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Schwab Fundamental US Large Company Idx SFLNX

Analyst rating as of
NAV / 1-Day Return
22.39  /  0.13 %
Total Assets
6.8 Bil
Adj. Expense Ratio
0.250%
Expense Ratio
0.250%
Fee Level
Low
Longest Manager Tenure
9.76 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.72%
Turnover
16%

Morningstar’s Fund Analysis SFLNX

Will SFLNX outperform in future?

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

A contrarian fund with broad reach.

Summary

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Schwab Fundamental U.S. Large Company Index takes a contrarian approach, fundamentally weighting its portfolio holdings and following a strict rebalancing schedule. Its broad reach, low turnover, and demonstrated ability to excel when valuations mean-revert make it an attractive option. It earns a Morningstar Analyst Rating of Silver.

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