Schwab Fundamental US Large Company Index ETFFNDX
FNDX
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
12,350% more repeat investments, than reductions
Existing positions increased: 498 | Existing positions reduced: 4
174% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 38
9% more funds holding
Funds holding: 560 [Q3] → 611 (+51) [Q4]
7% more funds holding in top 10
Funds holding in top 10: 59 [Q3] → 63 (+4) [Q4]
5% more capital invested
Capital invested by funds: $14B [Q3] → $14.7B (+$676M) [Q4]
1.35% less ownership
Funds ownership: 80.76% [Q3] → 79.41% (-1.35%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for FNDX.
Financial journalist opinion
Positive
24/7 Wall Street
3 weeks ago
3 Schwab ETFs Growth Investors Should Focus On For Big Gains
Schwab is among the top ETF providers with a vast array of exchange traded fund products for long-term investors to choose from.
Neutral
Zacks Investment Research
4 weeks ago
Should Schwab Fundamental U.S. Large Company ETF (FNDX) Be on Your Investing Radar?
Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the Schwab Fundamental U.S. Large Company ETF (FNDX) is a passively managed exchange traded fund launched on 08/13/2013.
Neutral
Seeking Alpha
1 month ago
FNDX: Fundamentals Leading To Attractive Valuation, But Not The Best Returns
Schwab Fundamental U.S. Large Company ETF follows a value-oriented strategy, focusing on companies' fundamentals like sales, cash flow, and dividends. FNDX's portfolio has a lower growth and profitability profile, underperforming broader indexes like the Russell 1000, especially in growth-favored environments. Despite lower volatility and a low expense ratio, the Fund is not ideal for growth-focused investors, better suiting those seeking value exposure.
Neutral
Zacks Investment Research
1 month ago
Is Schwab Fundamental U.S. Large Company ETF (FNDX) a Strong ETF Right Now?
A smart beta exchange traded fund, the Schwab Fundamental U.S. Large Company ETF (FNDX) debuted on 08/13/2013, and offers broad exposure to the Style Box - Large Cap Value category of the market.
Neutral
Seeking Alpha
2 months ago
The Many Choices Of U.S. Dividend ETFs
VIG offers exposure to dividend-paying large-cap US companies that exhibit growth characteristics. SCHD offers exposure to dividend-paying U.S. equities, making SCHD a potentially useful tool for either enhancing current returns derived from the equity portion of a portfolio or for scaling back risk exposure within a portfolio. DVY can be used as a long-term strategic holding as its 100 stock portfolio is well balanced from a sector perspective.
Neutral
Zacks Investment Research
3 months ago
Should Schwab Fundamental U.S. Large Company 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 ETF (FNDX), a passively managed exchange traded fund launched on 08/13/2013.
Neutral
Zacks Investment Research
3 months ago
Is Schwab Fundamental U.S. Large Company ETF (FNDX) a Strong ETF Right Now?
The Schwab Fundamental U.S. Large Company ETF (FNDX) was launched on 08/13/2013, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Value category of the market.
Positive
Seeking Alpha
4 months ago
FNDX: A Modest Large-Cap Approach (Rating Upgrade)
FNDX offers a diversified, conservatively valued portfolio by selecting and weighting stocks based on revenue, free cash flow, dividends, and buybacks. The fund's sector allocations are more conservative, providing more potential stability amid economic risks and a restrictive monetary policy. Its past performance is not that different from that of the market and while there are alternatives to consider, this ETF's approach makes for a more accurate market exposure.
Positive
24/7 Wall Street
4 months ago
Schwab Fundamental U.S. Large Company ETF (FNDX) Is a Buy Right Now
The Schwab Fundamental U.S. Large Company ETF (FNDX) is an exchange-traded fund designed to track the performance of large-cap U.S.
Neutral
Zacks Investment Research
5 months ago
Should Schwab Fundamental U.S. Large Company ETF (FNDX) Be on Your Investing Radar?
Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the Schwab Fundamental U.S. Large Company ETF (FNDX), a passively managed exchange traded fund launched on 08/13/2013.
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