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SWLVX Mutual Fund Price & Analysis

The Schwab U.S. Large-Cap Value Index Fund (SWLVX) is a mutual fund that seeks to track the performance of the U.S. large-cap value market. This fund invests in a diverse portfolio of large-cap companies that are considered undervalued by the market, with the goal of providing long-term growth and income for investors. SWLVX is managed by Charles Schwab Investment Management and offers a low-cost, passive approach to investing in the U.S. large-cap value market.

SWLVX Mutual Fund Chart & Stats

$15.82
$0.17(1.09%)
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SWLVX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Berkshire Hathaway B
3.10%
JPMorgan Chase & Co.
2.93%
Amazon.Com, Inc.
2.20%
Exxon Mobil Corp.
1.72%
Johnson & Johnson
1.41%
Alphabet Inc. Class A
1.41%
Walmart Inc.
1.37%
Procter & Gamble Company
1.26%
Alphabet Inc. Class C
1.15%
Meta Platforms, Inc.
1.07%
Total17.63%

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