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

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

Notable companies

The most notable companies in this group are Walmart (NYSE:WMT), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Procter & Gamble Company (NYSE:PG), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK), Bank of America Corp (NYSE:BAC), Chevron Corp (NYSE:CVX), Walt Disney Company (The) (NYSE:DIS).

Industry description

The investment seeks to track the performance of the Russell 1000 Value Index that measures the total return of large capitalization U.S. value stocks. To pursue its goal, the fund generally invests in stocks that are included in the Russell 1000® Value Index. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets (including any borrowings for investment purposes) in securities included in the index. The Russell 1000 Value Index measures the performance of the large-cap value segment of the U.S. equity universe.

Market Cap

The average market capitalization across the Schwab ® US Large-Cap Value Index MF is 402.26B. The market cap for tickers in the group ranges from 222.92B to 677.22B. WMT holds the highest valuation in this group at 677.22B. The lowest valued company is DIS at 222.92B.

Volume

The average weekly volume growth across all stocks in the Schwab ® US Large-Cap Value Index MF was 46%. For the same stocks of the MF, the average monthly volume growth was 62% and the average quarterly volume growth was 50%

Fundamental Analysis Ratings

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

Valuation Rating: 62
P/E Growth Rating: 46
Price Growth Rating: 34
SMR Rating: 44
Profit Risk Rating: 30
Seasonality Score: 22 (-100 ... +100)
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A.I.Advisor
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A.I. Advisor
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General Information

Category LargeValue

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