… index. Its most affordable flavor for small- and mid-cap exposure is Schwab Fundamental US Small-Mid Company Index Fund SFSNX , which charges 0.35% a year and avoids the trading costs inherent in small ETFs. It's nowhere near as value-laden as …
… Russell, and S&P value indexes. Schwab has the cheapest FTSE RAFI funds: Schwab Fundamental US Small-Mid Company Index Fund SFSNX and Schwab Fundamental US Large Company Index SFLNX, which both charge 0.35%. The ETF tracks a subset of the WisdomTree …
… has recently awarded 5-Stars to both of Schwabs RAFI U.S. Fundamental Index Funds, the LC-1000 SFLNX and the SC-1500 SFSNX . The LC is not quite up to Yacktman standards, but not too bad; although, I'm not sure I'd rate it a 5-Star. The …
Slightly more volatile than the Russell 2000 Index.A unique alternative to market-cap-weighted indexing.Larry Mano joined Schwab in 1998 and is responsible for the day-to-day management of this fund and various Schwab equity index and active funds. Prior to joining Schwab, he was VP and principal
… purchased two index funds in my IRA; Schwab Fundamental EM Index--SFENX, and Schwab Fundamental US Small Mid Co Index-- SFSNX . I guess these Schwab Fundamental Class funds are fairly new; they seem to garner good MStar ratings and rank well within …
… Top 1% category rank SFENX EM +0.19YTD; Top 14% category rank SFLNX U.S. LC +3.11YTD; Top 42% category rank SFSNX U.S. SC +1.58%YTD; Top 53% category rank I know it's very early in 2011, but some folks expressed some concern …
… an explanation in the 'Fundamentals' Newsletter for the 2010 excellent performance of the U.S. Index Funds, SFLNX and SFSNX , and an explanation for the under-performance of all three International Funds, SFNNX, SFILX, and SFENX." On 1/11 …
Hi All, The Schwab U.S. RAFI SC index Fund had another good year, but VG Growth was best: SFSNX Schwab RAFI SC, 2010 = +29.88% VISGX VG SC Growth = +30.69 VISVX VG SC Value = +24.82 NAESX VG SC = +27.72 (In mid …
… has worked better with US funds than with foreign funds for the past 1-3yrs: Fund % rank 1yr - 3yr SFLNX (US large) 7 - 5 SFSNX (US small) 11 - 10 SFNNX (Foreign large) 78 - 25 SFILX (Foreign small) 99 - n/a SFENX (Emerging Mkts) 62 - n/a Is …
Hey everyone! It's been a while since I've posted on this forum, but I do frequently read it. Today I was messing around and wanted to post something as food for thought. For those of you that haven't read the article mentioned in the title, it can be found here: http://www.fundadvice.com/articles/buy-hold/the-ultimate-buy-and-hold-strategy.html Since my Roth IRA is at Schwab, I obviously don't have access to DFA funds and would have to pay transaction fees to slice and dice with Vanguard. However I think I've created something that at least gets the equity part of that example portfolio by using 90% Schwab funds (no-commission fee ETFs and their Select List index funds.) Here's what I came up with: S&P 500 - SCHX US LV - SFLNX US SV - SFSNX US Micro - SFSNX (44% SV & 44% microcap in this fund. Read more below.) REIT - VNQ Int'l LC - SCHF Int'l LV - SFNNX Int'l SC - SCHC Int'l SV - SFILX Emerging Markets - SCHE _______________________________________________ SFSNX gives about half to small value and half to micro caps, so by doubling the allocation to that you hit both of those requirements from the target allocation. SWASX is Schwab's only REIT fund and it's global, so I substituted VNQ here from Vanguard with its 0.13% expense ratio. With SWASX, the portfolio was about 43% US and 57% international which is off quite a bit from the target. This gives 50% US and 50% International exposure. Especially because of the recent Schwab ETF expense ratio cuts, the overall expense ratio of the portfolio is 0.35% _______________________________________________ The Valuations (in crude, non-table format) are: 19 / 15 / 12 10 / 9 / 8 15 / 8 / 5 _______________________________________________ Disclaimer: This is not what I'm currently investing in, though I do hold some of these funds in my IRA right now. This was more for fun. I also realize it doesn't have bonds. Schwab's bond selection isn't the greatest, but I'm 100% stock at my young age anyway so I just tried to recreate the equity portion of the portfolio. I've saved it to my name as a shared portfolio and I'll see how it does. Any other suggestions to improve this would be welcome.