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Schwab Fundamental US Small Company Idx SFSNX

Analyst rating as of
NAV / 1-Day Return
14.33  /  0.62 %
Total Assets
1.5 Bil
Adj. Expense Ratio
0.250%
Expense Ratio
0.250%
Fee Level
Low
Longest Manager Tenure
9.34 years
Category
Small Blend
Investment Style
Small Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.46%
Turnover
36%

Morningstar’s Analysis

Will SFSNX outperform in future?

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

Small-cap exposure with a value tilt.

Associate Analyst

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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