Schwab Fundamental is trading at 18.44 as of the 18th of October 2025; that is 0.16 percent up since the beginning of the trading day. The fund's open price was 18.41. Schwab Fundamental has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of July 2025 and ending today, the 18th of October 2025. Click here to learn more.
To pursue its goal, the fund primarily invests in stocks that are included in the Russell RAFI US Small Company Index . Schwab Fundamental is traded on NASDAQ Exchange in the United States. More on Schwab Fundamental Small
Schwab Fundamental Small [SFSNX] is traded in USA and was established 18th of October 2025. The fund is listed under Small Blend category and is part of Schwab Funds family. This fund at this time has accumulated 1.68 B in assets with no minimum investment requirementsSchwab Fundamental Small is currently producing year-to-date (YTD) return of 1.47% with the current yeild of 0.02%, while the total return for the last 3 years was 10.59%.
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Instrument Allocation
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Schwab Fundamental financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab Fundamental security.