Schwab Fundamental US Lg Company Index Fund Insti Shs SFLNX NASDAQ · Financials · United States
$39.37 +0.82% +$0.32
Summary
Schwab Fundamental US Lg Company Index Fund Insti Shs is a mutual fund run by Schwab. It does not trade on an exchange: you buy it from the fund company at a price set once a day.
- Yearly costs
- 0.25%
- Fund size
- $13.4B
- Dividend yield
- 1.37%
- Running since
- 2007
What speaks for it
- A large fund with $13.4B under management.
- Average yearly growth over the last ten years: 9.7%.
- It has been running since 2007.
What to watch
- 100% of the fund is in one country (United States).
A fund has no Bulios Score and no Fair Price of its own - both are computed from the results of a single company. This page shows what is inside the fund and what it costs instead.
Price
Performance
- 1 month
- +1.7%
- 3 months
- +1.2%
- This year
- +22%
- 1 year
- +23%
- 3 years
- +75%
- 5 years
- +65%
- 10 years
- +152%
Where is it spread?
One countryBy sector
- Technology 20%
- Financials 15%
- Healthcare 13%
- Energy 9.9%
- Communication services 9.2%
- Other 33%
By country
- United States 100%
- Switzerland 0.2%
- United Kingdom 0.2%
- Mexico 0.07%
- Other countries 0.03%
Largest sector: Technology (20%). Largest country: United States (100%).
What does it cost me?
Usual costs- Yearly costs
- 0.25%
- A year from $10,000
- $25.00
- Over 20 years
- $1,235
From every $10,000 invested the fund takes $25.00 a year. You do not pay it separately - it is taken out of the fund's value. Over 20 years at 5% yearly growth that adds up to about $1,235.
How has it done?
Growing over the long run- A year on average, 10 years
- +9.7%
- Deepest drop
- -20%
- Yearly volatility
- 11%
Average yearly growth over the last ten years: 9.7%. Deepest drop in these years: 20% below the earlier high.
Does it pay dividends?
Yes, it pays out- Yield
- 1.37%
- Payments a year
- 1
- Last payment
- $0.54
Over the last 12 months it paid $0.54 per share, which is 1.37% of today's price. The last payment was $0.54 on Dec 12, 2025.