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SWLSX Mutual Fund Price & Analysis

The Schwab Large-Cap Growth Fund Select Shares (SWLSX) is a mutual fund that focuses on investing in large-cap companies with strong potential for growth. This fund is managed by Charles Schwab Investment Management and aims to provide investors with long-term capital appreciation through a diversified portfolio of high-quality, growth-oriented stocks. With a focus on large-cap companies, this fund offers a balance of stability and growth potential. The "Select Shares" designation indicates that this fund is only available to select investors, typically those with a higher minimum investment amount. Overall, SWLSX is a solid option for investors seeking exposure to large-cap growth stocks.

SWLSX Mutual Fund Chart & Stats

Previous Close$32.97
Sub-CategoryLarge Cap
Total Liabilities416.52K
Expense Ratio0.99%
Holding Count59
Brandschwab capital trust
<0.01 (0.02%)
CategoryEquity
Total Assets345.22M
Shares Outstanding10,636,553
52-Week Range$23.80 - $34.72

SWLSX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Microsoft
11.46%
Apple Inc
9.96%
Nvidia Corporation
5.76%
Amazon.Com, Inc.
5.15%
Alphabet Inc. Class A
4.89%
Meta Platforms, Inc.
3.66%
Broadcom Inc.
3.17%
Palo Alto Networks
2.48%
Eli Lilly And Company
2.25%
Visa Inc.
1.94%
Total50.69%

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