Fundamental weighting and disciplined rebalancing make Schwab Fundamental U.S. Large Company Index a contrarian fund to its core. Its best performance comes in bursts when valuations mean-revert, but a broad reach, low turnover, and competitive fee make this an attractive long-term option. It has a solid shot to outperform the Russell 1000 Value Index over the long haul, supporting 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.