Morningstar

Schwab Fundamental International Equity ETF FNDF

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis FNDF

Will FNDF outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FNDF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FNDF management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FNDF’s parent organization’s priorities and whether they’re in line with investors’ interests.

Contrarian at its core.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

Schwab Fundamental International Large Company combines a contrarian approach with a low fee that should translate into a long-term advantage over its foreign large-value peers.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings FNDF

More FNDF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shell PLC

2.99 771M
Energy

Samsung Electronics Co Ltd

2.68 692M
Technology

TotalEnergies SE

1.82 469M
Energy

BP PLC

1.28 332M
Energy

BHP Group Ltd

1.06 274M
Basic Materials

HSBC Holdings PLC

1.04 268M
Financial Services

Toyota Motor Corp

1.02 264M
Consumer Cyclical

Roche Holding Ag Common Stock Chf.001

0.99 256M
—

Glencore PLC

0.91 236M
Basic Materials

Nestle SA

0.81 210M
Consumer Defensive

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