FNDX : Schwab Fundamental U.S. Large Company Index ETF

FNDX is a US Stocks Market Large Value with LOW fees.

FNDX

Schwab Fundamental U.S. Large Company Index ETF

FI Score

76 /100

Diversification Rating

5 /10

Expense Ratio Rating

9 /10

Expense Rating

8 /10

Market Score

9 /10

Category Score

8 /10

Market Size

9 /10

76% FI Score
  • fndx
  • ETF
  • US Stocks
  • Large Value

Schwab Fundamental U.S. Large Company Index ETF

Expenses: 0.25% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why »

Fund Summary

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Russell RAFI™ US Large Company Index. The fund normally will invest at least 90% of its net assets (including, for this purpose, any borrowings for investment purposes) in stocks included in the index. The index measures the performance of the large company size segment by fundamental overall company scores (scores), which are created using as the universe the U.S. companies in the FTSE Global Total Cap Index (the parent index). It may invest up to 10% of its net assets in securities not included in the index.

Largest Holdings

Amount Holding
5.98% Apple Inc
2.46% Microsoft Corporation
2.00% Exxon Mobil Corporation
1.68% AT&T Inc
1.56% Verizon Communications Inc
1.56% Walmart Inc
1.47% Intel Corporation
1.43% Johnson & Johnson
1.40% Chevron Corporation
1.27% Berkshire Hathaway Inc Class B

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