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SWLSX
Mutual Fund ticker: NASDAQ
AS OF
Apr 24 closing price
Price
$32.63
Change
+$0.99 (+3.13%)
Net Assets
433.25M

SWLSX Schwab Large-Cap Growth Forecast, Technical & Fundamental Analysis

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

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

Notable companies

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

Industry description

The investment seeks long-term capital growth. To pursue its investment objective, the fund invests primarily in U.S. common stocks. Under normal circumstances, it invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in large-cap stocks of U.S. companies. The fund may invest in derivatives, principally futures contracts, primarily to seek returns on the fund’s otherwise uninvested cash assets. It may invest in exchange-traded funds (ETFs) and stocks of real estate investment trusts (REITs).

Market Cap

The average market capitalization across the Schwab Large-Cap Growth MF is 1.55T. The market cap for tickers in the group ranges from 90.22B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is PANW at 90.22B.

Volume

The average weekly volume growth across all stocks in the Schwab Large-Cap Growth MF was -13%. For the same stocks of the MF, the average monthly volume growth was 35% and the average quarterly volume growth was 26%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 62
Price Growth Rating: 59
SMR Rating: 31
Profit Risk Rating: 24
Seasonality Score: -11 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

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

Correlation & Price change

A.I.dvisor indicates that over the last year, SWLSX has been closely correlated with VIGRX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if SWLSX jumps, then VIGRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWLSX
1D Price
Change %
SWLSX100%
N/A
VIGRX - SWLSX
100%
Closely correlated
N/A
VIGAX - SWLSX
99%
Closely correlated
N/A
VIGIX - SWLSX
99%
Closely correlated
N/A
GAFFX - SWLSX
92%
Closely correlated
+2.55%
FAFGX - SWLSX
92%
Closely correlated
+2.56%
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