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SWLGX
Mutual Fund ticker: NASDAQ
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SWLGX price forecast, quote, news & analysis

Category: @Large Growth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), Tesla (NASDAQ:TSLA).

Industry description

The investment seeks to track the performance of the Russell 1000 Growth Index that measures the total return of large capitalization U.S. growth stocks. To pursue its goal, the fund generally invests in stocks that are included in the Russell 1000® Growth Index. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index. The Russell 1000 Growth Index measures the performance of the large-cap growth segment of the U.S. equity universe. It is a subset of the Russell 1000® Index, representing growth issuers in the Russell 1000 Index.

Market Cap

The average market capitalization across the Schwab ® US Large-Cap Growth Idx MF is 1.87T. The market cap for tickers in the group ranges from 559.85B to 3.59T. NVDA holds the highest valuation in this group at 3.59T. The lowest valued company is TSLA at 559.85B.

Volume

The average weekly volume growth across all stocks in the Schwab ® US Large-Cap Growth Idx MF was 38%. For the same stocks of the MF, the average monthly volume growth was 74% and the average quarterly volume growth was 15%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 78
P/E Growth Rating: 66
Price Growth Rating: 34
SMR Rating: 33
Profit Risk Rating: 16
Seasonality Score: -2 (-100 ... +100)
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A.I.Advisor
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A.I. Advisor
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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