SWLGX Mutual Fund
SWLGX Mutual Fund
Schwab US Large-Cap Growth Index Fund
SWLGX Mutual Fund Overview
SWLGX Mutual Fund (Schwab US Large-Cap Growth Index Fund) is managed by Charles Schwab Asset Management with $4.68B in net assets. SWLGX expense ratio is 0.04%, holding 390 positions across sectors including Information Technology, Communication Services, Unknown. Inception date: 2017-12-20.
SWLGX performance shows a YTD return of 5.61%. The 1-year return is 17.67% and the 5-year return is 13.67%. SWLGX dividend yield stands at 0.43%, paid annually.
SWLGX top holdings include Nvidia Corp. (12.7%), Apple, Inc (10.7%), Microsoft Corp 4.100 Feb 06 37 (9.1%), Amazon.Com Inc (4.8%), Broadcom Inc (4.6%). View all SWLGX holdings, sector breakdown, or dividend history.
SWLGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SWLGX alternatives are available via the screener, along with tax-loss harvesting opportunities.