Schwab Large-Cap Growth (SWLSX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Schwab Large-Cap Growth
San Francisco, CA 94105
211 Main Street
Schwab Capital Trust
Management Information
,Lead Manager since August 9, 2021
Gretchen Novak is a Senior Portfolio Manager for Schwab Asset Management. She is responsible for the day-to-day co-management of the Schwab Large-Cap Growth Fund. Ms. Novak also provides fundamental equity research coverage of certain industry sectors for the ThomasPartners® Strategies and the Schwab Active Equity Funds.
Previously, Ms. Novak was a director and senior equity research analyst for the ThomasPartners Strategies at Schwab Asset Management. Prior to joining the ThomasPartners Strategies, Ms. Novak was a senior portfolio manager at Mazama Capital Management, Inc., where she oversaw the equity research and portfolio management of the firm’s consumer discretionary and staples sectors. Prior to Mazama Capital, Ms. Novak was an equity analyst at Cramer Rosenthal McGlynn, LLC.
Ms. Novak earned a Bachelor of Arts from the University of Washington. She is a CFA® charterholder.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Growth
Fund FamilySchwab Funds
Net Assets400.09M
YTD Return13.34%
Yield0.03%
Morningstar Rating★★★★
Inception DateOct 2, 2005
Fund Operations
Last Dividend0.01
Last Cap Gain43.00
Holdings Turnover17.00%
Average for CategoryN/A
Fees & Expenses
ExpenseSWLSXCategory Average
Annual Report Expense Ratio (net)0.99%0.99%
Prospectus Net Expense Ratio0.99%N/A
Prospectus Gross Expense Ratio1.01%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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