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

Category SmallBlend
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 17.78B. 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 94%. For the same stocks of the MF, the average monthly volume growth was 400% and the average quarterly volume growth was 120%

Fundamental Analysis Ratings

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

Valuation Rating: 57
P/E Growth Rating: 73
Price Growth Rating: 50
SMR Rating: 55
Profit Risk Rating: 56
Seasonality Score: 17 (-100 ... +100)
View a ticker or compare two or three
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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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
MCFNF0.05N/A
+6.38%
MCF ENERGY LTD
CLPBY12.510.15
+1.17%
Coloplast AS
FRHLF10.350.11
+1.07%
Freehold Royalties Ltd
NNGRY23.20-0.30
-1.28%
NN Group NV
ESLOF240.50-5.85
-2.37%
EssilorLuxottica

SFSNX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SFSNX has been closely correlated with FSSNX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if SFSNX jumps, then FSSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SFSNX
1D Price
Change %
SFSNX100%
N/A
FSSNX - SFSNX
98%
Closely correlated
+1.83%
VSMAX - SFSNX
98%
Closely correlated
+1.54%
VSCPX - SFSNX
98%
Closely correlated
+1.54%
VSCIX - SFSNX
98%
Closely correlated
+1.54%
FTHFX - SFSNX
95%
Closely correlated
+1.18%
More