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Schwab Select Large Cap Growth Fund: (MF: LGILX)

(NASDAQ Mutual Funds) As of Jun 24, 2025 08:00 PM ET

$26.48 USD

+0.39 (1.50%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2025

Total Return %* Percentile Rank Objective
YTD -1.38 73
3 months 0.35 36
6 months -1.51 32
1 Year 13.02 31
3 Year 17.91 13
5 Year 12.71 57
10 Year 13.66 13

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of May 31, 2025

1 Year 4.77
5 Year 15.53
10 Year 13.01
Since Inception 14.75

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -9.81 NA NA NA
2024 13.64 7.93 1.92 5.60
2023 17.08 14.54 -3.51 14.17
2022 -13.67 -23.38 -7.30 1.06
2021 0.10 12.86 0.48 6.10
2020 -11.78 28.76 10.77 9.92

Annual Return

20252024202320222021202020192018201720162015
% Total Return -1.3832.0247.75-38.0420.4538.3132.601.9833.910.766.27
% Total Return Rel to Index -2.447.0021.50-19.83-8.2219.911.116.3712.11-11.174.88
% Total Return Rel to Peer -1.7812.6324.75-18.34-1.6018.394.178.8413.23-7.057.87
% Perf Quintile vs Peer* 0.000.001.005.004.001.002.001.001.005.001.00
% Dividends 0.000.000.000.000.000.000.010.000.000.000.00
% Yield 0.000.000.000.000.000.000.060.000.000.000.00
Capital Gains ($) 0.002.073.842.304.191.521.871.542.640.271.08
Expense Ratio 0.000.740.750.710.720.740.750.750.760.750.77

* 1 = Top 20%, 5 = Bottom 20%