- What does SWLGX invest in?
- The fund's goal is to track the performance of a benchmark index that measures the total return of large capitalization U.S. growth stocks.
- What is the expense ratio of SWLGX?
- Schwab Capital Trust - Schwab U.S. Large-Cap Growth Index Fund (SWLGX) charges an expense ratio of 0.04%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SWLGX?
- Schwab Capital Trust - Schwab U.S. Large-Cap Growth Index Fund (SWLGX) manages $4.92B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is SWLGX actively managed or an index fund?
- SWLGX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was SWLGX launched?
- Schwab Capital Trust - Schwab U.S. Large-Cap Growth Index Fund (SWLGX) launched in December 2017 and is managed by Schwab.
- How has SWLGX performed?
- SWLGX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
