SFSNX Mutual Fund
SFSNX Mutual Fund
Schwab Fundamental US Small Company Index Fund
SFSNX Mutual Fund Overview
SFSNX Mutual Fund (Schwab Fundamental US Small Company Index Fund) is managed by Charles Schwab Asset Management with $2.41B in net assets. SFSNX expense ratio is 0.25%, holding 897 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2007-04-02.
SFSNX performance shows a YTD return of 20.14%. The 1-year return is 34.39% and the 5-year return is 8.47%. SFSNX dividend yield stands at 1.12%, paid annually.
SFSNX top holdings include Sturm Ruger & Company Inc. (0.8%), State Street Institutional US Government Money Market Fund (0.6%), Lumentum Holdings Inc (0.6%), Viasat Inc (0.5%), Echostar Holding Corp. Class A (0.5%). View all SFSNX holdings, sector breakdown, or dividend history.
SFSNX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SFSNX alternatives are available via the screener, along with tax-loss harvesting opportunities.