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: | 381.31M | | Year-to-Date Return: | 23.72% | | Yield: | 0.46% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Oct-05 |
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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: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital growth. The fund normally invests at least 80% of assets in large-cap stocks of U.S. companies. These stocks are those with market capitalizations equal to at least $5 billion. 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 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:
| 112.30% |
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| Expense | SWLSX | Category Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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