Schwab Large-Cap Growth Sel
Schwab Funds 101 Montgomery Street San Francisco, CA 94104
Map
Phone: 800-435-4000
| Category: | Large Growth | | Fund Family: | Schwab Funds | | Net Assets: | 298.11M | | Year-to-Date Return: | 18.46% | | Yield: | 0.48% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Oct-05 |
|
Larry M. Mano
Lead Manager since
03-Oct-05 | | | Mano is a managing director and portfolio manager of the Charles Schwab Investment Management, Inc. He joined the firm in Nov 1998. He worked for 20 years in equity management. |
| Min Initial Investment: | $100 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
|
| |
| 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
(23-Dec-08):
| 0.04 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 101.52% |
|
| Expense | SWLSX | Category
Avg | | Total Expense Ratio: | 0.99%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 315 | $658 | | 5 Yr Expense Projection*: |
$ 547 | $1,028 | | 10 Yr Expense Projection*: |
$ 1,213 | $2,035 |
|
|
2.03% Nasdaq 
Profile
