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Schwab Fundamental US Large Company Idx SFLNX

Analyst rating as of
NAV / 1-Day Return
16.26  /  1.25 %
Total Assets
4.5 Bil
Adj. Expense Ratio
0.250%
Expense Ratio
0.250%
Fee Level
Low
Longest Manager Tenure
7.58 years
Category
US Fund Large Value
Investment Style
Large Value
Min. Initial Investment
0
Status
Open
TTM Yield
2.41%
Turnover
20%
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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.

Disciplined rebalancing gives this fund a good chance to beat the market over the long haul.

Director

Summary

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Schwab Fundamental U.S. Large Company Index is a solid value strategy that doubles down on both value and growth stocks as they become cheaper relative to their fundamentals. This approach should give the fund an edge over the Russell 1000 Value Index over the long term. Under our enhanced ratings framework, the fund warrants an upgrade to a Morningstar Analyst Rating of Silver from Bronze.

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