM | JPMorgan Chase Co | Stock | Financials | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| WMT | Walmart | Stock | Consumer Staples | |
| VZ | Verizon Communications | Stock | Communication Services | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| T | ATT Inc | Stock | Communication Services | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| PFE | Pfizer Inc | Stock | Health Care |
Schwab Large Cap Risk Profiles
| Mean Deviation | 0.5272 | |||
| Semi Deviation | 0.3299 | |||
| Standard Deviation | 0.6782 | |||
| Variance | 0.46 |
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.
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