SFSNX : Schwab Fundamental US Small Company Index Fund

SFSNX is a US Stocks Market Small Blend index fund with LOW fees.

SFSNX

Schwab Fundamental US Small Company Index Fund

FI Score

80 /100

Expense Ratio Rating

9 /10

Expense Rating

8 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

80% FI Score
  • sfsnx
  • Mutual Fund
  • US Stocks
  • Small Blend

Schwab Fundamental US Small Company Index Fund

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

This is an OK choice for a Small Blend 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 Small Company Index. To pursue its goal, the fund primarily invests in stocks that are included in the Russell RAFI US Small Company Index (the index). The index measures the performance of the small 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
0.46% E-Mini Russ 2000 Jun20 Xcme 20200619
0.41% Range Resources Corp
0.40% EQT Corp
0.36% White Mountains Insurance Group Ltd
0.33% CNX Resources Corp
0.33% Keysight Technologies Inc
0.32% Ingersoll Rand Inc
0.32% Cirrus Logic Inc
0.31% FMC Corp
0.31% Teledyne Technologies Inc
0.30% West Pharmaceutical Services Inc
0.30% FactSet Research Systems Inc
0.30% PerkinElmer Inc
0.30% Tesla Inc
0.30% The Scotts Miracle Gro Co A
0.30% Herbalife Nutrition Ltd
0.30% SBA Communications Corp
0.29% Synaptics Inc
0.29% Waddell & Reed Financial Inc A
0.28% Fresh Del Monte Produce Inc
0.28% Treehouse Foods Inc
0.28% EnerSys
0.28% Brown & Brown Inc
0.27% Teleflex Inc
0.27% Silgan Holdings Inc

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