Schwab Fundamental U.S. Large Company Index takes a contrarian approach, fundamentally weighting its portfolio holdings and following a strict rebalancing schedule. Its broad reach, low turnover, and demonstrated ability to excel when valuations mean-revert make it an attractive option. It earns a Morningstar Analyst Rating of Silver.
Will FNDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FNDX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FNDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of FNDX’s parent organization’s priorities and whether they’re in line with investors’ interests.