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Schwab Fundamental US Small Company ETF FNDA

Analyst rating as of

Morningstar’s Analysis

Will FNDA outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This strategy attempts to profit from mean reversion in valuations.



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Schwab Fundamental U.S. Small Company ETF FNDA is an unconventional, yet solid value strategy. Although it doesn't directly target value stocks, it overweights stocks trading at low valuations and doubles down on both value and growth stocks as they become cheaper relative to their fundamentals. This approach should give the fund an edge when valuations mean-revert. The fund earns a Morningstar Analyst Rating of Silver.

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