Schwab Fundamental US Large Company Index ETF
FNDX

$71.33

0.2%

Market Cap: $16.9B

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

74% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 43

40% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 144

7% more funds holding

Funds holding: 489 [Q1] → 521 (+32) [Q2]

2% more funds holding in top 10

Funds holding in top 10: 53 [Q1] → 54 (+1) [Q2]

4% more capital invested

Capital invested by funds: $12.3B [Q1] → $12.8B (+$453M) [Q2]

0.72% less ownership

Funds ownership: 80.95% [Q1] → 80.24% (-0.72%) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for FNDX.

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Financial journalist opinion

The Motley Fool

U.S. Money Supply Is Finally Growing Again, and It's Flashing a Big Buy Sign for These 3 ETFs

U.S. money supply started shrinking in 2022 as the Fed kept interest rates high. Smaller companies require easier access to capital to grow, especially in the current environment.

U.S. Money Supply Is Finally Growing Again, and It's Flashing a Big Buy Sign for These 3 ETFs

Zacks Investment Research

Is Schwab Fundamental U.S. Large Company ETF (FNDX) a Strong ETF Right Now?

The Schwab Fundamental U.S. Large Company ETF (FNDX) made its debut on 08/13/2013, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Large Cap Value category of the market.

Is Schwab Fundamental U.S. Large Company ETF (FNDX) a Strong ETF Right Now?

Zacks Investment Research

Should Schwab Fundamental U.S. Large Company ETF (FNDX) Be on Your Investing Radar?

The Schwab Fundamental U.S. Large Company ETF (FNDX) was launched on 08/13/2013, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.

Should Schwab Fundamental U.S. Large Company ETF (FNDX) Be on Your Investing Radar?

FNDX: Better Than The S&P 500 Now

Schwab Fundamental U.S. Large Company ETF offers a balanced large-cap fund alternative to the S&P 500, focusing on fundamental metrics for long-term positioning. The FNDX ETF's RAFI Fundamental High Liquidity US Large Index selects and weights companies based on fundamental size, value, and strong fundamentals, providing a diversified portfolio. FNDX's sector allocation is value-oriented, with a mix of financials, industrials, and tech, offering a more balanced approach compared to tech-heavy large-cap funds like the S&P 500.

FNDX: Better Than The S&P 500 Now

Zacks Investment Research

Is Schwab Fundamental U.S. Large Company ETF (FNDX) a Strong ETF Right Now?

Making its debut on 08/13/2013, smart beta exchange traded fund Schwab Fundamental U.S. Large Company ETF (FNDX) provides investors broad exposure to the Style Box - Large Cap Value category of the market.

Is Schwab Fundamental U.S. Large Company ETF (FNDX) a Strong ETF Right Now?

Zacks Investment Research

Should Schwab Fundamental U.S. Large Company Index ETF (FNDX) Be on Your Investing Radar?

The Schwab Fundamental U.S. Large Company Index ETF (FNDX) was launched on 08/13/2013, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.

Should Schwab Fundamental U.S. Large Company Index ETF (FNDX) Be on Your Investing Radar?

FNDX: Downside Risk Outweighs Upside Potential

Schwab Fundamental U.S. Large Company Index ETF has performed well year-to-date. The Funds's portfolio is constructed based on fundamental measures and excludes many fast-growing technology stocks. While FNDX's valuation is fair, the risk of an economic recession outweighs the upside potential.

FNDX: Downside Risk Outweighs Upside Potential

3 Great Value ETFs for 2024

#Morningstar  #SchwabETF #ETFInvesting This trio of Silver Medalists knows how to shop the deals. 00:00 Introduction 00:47 Schwab Fundamental US Large Company ETF FNDX 01:55 Avantis US Small Cap Value ETF AVUV 03:07 Schwab International Dividend Equity ETF SCHY Ryan Jackson: Value investing is about finding stocks that the market overlooks and undervalues.

3 Great Value ETFs for 2024

Zacks Investment Research

Is Schwab Fundamental U.S. Large Company Index ETF (FNDX) a Strong ETF Right Now?

Making its debut on 08/13/2013, smart beta exchange traded fund Schwab Fundamental U.S. Large Company Index ETF (FNDX) provides investors broad exposure to the Style Box - Large Cap Value category of the market.

Is Schwab Fundamental U.S. Large Company Index ETF (FNDX) a Strong ETF Right Now?

Zacks Investment Research

Should Schwab Fundamental U.S. Large Company Index ETF (FNDX) Be on Your Investing Radar?

If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the Schwab Fundamental U.S. Large Company Index ETF (FNDX), a passively managed exchange traded fund launched on 08/13/2013.

Should Schwab Fundamental U.S. Large Company Index ETF (FNDX) Be on Your Investing Radar?

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