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 22.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

4.84 1B
Technology

Microsoft Corp

3.21 910M
Technology

ExxonMobil Holdings Corp

2.60 737M
Energy

Amazon.com Inc

1.87 529M
Consumer Cyclical

Berkshire Hathaway Inc Class B

1.85 526M
Financial Services

Chevron Corp

1.74 494M
Energy

Alphabet Inc Class A

1.59 450M
Communication Services

Meta Platforms Inc Class A

1.55 440M
Communication Services

JPMorgan Chase & Co

1.54 437M
Financial Services

UnitedHealth Group Inc

1.45 412M
Healthcare

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