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SFILX
Mutual Fund ticker: NASDAQ
AS OF
Sep 25 closing price
Price
$16.03
Change
-$0.12 (-0.74%)
Net Assets
661.64M

SFILX Schwab Fundamental Intl Sm Eq Idx Forecast, Technical & Fundamental Analysis

The investment seeks to track as closely as possible, before fees and expenses, the total return of RAFI Fundamental High Liquidity Developed ex US Small Index†... Show more

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A.I.Advisor
published Highlights

Industry description

The investment seeks to track as closely as possible, before fees and expenses, the total return of RAFI Fundamental High Liquidity Developed ex US Small Index†. To pursue its goal, the fund generally invests in stocks that are included in the RAFI Fundamental High Liquidity Developed ex US Small Index†. The index selects, ranks, and weights securities by fundamental measures of company size – adjusted sales, retained operating cash flow, and dividends plus buybacks – rather than market capitalization.

Market Cap

The average market capitalization across the Schwab Fundamental Intl Sm Eq Idx MF is 23.12B. The market cap for tickers in the group ranges from 98.38M to 28.35B. CLS holds the highest valuation in this group at 28.35B. The lowest valued company is ASM at 98.38M.

Volume

The average weekly volume growth across all stocks in the Schwab Fundamental Intl Sm Eq Idx MF was 39%. For the same stocks of the MF, the average monthly volume growth was 93% and the average quarterly volume growth was -4%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 56
P/E Growth Rating: 33
Price Growth Rating: 45
SMR Rating: 21
Profit Risk Rating: 19
Seasonality Score: 0 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignSmallMidValue

Profile
Fundamentals
Details
Category
Foreign Small/Mid Value
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com
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SFILX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SFILX has been closely correlated with DFVQX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if SFILX jumps, then DFVQX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SFILX
1D Price
Change %
SFILX100%
-0.74%
DFVQX - SFILX
92%
Closely correlated
-0.52%
FMNEX - SFILX
76%
Closely correlated
N/A
QUSIX - SFILX
75%
Closely correlated
-0.59%
KGGIX - SFILX
63%
Loosely correlated
N/A
AVANX - SFILX
47%
Loosely correlated
N/A
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