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SFILX Schwab Fundamental Intl Sm Eq Idx Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Industry description

The investment seeks to track as closely as possible, before fees and expenses, the total return of RAFI Fundamental High Liquidity Developed ex US Small Index†. To pursue its goal, the fund generally invests in stocks that are included in the RAFI Fundamental High Liquidity Developed ex US Small Index†. The index selects, ranks, and weights securities by fundamental measures of company size – adjusted sales, retained operating cash flow, and dividends plus buybacks – rather than market capitalization.

Market Cap

The average market capitalization across the Schwab Fundamental Intl Sm Eq Idx MF is 7.75B. The market cap for tickers in the group ranges from 98.38M to 17.08B. IHG holds the highest valuation in this group at 17.08B. The lowest valued company is ASM at 98.38M.

Volume

The average weekly volume growth across all stocks in the Schwab Fundamental Intl Sm Eq Idx MF was 72%. For the same stocks of the MF, the average monthly volume growth was 242% and the average quarterly volume growth was 153%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 69
P/E Growth Rating: 42
Price Growth Rating: 40
SMR Rating: 50
Profit Risk Rating: 33
Seasonality Score: 30 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignSmallMidValue

Profile
Fundamentals
Details
Category
Foreign Small/Mid Value
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
DSMDX17.34N/A
N/A
Driehaus Small/Mid Cap Growth
IHGIX35.58-0.01
-0.03%
Hartford Dividend and Growth A
FREEX17.76-0.12
-0.67%
Franklin Real Estate Securities A
TIOSX14.93-0.12
-0.80%
Nuveen International Opps A
WBEIX12.56-0.19
-1.49%
William Blair Emerging Mkts Growth I

SFILX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SFILX has been closely correlated with FMNEX. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if SFILX jumps, then FMNEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SFILX
1D Price
Change %
SFILX100%
N/A
FMNEX - SFILX
78%
Closely correlated
N/A
KGGIX - SFILX
38%
Loosely correlated
N/A
KGGAX - SFILX
38%
Loosely correlated
N/A
DFVQX - SFILX
30%
Poorly correlated
-0.57%
DISVX - SFILX
27%
Poorly correlated
-0.52%