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.
Will SFSNX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SFSNX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SFSNX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SFSNX’s parent organization’s priorities and whether they’re in line with investors’ interests.