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SWLGX Schwab ® US Large-Cap Growth Idx Forecast, Technical & Fundamental Analysis

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

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

Notable companies

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

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. It is non-diversified.

Market Cap

The average market capitalization across the Schwab ® US Large-Cap Growth Idx MF is 3T. The market cap for tickers in the group ranges from 1.01T to 4.97T. NVDA holds the highest valuation in this group at 4.97T. The lowest valued company is LLY at 1.01T.

Volume

The average weekly volume growth across all stocks in the Schwab ® US Large-Cap Growth Idx MF was -15%. For the same stocks of the MF, the average monthly volume growth was 25% and the average quarterly volume growth was 51%

Fundamental Analysis Ratings

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

Valuation Rating: 60
P/E Growth Rating: 53
Price Growth Rating: 43
SMR Rating: 29
Profit Risk Rating: 27
Seasonality Score: 53 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Details
Category
Large Growth
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
MTVA2.570.12
+4.90%
MetaVia Inc.
TRI86.040.30
+0.35%
Thomson Reuters Corp
LARK28.56-0.07
-0.24%
Landmark Bancorp Inc.
GTM2.98-0.05
-1.65%
ZOOMINFO Technologies Inc.
SRAD13.90-0.33
-2.32%
Sportradar Group AG

SWLGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SWLGX has been closely correlated with VIGAX. These tickers have moved in lockstep 99% of the time. This A.I.-generated data suggests there is a high statistical probability that if SWLGX jumps, then VIGAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWLGX
1D Price
Change %
SWLGX100%
-3.24%
VIGAX - SWLGX
99%
Closely correlated
-3.64%
VIGRX - SWLGX
99%
Closely correlated
-3.65%
VIGIX - SWLGX
99%
Closely correlated
-3.64%
RGACX - SWLGX
92%
Closely correlated
-3.82%
RGAHX - SWLGX
89%
Closely correlated
-3.83%
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Schwab ® US Large-Cap Growth Idx (SWLGX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com