Mutual Fund Insights: Schwab Fdmtl US Lg Co Idx TM Instl Fund (SFLNX)

In-depth Analysis of Schwab Fdmtl US Lg Co Idx TM Instl Fund (SFLNX)

3 months 6 months 1 year 3 year 5 year

See Schwab Fdmtl US Lg Co Idx TM Instl Fund (SFLNX) performance details as of January 31, 2010

  

Last Trade: $8.78 on 3/12/2010, Change: -0.01 (-0.11%)

Experiment our closing price forecasting tool for Schwab Fdmtl US Lg Co Idx TM Instl Fund (SFLNX) (alpha release)

  

Fund Manager - Jeffrey Mortimer

Fund Manager Tenure: 3.0 years
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)

Mortimer is a senior vice president and chief investment officer, equities, of Charles Schwab Investment Management inc. Prior to joining the firm in October 1997, he worked for more than eight years in asset management. Mortimer holds the Chartered Financial Analyst designation.  Get more insights on Jeffrey Mortimer

  

 What we like about Schwab Fdmtl US Lg Co Idx TM Instl Fund (SFLNX)

Data for Schwab Fdmtl US Lg Co Idx TM Instl Fund (SFLNX) as of January 31, 2010

• Schwab Fdmtl US Lg Co Idx TM Instl Fund (SFLNX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
• Schwab Fdmtl US Lg Co Idx TM Instl Fund (SFLNX) has good short-term performance (1-year return 54.51% vs 32.89% Large Value category average)
• Schwab Fdmtl US Lg Co Idx TM Instl Fund (SFLNX) has an annual stock turnover rate of 28.00% vs Large Value average of 69.44%. It is good that Schwab Fdmtl US Lg Co Idx TM Instl management does not trade extensively for its return.
• Schwab Fdmtl US Lg Co Idx TM Instl Fund (SFLNX) has a lower management fee than its Large Value average: 0.35% vs 1.28%
• Schwab Fdmtl US Lg Co Idx TM Instl Fund (SFLNX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Schwab Fdmtl US Lg Co Idx TM Instl Fund (SFLNX)

Data for Schwab Fdmtl US Lg Co Idx TM Instl Fund (SFLNX) as of January 31, 2010

• Schwab Fdmtl US Lg Co Idx TM Instl Fund (SFLNX) management has been with Schwab Fdmtl US Lg Co Idx TM Instl Fund for only 3.0 years, it is hard to judge manager's ability based on this fund's operation record
• Schwab Fdmtl US Lg Co Idx TM Instl Fund (SFLNX) ratio of up-years vs down years can be improved
• Schwab Fdmtl US Lg Co Idx TM Instl Fund (SFLNX) is less safe compared to its Large Value peers

See Schwab Fdmtl US Lg Co Idx TM Instl Fund (SFLNX) performance details as of January 31, 2010

  

  

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Schwab Fdmtl US Lg Co Idx TM Instl Fund (SFLNX) Net Asset

Track net asset change of Schwab Fdmtl US Lg Co Idx TM Instl fund (SFLNX)

Date	Net Asset
01/2010	$719.00M
11/2009	$710.34M
10/2009	$662.88M

More historic net asset information on Schwab Fdmtl US Lg Co Idx TM Instl Fund (SFLNX)

  

Schwab Fdmtl US Lg Co Idx TM Instl Fund (SFLNX) Portfolio Allocation

Track portfolio allocation change of Schwab Fdmtl US Lg Co Idx TM Instl fund (SFLNX)

Date	Cash	Stock	Bond	Other
10/2009	0.59%	99.4%	0%	0%
07/2009	1.24%	98.77%	0%	0%
04/2009	0.43%	99.57%	0%	0%

Click here to see more historic asset allocation information on Schwab Fdmtl US Lg Co Idx TM Instl Fund (SFLNX)

  

Most Recent Top 10 Holdings in Schwab Fdmtl US Lg Co Idx TM Instl Fund (SFLNX)

Discover what Schwab Fdmtl US Lg Co Idx TM Instl Fund (SFLNX) manager is buying

31-Oct-09 CITIGROUP INC [4.78%] BK OF AMERICA CP [4.44%] GEN ELECTRIC CO [2.1%] FORD MOTOR CO [1.88%] JP MORGAN CHASE CO [1.84%] EXXON MOBIL CP [1.57%] WELLS FARGO & CO NEW [1.37%] Microsoft Corporation [1.35%] INVESCO PLC NEW [1.25%] CHEVRON CORP [1.07%]

31-Jul-09 BK OF AMERICA CP [5.53%] FORD MOTOR CO [2.42%] CITIGROUP INC [2.32%] GEN ELECTRIC CO [2.23%] EXXON MOBIL CP [1.77%] JP MORGAN CHASE CO [1.77%] WELLS FARGO & CO NEW [1.39%] Microsoft Corporation [1.28%] INVESCO PLC NEW [1.24%] S&P 500 E Mini Index (Fut) [1.17%]

30-Apr-09 BK OF AMERICA CP [3.67%] CITIGROUP INC [2.83%] GEN ELECTRIC CO [2.64%] EXXON MOBIL CP [2.14%] FORD MOTOR CO [1.92%] JP MORGAN CHASE CO [1.81%] AT&T INC. [1.35%] Microsoft Corporation [1.35%] CHEVRON CORP [1.32%] WELLS FARGO & CO NEW [1.27%]

Click here for Stock Holding Change Map in Schwab Fdmtl US Lg Co Idx TM Instl Fund (SFLNX)

  

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See more information on Schwab Fdmtl US Lg Co Idx TM Instl Fund (SFLNX)

• Schwab Fdmtl US Lg Co Idx TM Instl Fund Insights
• Schwab Fdmtl US Lg Co Idx TM Instl Fund Performance Data
• Schwab Fdmtl US Lg Co Idx TM Instl Fund News
• Schwab Fdmtl US Lg Co Idx TM Instl Fund Score Explaination
• Schwab Fdmtl US Lg Co Idx TM Instl Fund Manager Information
• Historic Schwab Fdmtl US Lg Co Idx TM Instl Fund Asset Allocation Report
• Historic Schwab Fdmtl US Lg Co Idx TM Instl Fund Top 10 Holding Tracking
• Historic Schwab Fdmtl US Lg Co Idx TM Instl Fund Asset Under Management Tracking