SWLSX Mutual Fund

SWLSX Mutual Fund (Schwab Large-Cap Growth Fund) is managed by Charles Schwab Asset Management with $634.0M in net assets. SWLSX expense ratio is 0.99%, holding 55 positions across sectors including Information Technology, Industrials. Inception date: 2005-10-03.

SWLSX performance shows a YTD return of 5.12%. The 1-year return is 14.75% and the 5-year return is 12.92%. SWLSX dividend yield stands at 1.11%, paid annually.

SWLSX top holdings include Apple, Inc (8.5%), Microsoft Corp (6.8%), Amazon.Com Inc (5.9%), Advanced Micro Devices Inc. (1.6%), Amphenol Corp. Class A (1.6%). Go to all SWLSX holdings, SWLSX sectors, or SWLSX dividends.

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