Schwab Large-Cap Growth Inv
Schwab Funds 101 Montgomery Street San Francisco, CA 94104
Map
Phone: 800-435-4000
| Category: | Large Growth | | Fund Family: | Schwab Funds | | Net Assets: | 64.80M | | Year-to-Date Return: | -32.76% | | Yield: | 0.37% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Oct-05 |
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Vivienne Hsu
Lead Manager since
03-Oct-05 | | | Hsu is a vice president and senior portfolio manager for Charles Schwab Investment Management (CSIM). She is a member of the senior equity management team that oversees Schwab Funds that use Schwab Equity Ratings. Hsu joined CSIM in August 2004 from American Century Investment, where she was vice president, portfolio manager and senior quantitative analyst. Hsu holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $100 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital growth. The fund normally invests at least 80% of assets in stocks of large cap U.S. companies with market capitalization no less than $5 billion that have strong growth potential. It may invest in futures contracts to gain greater market exposure while still keeping a small portion of assets in cash for business operations. The fund uses Schwab Equity Ratings(R) to aid its stock selection. |
| Last Dividend
(20-Dec-07):
| 0.03 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 30.00% | | Average for Category:
| 97.51% |
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| Expense | SWLNX | Category
Avg | | Total Expense Ratio: | 1.18%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$375 | $615 | | 5 Yr Expense Projection*: |
$649 | $944 | | 10 Yr Expense Projection*: |
$1,432 | $1,866 |
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2.63% Nasdaq 0.00%
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