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SFRCX

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1d
1w
1m

Analysis and statistics

  • Open
    7.638$
  • Previous Close
    7.638$
  • 52 Week Change
    --
  • Day Range
    0.00$
  • 52 Week High/Low
    --
  • Dividend Per Share
    --
  • Market cap
    --$
  • EPS
    --
  • Beta
    --
  • Volume
    --

About

SFRCX.US represents the Schwab Fundamental U.S. Large Company Index Fund. This fund aims to track the total return of the Russell RAFI US Large Company Index, which consists of the largest U.S. equities selected based on fundamental measures like sales, cash flow, book value, and dividends rather than market capitalization. SFRCX offers investors exposure to a diversified portfolio of large-cap U.S. stocks chosen using a rules-based, fundamentally weighted approach, potentially providing a different risk/return profile compared to traditional market capitalization-weighted indices.
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Factors

Expense Ratio: Higher expenses reduce returns, impacting price.

Fund Performance: Strong relative performance attracts investment, increasing price.

Market Conditions: Broad market upswings boost fund asset values, raising price.

Interest Rates: Rising rates can negatively affect fixed income holdings, lowering price.

Manager Expertise: Skilled management enhances returns, supporting a higher price.

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