Schwab Fundamental is trading at 17.77 as of the 19th of July 2025; that is 0.34 percent up since the beginning of the trading day. The fund's open price was 17.71. Schwab Fundamental has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
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 sizeadjusted sales, retained operating cash flow, and dividends plus buybacksrather than market capitalization.. More on Schwab Fundamental Small
Schwab Fundamental Small [SFSNX] is traded in USA and was established 19th of July 2025. Schwab Fundamental is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Schwab Funds family. This fund at this time has accumulated 1.68 B in assets with no minimum investment requirementsSchwab Fundamental Small is currently producing year-to-date (YTD) return of 1.47% with the current yeild of 0.02%, while the total return for the last 3 years was 11.01%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab Fundamental Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Schwab Fundamental Small Mutual Fund Constituents
Other Information on Investing in Schwab Mutual Fund
Schwab Fundamental financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab Fundamental security.