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Schwab Fundamental US Large Company Idx (SFLNX)

29.37 +0.27 (+0.93%)
At close: 8:06 AM EST
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DELL
  • Previous Close 29.10
  • YTD Return 16.07%
  • Expense Ratio 0.25%
  • Category Large Value
  • Last Cap Gain 31.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 9.38B
  • Beta (5Y Monthly) 0.92
  • Yield 1.60%
  • 5y Average Return --
  • Holdings Turnover 7.00%
  • Last Dividend 0.45
  • Inception Date Apr 2, 2007

To pursue its goal, the fund generally invests in stocks that are included in the RAFI Fundamental High Liquidity US Large Index?. The index selects, ranks, and weights securities by fundamental measures of company size?–?adjusted sales, retained operating cash flow, and dividends plus buybacks?–?rather than market capitalization.

Schwab Funds

Fund Family

Large Value

Fund Category

9.38B

Net Assets

2007-04-02

Inception Date

Performance Overview: SFLNX

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Trailing returns as of 11/21/2024. Category is Large Value.

YTD Return

SFLNX
16.07%
Category
4.44%
?

1-Year Return

SFLNX
32.39%
Category
14.37%
?

3-Year Return

SFLNX
9.84%
Category
6.04%
?

5-Year Return

SFLNX
14.39%
Category
9.20%
?

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Holdings: SFLNX

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Top 10 Holdings (20.03% of Total Assets)

SymbolCompany% Assets
AAPL
Apple Inc. 4.45%
MSFT
Microsoft Corporation 2.39%
XOM
Exxon Mobil Corporation 2.00%
JPM
JPMorgan Chase & Co. 1.93%
BRK-B
Berkshire Hathaway Inc. 1.88%
META
Meta Platforms, Inc. 1.82%
WMT
Walmart Inc. 1.47%
AMZN
Amazon.com, Inc. 1.42%
GOOGL
Alphabet Inc. 1.34%
T
AT&T Inc. 1.33%

Sector Weightings

Recent News: SFLNX

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Research Reports: SFLNX

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