Morningstar

Schwab Fundamental U.S. Large Company ETF FNDX

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

Morningstar’s Analysis FNDX

Will FNDX 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 FNDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    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.

  • Parent Pillar

    The Parent Pillar is our rating of FNDX’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 US Large Company combines a contrarian approach with a low fee that should translate into a long-term advantage over its large-value peers.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings FNDX

More FNDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

4.56 1B
Technology

Microsoft Corp

2.20 578M
Technology

ExxonMobil Holdings Corp

2.14 563M
Energy

Alphabet Inc Class A

1.92 505M
Communication Services

Intel Corp

1.79 470M
Technology

Amazon.com Inc

1.74 458M
Consumer Cyclical

UnitedHealth Group Inc

1.62 425M
Healthcare

Berkshire Hathaway Inc Class B

1.62 425M
Financial Services

JPMorgan Chase & Co

1.58 416M
Financial Services

Alphabet Inc Class C

1.54 404M
Communication Services

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