SWLSX - Schwab Large-Cap Growth Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Schwab Large-Cap Growth Fund

Schwab Capital Trust

211 Main Street

San Francisco, CA 94105

877-824-5615
Management Information
Wei Li,Lead Manager since June 13, 2013
Wei Li, Ph.D., CFA, Senior Portfolio Manager, is responsible for the day-to-day co-management of the fund. Prior to joining CSIM in 2012, Ms. Li spent more than ten years at BlackRock, Inc. (formerly Barclays Global Investors), where she held a number of positions. From 2001 to 2009, she worked in various roles in the Global Advanced Active group, including portfolio management and quantitative research for both U.S. and international equity markets. After 2009, she worked in the defined contribution research and product development area for almost two years.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilySchwab Funds
Net Assets178.2M
YTD Return19.31%
Yield0.38%
Morningstar Rating★★★
Inception DateOct 2, 2005

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover88.00%
Average for CategoryN/A

Fees & Expenses

ExpenseSWLSXCategory Average
Annual Report Expense Ratio (net)0.99%1.08%
Prospectus Net Expense Ratio0.99%N/A
Prospectus Gross Expense Ratio1.02%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.39%
Max Deferred Sales LoadN/A1.52%
3 Yr Expense Projection315N/A
5 Yr Expense Projection547N/A
10 Yr Expense Projection1,213N/A