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Schwab Fundamental US Small Company Idx SFSNX

Analyst rating as of
NAV / 1-Day Return
14.20  /  1.01 %
Total Assets
1.6 Bil
Adj. Expense Ratio
0.250%
Expense Ratio
0.250%
Distribution Fee Level
Low
Share Class Type
No Load
Category
Small Blend
Investment Style
Small Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.33%
Turnover
36%

Morningstar’s Analysis SFSNX

Will SFSNX outperform in future?

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

Diversified exposure to small caps with an emphasis on fundamentals.

Summary

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Schwab Fundamental US Small Company systematically benefits from mean-reverting stock valuations without sacrificing broad diversification. A prudent, disciplined approach and a low fee earn both the exchange-traded fund and mutual fund a Morningstar Analyst Rating of Silver.

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