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CSFCX

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1m

Analysis and statistics

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About

CSFCX.US refers to the Schwab Fundamental U.S. Small Company Index Fund. It's a mutual fund offered by Charles Schwab that aims to track the performance of the Russell RAFI US Small Company Index, which measures the investment return of small-capitalization U.S. companies, weighted based on fundamental factors like sales, cash flow, and dividends.
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Factors

Market Interest Rates: Rising interest rates generally decrease bond prices, including those held by CSFCX. Falling rates usually increase bond prices.

Credit Quality: The creditworthiness of the bond issuers within CSFCX. Lower ratings mean higher risk, lowering the fund's price. Higher ratings suggest lower risk, increasing the price.

Economic Conditions: Overall economic health impacts bond yields and prices. Strong growth can lead to higher interest rates and lower bond prices. Weaker growth can lead to lower rates and higher bond prices.

Inflation Expectations: Higher inflation erodes the value of fixed-income securities, potentially lowering the fund's price. Lower inflation can make bonds more attractive, raising the fund's price.

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