SFLNX : Schwab Fundamental US Large Company Index Fund

SFLNX is a US Stocks Market Large Value index fund with LOW fees.

SFLNX

Schwab Fundamental US Large Company Index Fund

FI Score

83 /100

Expense Ratio Rating

9 /10

Expense Rating

8 /10

Market Score

8 /10

Category Score

8 /10

Market Size

8 /10

83% FI Score
  • sflnx
  • Mutual Fund
  • US Stocks
  • Large Value

Schwab Fundamental US Large Company Index Fund

Expenses: 0.25% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why »

Fund Summary

The investment seeks investment results that correspond generally (before fees and expenses) to the total return of the Russell RAFI™ US Large Company Index. To pursue its goal, the fund primarily invests in stocks that are included in the Russell RAFI US Large Company Index (the index). The index measures the performance of the large company size segment by fundamental overall company scores (scores), which are created using as the universe the U.S. companies in the FTSE Global Total Cap Index (the parent index).

Largest Holdings

Amount Holding
5.73% Apple Inc
2.49% Microsoft Corp
2.12% Exxon Mobil Corp
1.72% AT&T Inc
1.62% Verizon Communications Inc
1.59% Walmart Inc
1.50% Johnson & Johnson
1.46% Chevron Corp
1.45% Intel Corp
1.28% JPMorgan Chase & Co
1.27% Pfizer Inc
1.12% UnitedHealth Group Inc
1.11% Procter & Gamble Co
1.04% International Business Machines Corp
1.01% CVS Health Corp
0.89% Berkshire Hathaway Inc Class B
0.87% The Home Depot Inc
0.85% Gilead Sciences Inc
0.85% Wells Fargo & Co
0.83% Cisco Systems Inc
0.81% Comcast Corp Class A
0.81% Merck & Co Inc
0.78% General Electric Co
0.76% Citigroup Inc
0.75% The Walt Disney Co

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