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

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:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY), Palo Alto Networks Inc (NASDAQ:PANW).

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).

The average market capitalization across the Schwab Large-Cap Growth MF is 1.7T. The market cap for tickers in the group ranges from 90.22B to 3.6T. NVDA holds the highest valuation in this group at 3.6T. The lowest valued company is PANW at 90.22B.

The average weekly volume growth across all stocks in the Schwab Large-Cap Growth MF was 25%. For the same stocks of the MF, the average monthly volume growth was -51% and the average quarterly volume growth was -37%