Schwab Large-Cap Growth
SWLSX
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- Schwab Large-Cap Growth Fund (SWLSX) is an actively managed mutual fund that seeks long-term capital growth by investing primarily in U.S. common stocks of large-cap companies with above-average growth potential; it normally allocates at least 80% of net assets to such large-cap growth stocks, including derivatives like futures contracts for uninvested cash, exchange-traded funds (ETFs), and real estate investment trusts (REITs). The fund employs a high-conviction, fundamentally-driven investment process within the domestic large-cap equity universe, incorporating Schwab Equity Ratings as one input alongside other factors to pursue consistent, risk-adjusted excess returns; top holdings as of late 2025 include NVIDIA Corp (10.30%), Microsoft Corp (8.81%), Apple Inc (8.11%), Broadcom Inc (5.64%), Alphabet Inc Class A (5.55%), Meta Platforms Inc Class A (5.37%), Amazon.com Inc (4.94%), Tesla Inc (3.25%), Eli Lilly & Co (2.42%), and Netflix Inc (1.82%), with sector allocations led by information technology (52.18%), consumer discretionary (13.30%), and communication services (13.18%). Launched on October 3, 2005 and managed by Charles Schwab Investment Management, Inc., the fund is headquartered in San Francisco, California, and serves individual and institutional investors targeting the large growth segment of the Morningstar Large Growth category, benchmarked against the Russell 1000 Growth Index; it maintains a portfolio turnover rate of 21.62% as of October 31, 2025, a net expense ratio of 0.99%, and total net assets of approximately $605 million as of December 10, 2025. In recent developments, the fund distributed a long-term capital gain of $0.0408 per share on December 17, 2024, reflecting ongoing portfolio management amid market volatility; it continues to exhibit a weighted average market capitalization of $1,863.79 billion and high-concentration positioning in mega-cap growth leaders as of November 30, 2025, with no reported major portfolio manager changes, acquisitions, partnerships, or strategic reorganizations in the past 1-2 years, underscoring its disciplined approach amid elevated valuations in the large-cap growth sector.