Schwab Fundamental US Small Company Index Fund
 

Investment Objective

The Schwab Fundamental US Small Company Index Fund seeks investment results that correspond generally (before fees and expenses) to the total return of the Russell Fundamental U.S. Small Company Index.

Investment Strategy

The Fund primarily invests in stocks that are included in the Russell Fundamental U.S. Small Company Index. The Index measures the performance of the small company size segment by fundamental overall company scores, which are created using as the universe the companies in the Russell 3000 Index. The index is compiled and calculated by Russell Investments in conjunction with Research Affiliates LLC. (The method of calculating the components of the index is subject to change.)

Charles Schwab Investment Management has an exclusive license to broadly offer investment companies tracking certain Indexes within the Russell Fundamental Index Series.

Schwab Fundamental US Small Company Index Fund
Ticker Net OER1 Min. Investment
SFSNX 0.36% $100
Cumulative Growth of a $10,000 Investment (pre-tax)
Growth of $10,000 Investment as of         
Fund
Category

Fundamental Index Strategy Creators

Robert Arnott

Founder, Chairman & Chief Executive Officer
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Investment Management Bio

Robert Arnott

Founder, Chairman & Chief Executive Officer

Rob established Research Affiliates in 2002 as a research-intensive asset management firm that focuses on innovative products. The firm explores novel approaches to active asset allocation, optimal portfolio construction and more efficient forms of indexation.

He has published more than 100 articles in journals such as the Journal of Portfolio Management, the Harvard Business Review, and the Financial Analysts Journal, where he also served as editor in chief from 2002 through 2006. In recognition of his achievements as a financial writer, Rob has received six Graham and Dodd Scrolls, two Bernstein-Fabozzi/Jacobs-Levy awards and three William F. Sharpe Indexing Achievement Awards including the 2013 Lifetime Achievement Award.

Prior to founding Research Affiliates, he served as chairman of First Quadrant, LP.  He also was global equity strategist at Salomon Brothers (now part of Citigroup), the founding president and CEO of TSA Capital Management (now part of Analytic Investors, LLC), and a vice president at The Boston Company.

Rob Arnott graduated summa cum laude from the University of California, Santa Barbara in 1977 in economics, applied mathematics, and computer science.

Jason Hsu, Ph.D.

Chief Investment Officer
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Investment Management Bio

Jason Hsu, Ph.D.

Chief Investment Officer

As CIO, Jason oversees research and investment management at Research Affiliates. In addition, he is an adjunct professor in finance at the Anderson School of Management at UCLA and a visiting professor in international finance at the Taiwan National University of Political Science (NCCU). Jason has also taught financial management at the Merage School of Business at the University of California, Irvine, and at the Shanghai University of Financial Economics.

He is a member of the Board of Directors at UCLA’s Anderson School and serves on the editorial board of the Journal of Index Investing and the Journal of Investment Consulting.

Jason graduated summa cum laude with a BS in physics from the California Institute of Technology, was awarded an MS in finance from Stanford University, and earned his Ph.D. in finance from UCLA where he conducted research on the equity premium, business cycles, and portfolio allocations.

Schwab Portfolio Management Team

Agnes Hong, CFA

Managing Director, Head of Passive Equity Strategies
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Investment Management Bio

Agnes Hong, CFA

Managing Director, Head of Passive Equity Strategies

Agnes Hong is a Managing Director and Head of Passive Equity Strategies for Charles Schwab Investment Management, Inc. (CSIM). Ms. Hong leads the portfolio management teams of Schwab's passive equity funds and ETFs, which comprise the Schwab Equity Index Funds, the Schwab Fundamental Index Funds, and the Schwab Equity ETFs. She also has overall responsibility for all aspects of the management of the funds. Prior to joining CSIM in 2009, Ms. Hong spent five years as a portfolio manager at Barclays Global Investors (subsequently acquired by BlackRock), where she managed institutional index funds and quantitative active funds. Prior to that, Ms. Hong worked in management consulting and product management, servicing global financial services clients.
 
Ms. Hong earned an MBA in Finance from the Wharton School at the University of Pennsylvania, and a BS in Computer Science and Accounting from the University of New South Wales (Sydney, Australia).  She is a CFA charterholder, and a member of the CFA Society of San Francisco.

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Ferian Juwono, CFA

Managing Director, Senior Portfolio Manager
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Investment Management Bio

Ferian Juwono, CFA

Managing Director, Senior Portfolio Manager

Ferian Juwono is a Managing Director and Senior Portfolio Manager for Charles Schwab Investment Management, Inc. (CSIM). He is responsible for the day-to-day co-management of the Schwab Fundamental Index Funds, Schwab Equity Index Funds, and the Schwab Equity ETFs. Prior to joining CSIM in 2010, Mr. Juwono worked at BlackRock (formerly Barclays Global Investors), where he spent over three years as a portfolio manager, managing equity index funds for institutional clients, and nearly two years as a senior business analyst. Prior to that, Mr. Juwono worked for over four years as a senior financial analyst with Union Bank of California. 
 
Mr. Juwono earned an MBA with a concentration in Finance from California State University, Los Angeles. He is also a CFA charterholder and a member of the CFA Institute and the CFA Society of San Francisco.

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Ron Toll

Portfolio Manager
Full Bio>
 
Investment Management Bio

Ron Toll

Portfolio Manager

Ron Toll is a Portfolio Manager for Charles Schwab Investment Management, Inc. (CSIM). He is responsible for the day-to-day co-management of the Schwab Fundamental Index Funds and the Schwab Equity Index Funds. Mr. Toll has been a portfolio manager with CSIM since 2007, and has held a number of positions at the firm since beginning his tenure in 1998.  His previous roles include serving as a manager in Portfolio Operations, and as a manager in Portfolio Operations and Analytics.

Mr. Toll earned a BS in Agricultural and Managerial Economics from the University of California, Davis.

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