Schwab Large Cap Growth Fund Quote
| SWLSX Fund | USD 35.85 0.28 0.79% |
Performance12 of 100
| Odds Of DistressLess than 17
|
Schwab Large-cap is trading at 35.85 as of the 1st of December 2024; that is 0.79 percent up since the beginning of the trading day. The fund's open price was 35.57. Schwab Large-cap has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Schwab Large Cap Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. Click here to learn more.
To pursue its investment objective, the fund invests primarily in U.S. common stocks. Under normal circumstances, it invests at least 80 percent of its net assets in large-cap stocks of U.S. companies. The fund may invest in derivatives, principally futures contracts, primarily to seek returns on the funds otherwise uninvested cash assets. More on Schwab Large Cap Growth
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Schwab Mutual Fund Highlights
| Fund Concentration | Schwab Funds, Large Growth Funds, Large Growth, Schwab Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 27th of February 2023 |
| Fiscal Year End | October |
Schwab Large Cap Growth [SWLSX] is traded in USA and was established 1st of December 2024. Schwab Large-cap is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Schwab Funds family. This fund at this time has accumulated 279.08 M in assets with no minimum investment requirementsSchwab Large Cap is currently producing year-to-date (YTD) return of 28.01% with the current yeild of 0.0%, while the total return for the last 3 years was 9.39%.
Check Schwab Large-cap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab Large Cap Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Schwab Large Cap Growth Mutual Fund Constituents
| ABBV | AbbVie Inc | Stock | Health Care | |
| AMAT | Applied Materials | Stock | Information Technology | |
| BERY | Berry Global Group | Stock | Materials | |
| SEIC | SEI Investments | Stock | Financials | |
| LYV | Live Nation Entertainment | Stock | Communication Services | |
| INTU | Intuit Inc | Stock | Information Technology | |
| BA | The Boeing | Stock | Industrials | |
| V | Visa Class A | Stock | Financials |
Schwab Large Cap Risk Profiles
| Mean Deviation | 0.6996 | |||
| Semi Deviation | 0.9629 | |||
| Standard Deviation | 0.9985 | |||
| Variance | 0.9971 |
Schwab Large-cap Against Markets
Other Information on Investing in Schwab Mutual Fund
Schwab Large-cap financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab Large-cap security.
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