Schwab Fundamental US Lg Company Index Fund Insti Shs

Frequently Asked Questions About SFLNX

What does SFLNX invest in?

The fund endeavors to accurately replicate the total return of an index that gauges the performance of major American corporations, whose inclusion and influence within the index are based on intrinsic characteristics such as their scale and importance, prior to the assessment of any administrative or operational expenses.

What is the expense ratio of SFLNX?

Schwab Fundamental US Lg Company Index Fund Insti Shs (SFLNX) charges an expense ratio of 0.25%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SFLNX?

Schwab Fundamental US Lg Company Index Fund Insti Shs (SFLNX) manages $13.66B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is SFLNX actively managed or an index fund?

SFLNX is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (SFLNX's is 0.25%) because there's no security selection cost.

When was SFLNX launched?

Schwab Fundamental US Lg Company Index Fund Insti Shs (SFLNX) launched in April 2007 and is managed by Schwab.

How has SFLNX performed?

SFLNX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.