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SFLNX Schwab Fundamental US Large Company Idx Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

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 1.18T. The market cap for tickers in the group ranges from 105.67B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is INTC at 105.67B.

Volume

The average weekly volume growth across all stocks in the Schwab Fundamental US Large Company Idx MF was -40%. For the same stocks of the MF, the average monthly volume growth was -18% and the average quarterly volume growth was 10%

Fundamental Analysis Ratings

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

Valuation Rating: 67
P/E Growth Rating: 49
Price Growth Rating: 35
SMR Rating: 36
Profit Risk Rating: 36
Seasonality Score: 8 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com
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SFLNX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SFLNX has been closely correlated with VIVAX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if SFLNX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SFLNX
1D Price
Change %
SFLNX100%
N/A
VIVAX - SFLNX
95%
Closely correlated
+0.79%
VIVIX - SFLNX
95%
Closely correlated
+0.77%
VVIAX - SFLNX
95%
Closely correlated
+0.77%
RMFEX - SFLNX
94%
Closely correlated
+0.61%
RMEBX - SFLNX
93%
Closely correlated
+0.61%
More