Morningstar

Schwab Fundamental U.S. Large Company Index Fund SFLNX

Morningstar Medalist Rating
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Medalist Rating as of See Charles Schwab Investment Hub
  • NAV / 1-Day Return $38.75  /  −0.23 %
  • Fund Size $13.6B
  • Adjusted Expense Ratio 0.250%
  • Net Expense Ratio 0.250%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.43%
  • Turnover Ratio 10%
NAV and 1-Day Return as of

Morningstar’s Analysis SFLNX

Will SFLNX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SFLNX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SFLNX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SFLNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Contrarian at its core.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

Schwab Fundamental US Large Company combines a contrarian approach with a low fee that should translate into a long-term advantage over its large-value peers.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings SFLNX

More SFLNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

4.83 637M
Technology

Microsoft Corp

3.18 420M
Technology

ExxonMobil Holdings Corp

2.36 311M
Energy

Amazon.com Inc

1.92 254M
Consumer Cyclical

Meta Platforms Inc Class A

1.84 243M
Communication Services

Alphabet Inc Class A

1.78 234M
Communication Services

Chevron Corp

1.58 209M
Energy

JPMorgan Chase & Co

1.57 207M
Financial Services

Alphabet Inc Class C

1.42 188M
Communication Services

UnitedHealth Group Inc

1.34 177M
Healthcare

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