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Dec 17: 8.02  Down 0.12 (1.47%)  

Schwab Fdmtl US Lg Co Idx TM Instl (SFLNX)

SCHWAB FUNDAMENTAL US LG COMPAN

Net Asset Value:8.02
Trade Time:Dec 17
Change:Down 0.12 (1.47%)
Prev Close:8.14
YTD Return*:38.83%
Net Assets*:710.34M
Yield*:2.50%

* As of 30-Nov-09

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Schwab Fdmtl US Lg Co Idx TM Instl (SFLNX)

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Fund Basics

Morningstar Overall Rating:N/A
Total Assets:710.34M
Category:Large Value
Total Expense Ratio:%
Fund Profile | Holdings

Performance & Risk

YTD Return:38.83%
5y Avg Return:N/A
Rank in Category (ytd):64
% Rank in Category (ytd):4.95%
Beta (3y):
Morningstar Risk Rating:
Performance Details | Risk Details

Fund Summary

The investment seeks investment results that correspond generally to the price and yield of the FTSE RAFI U.S. 1000 index. The fund primarily invests at least 90% of net assets in stocks that are included in the FTSE RAFI U.S. 1000 index. The fund may use an "indexing" investment approach, which attempts to replicate, before expenses, the performance of the Index by purchasing a basket of securities that compose the Index. It also may invest in futures contracts and lend its securities to minimize the gap in performance that exists between any index fund and its corresponding index. View More
Fund Profile

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