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Schwab Fundamental US Small Company Idx SFSNX Fund Analysis

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Schwab's Fundamentally Weighted Index Funds Will Change Their Target Indexes

null Daniel Sotiroff

Daniel Sotiroff

Analyst Note

On March 19, 2024, Schwab Asset Management announced that 12 of its exchange-traded funds and mutual funds will change their target indexes. These 12 funds currently track fundamentally weighted indexes from FTSE Russell that follow rules outlined by Research Affiliates. The funds will switch to indexes provided directly by Research Affiliates that use the same approach as the current indexes. Schwab expects its ETFs and mutual funds to begin tracking their new benchmarks around June 21, 2024.

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