Schwab Fundamental U.S. Small Company ETF FNDA

Morningstar Medalist Rating

Morningstar’s Analysis FNDA

Will FNDA outperform in the future?

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Contrarian small-cap strategy.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Schwab Fundamental US Small Company invests in fundamentally sound yet unpopular companies. It should benefit if and when their prices return to normal levels.

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Portfolio Holdings FNDA

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings3.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Victoria's Secret & Co

0.4742M
Consumer Cyclical

Abercrombie & Fitch Co Class A

0.4440M
Consumer Cyclical

Acadia Healthcare Co Inc

0.4137M
Healthcare

FactSet Research Systems Inc

0.3935M
Financial Services

Royalty Pharma PLC Class A

0.3734M
Healthcare

Compass Inc Class A

0.3633M
Real Estate

Exelixis Inc

0.3532M
Healthcare

Veeva Systems Inc Class A

0.3531M
Healthcare

Etsy Inc

0.3330M
Consumer Cyclical

GameStop Corp Class A

0.3330M
Consumer Cyclical

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