Schwab Fundamental US Large Company Index Fund

Type: Mutual Funds Symbol: SFLNX Net Expense Ratio: 0.250%

Summary

Objective

The fund seeks investment results that correspond generally (before fees and expenses) to the total return of the Russell RAFI™ US Large Company Index.

Highlights

  • Simple access to the largest U.S. companies based on fundamental measures
  • A straightforward, low-cost fund with no investment minimum
  • Offers contrarian investing and disciplined rebalancing through a systematic process based on indexes with established track records
  • Offers the potential for value and yield factor exposure
  • Provides a complement to market-cap indexing and active management

Fund Details

Performance

Portfolio