Schwab U.S. Large-Cap Value Index Fund

Type: Mutual Funds Symbol: SWLVX 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. value 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 "value" equities as determined by the Russell U.S. Style Index
  • Offers distinct style characteristics based on a thorough performance screening process

Fund Details

Performance

Portfolio