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SFSNX
Mutual Fund ticker: NASDAQ
AS OF
May 7 closing price
Price
$16.02
Change
+$0.04 (+0.25%)
Net Assets
1.61B

SFSNX Schwab Fundamental US Small Company Idx Forecast, Technical & Fundamental Analysis

The investment seeks to track as closely as possible, before fees and expenses, the total return of RAFI Fundamental High Liquidity US Small Index†... Show more

Category: #Small Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Spotify Technology SA (NYSE:SPOT), Abercrombie & Fitch Co (NYSE:ANF).

Industry description

The investment seeks to track as closely as possible, before fees and expenses, the total return of RAFI Fundamental High Liquidity US Small Index†. To pursue its goal, the fund generally invests in stocks that are included in the RAFI Fundamental High Liquidity 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 US Small Company Idx MF is 16.96B. The market cap for tickers in the group ranges from 591.43M to 59.14B. SMCI holds the highest valuation in this group at 59.14B. The lowest valued company is DHC at 591.43M.

Volume

The average weekly volume growth across all stocks in the Schwab Fundamental US Small Company Idx MF was -39%. For the same stocks of the MF, the average monthly volume growth was -31% and the average quarterly volume growth was -1%

Fundamental Analysis Ratings

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

Valuation Rating: 52
P/E Growth Rating: 78
Price Growth Rating: 58
SMR Rating: 53
Profit Risk Rating: 61
Seasonality Score: 21 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com
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SFSNX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SFSNX has been closely correlated with VSMAX. These tickers have moved in lockstep 99% of the time. This A.I.-generated data suggests there is a high statistical probability that if SFSNX jumps, then VSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SFSNX
1D Price
Change %
SFSNX100%
N/A
VSMAX - SFSNX
99%
Closely correlated
N/A
VSCPX - SFSNX
99%
Closely correlated
N/A
VSCIX - SFSNX
99%
Closely correlated
N/A
FSSNX - SFSNX
99%
Closely correlated
N/A
FTHFX - SFSNX
95%
Closely correlated
N/A
More