SFSNX Mutual Fund

SFSNX Mutual Fund (Schwab Fundamental US Small Company Index Fund) is managed by Charles Schwab Asset Management with $2.27B in net assets. SFSNX expense ratio is 0.25%, holding 897 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2007-04-02.

SFSNX performance shows a YTD return of 18.09%. The 1-year return is 20.43% and the 5-year return is 8.05%. SFSNX dividend yield stands at 1.15%, paid annually.

SFSNX top holdings include Lumentum Holdings Inc (0.5%), VICTORIA'S SECRET & CO (0.5%), Sturm Ruger & Company Inc. (0.4%), E-Mini Russ 2000 Sep26 Xcme 20260918 (0.4%), Delek Us Holdings Inc (0.4%). Go to all SFSNX holdings, SFSNX sectors, or SFSNX dividends.

SFSNX can be compared against other funds. Use SFSNX overlap to find shared positions, or SFSNX vs another fund for a side-by-side view. SFSNX alternatives are available via the screener, along with tax-loss harvesting opportunities.