Schwab U.S. Large-Cap Growth Index Fund

Type: Mutual Funds Symbol: SWLGX Net Expense Ratio: 0.035%

Summary

Objective

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.

Highlights

  • A straightforward, low-cost fund with no investment minimum
  • The Fund can serve as part of the core of a diversified portfolio
  • Simple access to "growth" equities as determined by the Russell U.S. Style Index
  • Offers distinct style characteristics based on a thorough performance screening process

Important Notice Regarding the Schwab U.S. Large-Cap Growth Index Fund’s Diversification Policy

Schwab U.S. Large-Cap Growth Index Fund may not purchase securities of an issuer, except as consistent with the maintenance of its status as an open-end diversified company under the Investment Company Act of 1940, the rules or regulations thereunder or any exemption therefrom, as such statute, rules or regulations may be amended or interpreted from time to time. However, the Schwab U.S. Large-Cap Growth Index Fund may become "non-diversified", as defined in the Investment Company Act of 1940, solely as a result of a change in relative market capitalization or index weighting of one or more constituents of the index the fund is designed to track.

Fund Details

Performance

Portfolio