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SWLSX
Mutual Fund ticker: NASDAQ
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Schwab Large-Cap Growth (SWLSX) Ownership - Who owns Schwab Large-Cap Growth?

The investment seeks long-term capital growth... Show more

Category: #Large Growth

Profile

Category
Large Growth
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com

Details

Group
Domestic Stock Funds
Category
Large Growth
Total Expense Ratio
0.99
Min. Initial Investment
N/A
Fund Existence
over 19 years
Turnover
15.00
Front Load
N/A
Net Assets
491164480.00
Manager Tenure
N/A

Fundamentals

SWLSX
Net Assets
491M
Fund Existence
over 19 years
Turnover
15.00
Total Expense Ratio
0.99
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Large Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.00
Assets in Top Ten Holdings
165M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
501M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.72
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
60.00
Number of Net Holdings
60.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
52.57%
Gain YTD
-0.335
Annual Yield % from dividends
0.00
Returns for 1 year
12.85
Returns for 3 years
67.22
Returns for 5 years
93.99
Returns for 10 years
99.26
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General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com