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Schwab Fdmtl Intl Sm Co Idx SFILX

Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 12.46  /  0.00
  • Total Assets 570.1 Mil
  • Adj. Expense Ratio
    0.390%
  • Expense Ratio 0.390%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Foreign Small/Mid Value
  • Investment Style Mid Value
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.80%
  • Turnover 36%

Morningstar’s Analysis SFILX

Will SFILX outperform in future?

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

Schwab Fdmtl Intl Sm Co Idx earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings SFILX

  • Current Portfolio Date
  • Equity Holdings 1730
  • Bond Holdings 1
  • Other Holdings 27
  • % Assets in Top 10 Holdings 2.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Msci Eafe Dec23 Ifus 20231215

0.75
3,948,200
0.24
1,266,509
Technology
0.24
1,249,991
Financial Services
0.22
1,158,220
Industrials
0.21
1,116,989
Technology
0.20
1,069,902
Financial Services
0.18
966,980
Technology
0.18
940,927
Financial Services
0.18
931,992
Consumer Cyclical