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).
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).
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.
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)