Schwab Fundamental U.S. Small Company Index Fund

Class Inst (SFSNX)
Scorecard
4 / 5 Stars
Lipper
5 5 2 5 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

#35 in Small Blend

U.S. News evaluated 227 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 31.02 percent over the past year, 13.71 percent over the past three years, and 31.70 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.7%
1 Year 31.0%
3 Years (Annualized) 13.7%
5 Years (Annualized) 31.7%
10 Years (Annualized) N/A

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Summary

The investment seeks investment results that correspond generally (before fees and expenses) to the total return of the Russell Fundamental U.S. Small Company Index. The fund primarily invests at least 90% of its net assets in stocks included in the 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. It also may invest in derivatives, principally futures contracts, and lend its securities to minimize the gap in performance that exists between any index fund and its corresponding index.

Fees

Fees are Average compared to funds in the same category.
Schwab Fundamental U.S. Small Company Index Fund has an expense ratio of 0.35 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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See Also:

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