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Schwab Fundamental US Large Company ETF FNDX

Analyst rating as of
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Morningstar’s Analysis

Will FNDX outperform in future?

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

Benefits from disciplined rebalancing.

Associate Analyst

Summary

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Fundamental weighting and disciplined rebalancing make Schwab Fundamental U.S. Large Company Index a contrarian fund to its core. Its best performance comes in bursts when valuations mean-revert, but a broad reach, low turnover, and competitive fee make this an attractive long-term option. It has a solid shot to outperform the Russell 1000 Value Index over the long haul, supporting a Morningstar Analyst Rating of Silver.

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