SWLVX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Schwab ® US Large-Cap Value Index (SWLVX) Ownership - Who owns Schwab ® US Large-Cap Value Index?

The investment seeks to track the performance of the Russell 1000 Value Index that measures the total return of large capitalization U... Show more

Category: #Large Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

SWLVX

Net Assets

755M

Fund Existence

over 7 years

Turnover

30.97

Total Expense Ratio

0.04

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Large Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.04

Assets in Top Ten Holdings

116M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

755M

Fund Type

OpenEnd

Index Fund

Yes

Management Fee

0.04

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

862.00

Number of Net Holdings

862.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

17.28%

Gain YTD

-3.895

Annual Yield % from dividends

2.00

Returns for 1 year

3.40

Returns for 3 years

13.26

Returns for 5 years

69.82

Returns for 10 years

N/A

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General Information

Category LargeValue

Profile

Fundamentals

Details