Schwab Fundamental US Small Company Index Fund

Type: Mutual Funds Symbol: SFSNX Total Expense Ratio: 0.250%

Summary

Objective

The fund seeks investment results that correspond generally (before fees and expenses) to the total return of the Russell RAFI™ US Small Company Index.

Highlights

  • Simple access to small U.S. companies based on fundamental measures
  • A straightforward, low-cost fund with no investment minimum
  • Offers contrarian investing and disciplined rebalancing through a systematic process based on an index with an established track record
  • Offers the potential for value and yield factor exposure
  • The Fund can serve as part of the core or complement to market-cap indexing and active management in a diversified portfolio

Fund Details

Performance

Portfolio

Distributions

Documents

Prospectus and Other Regulatory Documents

SFSNX Prospectus and Other Regulatory Documents

Schwab Fundamental US Small Company Index Fund

Fact Sheet