Schwab Fundamental US Small Company systematically benefits from mean-reverting stock valuations without sacrificing broad diversification. A prudent, disciplined approach and a low fee earn both the exchange-traded fund and mutual fund a Morningstar Analyst Rating of Silver.
Morningstar’s Analysis FNDA
Will FNDA outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 963
- Bond Holdings 0
- Other Holdings 5
- % Assets in Top 10 Holdings 3.1