Schwab Fundamental Large Fund Quote
| SFLNX Fund | USD 27.87 0.06 0.21% |
PerformanceVery Weak
| Odds Of DistressLow
|
Schwab Fundamental is trading at 27.87 as of the 22nd of March 2025; that is 0.21 percent decrease since the beginning of the trading day. The fund's open price was 27.93. Schwab Fundamental has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
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 sizeadjusted sales, retained operating cash flow, and dividends plus buybacksrather than market capitalization.. More on Schwab Fundamental Large
Schwab Mutual Fund Highlights
| Fund Concentration | Schwab Funds, Large Value Funds, Large Value, Schwab Funds, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 27th of February 2023 |
| Fiscal Year End | October |
Schwab Fundamental Large [SFLNX] is traded in USA and was established 22nd of March 2025. Schwab Fundamental is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Schwab Funds family. This fund at this time has accumulated 7.04 B in assets with no minimum investment requirementsSchwab Fundamental Large is currently producing year-to-date (YTD) return of 1.58% with the current yeild of 0.02%, while the total return for the last 3 years was 10.29%.
Check Schwab Fundamental Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab Fundamental Large Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Schwab Fundamental Large Mutual Fund Constituents
| IBM | International Business Machines | Stock | Information Technology | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| WMT | Walmart | Stock | Consumer Staples | |
| WFC | Wells Fargo | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| T | ATT Inc | Stock | Communication Services | |
| PG | Procter Gamble | Stock | Consumer Staples |
Schwab Fundamental Top Holders
| SWNRX | Schwab Target 2050 | Mutual Fund | Target-Date 2050 | |
| SWQRX | Schwab Target 2065 | Mutual Fund | Target-Date 2065+ | |
| SWCGX | Schwab Markettrack Servative | Mutual Fund | Allocation--30% to 50% Equity | |
| SWBGX | Schwab Markettrack Balanced | Mutual Fund | Allocation--50% to 70% Equity | |
| SWPRX | Schwab Target 2060 | Mutual Fund | Target-Date 2060+ | |
| SWORX | Schwab Target 2055 | Mutual Fund | Target-Date 2055 | |
| SWEGX | Schwab Markettrack All | Mutual Fund | Allocation--85%+ Equity | |
| SWHGX | Schwab Markettrack Growth | Mutual Fund | Allocation--70% to 85% Equity |
Schwab Fundamental Large Risk Profiles
| Mean Deviation | 0.6437 | |||
| Standard Deviation | 0.8437 | |||
| Variance | 0.7119 | |||
| Risk Adjusted Performance | (0.04) |
Schwab Fundamental Against Markets
Other Information on Investing in Schwab Mutual Fund
Schwab Fundamental financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab Fundamental security.
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| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance |