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Schwab Fundamental US Large Company Idx SFLNX

Analyst rating as of
NAV / 1-Day Return
23.10  /  0.70 %
Total Assets
6.8 Bil
Adj. Expense Ratio
0.250%
Expense Ratio
0.250%
Fee Level
Low
Longest Manager Tenure
8.64 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.96%
Turnover
13%
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Morningstar’s Analysis

Will SFLNX outperform in future?

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

Benefits from disciplined rebalancing.

Associate Analyst

Summary

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Fundamental weighting and disciplined rebalancing make Schwab Fundamental U.S. Large Company Index a contrarian fund to its core. Its best performance comes in bursts when valuations mean-revert, but a broad reach, low turnover, and competitive fee make this an attractive long-term option. It has a solid shot to outperform the Russell 1000 Value Index over the long haul, supporting a Morningstar Analyst Rating of Silver.

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