SWLVX Mutual Fund (Schwab US Large-Cap Value Index Fund) is managed by Charles Schwab Asset Management with $1.13B in net assets. SWLVX expense ratio is 0.04%, holding 861 positions across sectors including Financials, Industrials, Unknown. Inception date: 2017-12-20.

SWLVX performance shows a YTD return of 15.11%. The 1-year return is 27.28% and the 5-year return is 11.11%. SWLVX dividend yield stands at 1.74%, paid annually.

SWLVX top holdings include Berkshire Hathaway Inc Brk/B Us Equity (2.8%), Jpmorgan Chase (2.6%), Alphabet Inc Common Stock USD 0.001 (2.2%), Amazon.Com Inc (2.0%), Exxon Mobil Corp. (1.9%). View all SWLVX holdings, sector breakdown, or dividend history.

SWLVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SWLVX alternatives are available via the screener, along with tax-loss harvesting opportunities.