SWLGX Mutual Fund

SWLGX Mutual Fund (Schwab US Large-Cap Growth Index Fund) is managed by Charles Schwab Asset Management with $5.02B in net assets. SWLGX expense ratio is 0.04%, holding 389 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2017-12-20.

SWLGX performance shows a YTD return of 4.35%. The 1-year return is 10.85% and the 5-year return is 11.85%. SWLGX dividend yield stands at 0.44%, paid annually.

SWLGX top holdings include Nvidia Corp (15.4%), Apple, Inc (7.4%), Alphabet Inc,class A (5.9%), Microsoft Corp (5.6%), Broadcom Inc (5.2%). Go to all SWLGX holdings, SWLGX sectors, or SWLGX dividends.

SWLGX can be compared against other funds. Use SWLGX overlap to find shared positions, or SWLGX vs another fund for a side-by-side view. SWLGX alternatives are available via the screener, along with tax-loss harvesting opportunities.