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Schwab Fundamental US Large Company ETF FNDX

Analyst rating as of
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Morningstar’s Analysis

Will FNDX outperform in future?

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

Disciplined rebalancing gives this fund a good chance to beat the market over the long haul.

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Summary

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Schwab Fundamental U.S. Large Company ETF FNDX is a solid value strategy that doubles down on both value and growth stocks as they become cheaper relative to their fundamentals. This approach should give the fund an edge over the Russell 1000 Value Index over the long term. Under our enhanced ratings framework, which places greater emphasis on fees, the fund warrants an upgrade to a Morningstar Analyst Rating of Silver from Bronze.

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