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.
Schwab Fundamental US Large Company Idx SFLNX
NAV / 1-Day Return
19.20
/
0.68
%
Total Assets
5.5 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.250%
Expense Ratio
0.250%
Fee Level
Low
Longest Manager Tenure
7.90
years
Category
Large Value
Investment Style
Large ValueMin. Initial Investment
0
Status
Open
TTM Yield
2.34%
Turnover
13%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will SFLNX outperform in 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.
Disciplined rebalancing gives this fund a good chance to beat the market over the long haul.
