Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Wells Fargo & Co (NYSE:WFC), Verizon Communications (NYSE:VZ), Intel Corp (NASDAQ:INTC).
Industry description
The investment seeks to track as closely as possible, before fees and expenses, the total return of RAFI Fundamental High Liquidity US Large Index†.
To pursue its goal, the fund generally invests in stocks that are included in the RAFI Fundamental High Liquidity US Large 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 US Large Company Idx MF is 1.16T. The market cap for tickers in the group ranges from 88.81B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is INTC at 88.81B.
Volume
The average weekly volume growth across all stocks in the Schwab Fundamental US Large Company Idx MF was 15%. For the same stocks of the MF, the average monthly volume growth was 51% and the average quarterly volume growth was 44%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 66
P/E Growth Rating: 52
Price Growth Rating: 43
SMR Rating: 35
Profit Risk Rating: 38
Seasonality Score: -24 (-100 ... +100)