SWLVX Mutual Fund

SWLVX Mutual Fund (Schwab US Large-Cap Value Index Fund) is managed by Charles Schwab Asset Management with $1.14B in net assets. SWLVX expense ratio is 0.04%, holding 857 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2017-12-20.

SWLVX performance shows a YTD return of 20.60%. The 1-year return is 31.40% and the 5-year return is 11.79%. SWLVX dividend yield stands at 1.64%, paid annually.

SWLVX top holdings include Amazon.Com Inc (6.5%), Apple, Inc (5.5%), Microsoft Corp 4.100 Feb 06 37 (4.6%), Berkshire Hathaway B (2.6%), Jpmorgan Chase & Co. (2.5%). Go to all SWLVX holdings, SWLVX sectors, or SWLVX dividends.

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