Schwab Fundamental U.S. Large Company Index Fund
Shareclass
Schwab Fundamental US Large Company Idx (SFLNX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Schwab Fundamental U.S. Large Company Index Fund
FUND COVERAGE
# of holdings711
% of assets99%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. International Flavors & Fragrances Inc0.05%$4.96M
- 2. Procter & Gamble Co0.75%$78.37M
- 3. Biogen Inc0.11%$11.96M
- 4. Dow Inc0.19%$19.98M
- 5. Boston Scientific Corp0.08%$8.3M
- 6. Marriott International Inc Class A0.05%$5.62M
- 7. Bank of America Corp1.06%$110.84M
- 8. Welltower Inc0.09%$9.29M
- 9. The Interpublic Group of Companies Inc0.05%$4.89M
- 10. Mondelez International Inc Class A0.22%$23.34M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Rithm Capital Corp0.03%$2.87M
- 2. Altice USA Inc Class A0.03%$2.62M
- 3. U-Haul Holding Co Ordinary Shares - Series N0.02%$1.91M
- 4. Alpha Metallurgical Resources Inc0.02%$1.86M
- 5. Mueller Industries Inc0.03%$3.02M
- 6. Lennar Corp Class A0.16%$16.5M
- 7. Matador Resources Co0.01%$1.38M
- 8. Markel Group Inc0.05%$5.34M
- 9. UFP Industries Inc0.03%$3.52M
- 10. Gentex Corp0.03%$2.97M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Schwab Fundamental U.S. Large Company Index Fund
Totals
Holdings
Assets
Weight
Prisons
26
$1.58B
15%
Prisons high risk
4
$25.22M
0.24%
Private prisons
0
$0
0%
Borders
32
$1.38B
13%
Borders high risk
16
$208.74M
2%
Total
46
$1.97B
19%
Holdings — 46 flagged holdings
1.
Microsoft Corp
:$308.5M
2.95%
2.
Alphabet Inc Class A
:$205.7M
1.97%
3.
Alphabet Inc Class C
:$166.71M
1.59%
4.
Amazon.com Inc
:$156.08M
1.49%
5.
Berkshire Hathaway Inc Class B
$133.22M
1.27%
6.
Walmart Inc
$117.8M
1.13%
7.
AT&T Inc
:$114.36M
1.09%
8.
General Motors Co
:$74.88M
0.72%
9.
Costco Wholesale Corp
$55.41M
0.53%
10.
Ford Motor Co
:$52.21M
0.5%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Schwab Fundamental U.S. Large Company Index Fund SFLNX
Environment
Social
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