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SFLNX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
7.36B

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 Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), Walmart (NYSE:WMT), Exxon Mobil Corp (NYSE:XOM), Intel Corp (NASDAQ:INTC), Verizon Communications (NYSE:VZ).

Industry description

The investment seeks investment results that correspond generally (before fees and expenses) to the total return of the Russell RAFI™ US Large Company Index. To pursue its goal, the fund primarily invests in stocks that are included in the Russell RAFI US Large Company Index. The index measures the performance of the large company size segment by fundamental overall company scores (scores), which are created using as the universe the U.S. companies in the FTSE Global Total Cap Index (the parent index).

Market Cap

The average market capitalization across the Schwab Fundamental US Large Company Idx MF is 744.12B. The market cap for tickers in the group ranges from 157.28B to 2.95T. AAPL holds the highest valuation in this group at 2.95T. The lowest valued company is VZ at 157.28B.

Volume

The average weekly volume growth across all stocks in the Schwab Fundamental US Large Company Idx MF was -11%. For the same stocks of the MF, the average monthly volume growth was -41% and the average quarterly volume growth was -49%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 46
Price Growth Rating: 33
SMR Rating: 38
Profit Risk Rating: 48
Seasonality Score: -10 (-100 ... +100)
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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

Correlation & Price change

A.I.dvisor indicates that over the last year, SFLNX has been loosely correlated with FFFMX. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if SFLNX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SFLNX
1D Price
Change %
SFLNX100%
N/A
FFFMX - SFLNX
64%
Loosely correlated
-0.34%
FFMMX - SFLNX
63%
Loosely correlated
-0.34%
VIVAX - SFLNX
35%
Loosely correlated
-0.40%
VVIAX - SFLNX
33%
Poorly correlated
-0.40%
VIVIX - SFLNX
33%
Poorly correlated
-0.40%
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