SWLSX Rating, Research - Schwab Large-Cap Growth

Schwab Large-Cap Growth (swlsx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 254

Threats + Weaknesses = 130

When strengths & opportunities substantially exceed threats & weaknesses an investment in the swlsx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Schwab Large-Cap Growth (SWLSX) Description: SWLSX is a mutual fund, which is an investment that owns a basket of assets. The SWLSX mutual fund was provided by Schwab and this investment vehicle derives the majority of its value from equity holdings (stocks). Schwabs mutual fund has a medium management tenure and is in the average fund size classification. SWLSXs minimum initial investment amount is $100 while the IRA minimum is $100. SWLSXs expense ratio is roughly 1%. The latest SWLSXs front end load was 0% and the back end load was 0%. The Schwab Large-Cap Growth (SWLSX) mutual fund falls under the large-cap growth category. SWLSX focuses its investments in USA and SWLSX is not affiliated with a particular industry or fund sector. The Schwab Large-Cap Growth (SWLSX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SWLSXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SWLSXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks current income; capital appreciation is a secondary consideration. The fund invests in equity securities (see equity research) with a favorable income-paying history that have prospects for income payments to continue or increase. It invests at least 80% of its assets in equity securities (see equity research) at all times regardless of the movement of stock prices generally and invests at least 85% of its assets in income-paying securities. The fund also invests in equity securities (see equity research) of companies that the advisor believes are undervalued and have the potential for an increase in price.

Management Analysis Update

The swlsx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update