Schwab Fundamental U.S. Large Company Index ETF (FNDX)
ARCA ARCA Primary Summary
VIDEO: ETF of the Week: FNDX
On this episode of the “ETF of the Week” podcast, VettaFi's Head of Research, Todd Rosenbluth, discussed the Schwab Fundamental U.S. Large Company ETF (FNDX) with Chuck Jaffe of Money Life. The pair discussed several topics related to the ETF, in order to give investors a deeper understanding of it.
ETF of the Week: Schwab Fundamental U.S. Large Company ETF (FNDX)
On this episode of the “ETF of the Week” podcast, VettaFi's Head of Research, Todd Rosenbluth, discussed the Schwab Fundamental U.S. Large Company ETF (FNDX) with Chuck Jaffe of Money Life. For more news, information, and strategy, visit the Smart Beta Content Hub.
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.
Schwab Fundamental U.S. Large Company Index ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 43,112 | $663,998.66 | $1.37M | $704,376.22 | 106.08% |
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 624,073 | $14.99M | $20.21M | $5.22M | 34.79% |
 Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 724 | $22,516.4 | $22,979.76 | $463.36 | 2.06% |
 Curtis Ellergodt Rothschild Investment LLC | 3,996 | $82,505.41 | $128,591.28 | $46,085.87 | 55.86% |
 Tom McDonald Richards, MERRILL & PETERSON Inc. | 1,281 | $30,334 | $40,658.94 | $10,324.94 | 34.04% |
Schwab Fundamental U.S. Large Company Index ETF (FNDX) FAQ
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Schwab Fundamental U.S. Large Company Index ETF Profile
| ARCA Exchange | US Country |
Overview
The company described specializes in investment management, particularly in aligning its investment strategies with the performance of a specific index that focuses on large company sizes in the United States. Their investment strategy involves a heavy allocation of assets, at least 90% of net assets including borrowings for investment purposes, towards stocks that are part of the targeted index. This index is distinctive because it ranks companies based on fundamental overall scores derived from the RAFI Global Equity Investable Universe, which takes into consideration a broad spectrum of U.S. companies. This approach suggests a detailed and fundamental analysis of companies' performances, aiming to provide investors with a robust investment option that mirrors the dynamics of significant U.S. corporations through a fundamentally driven lens.
Products and Services
The company offers a focused range of investment products and services geared towards leveraging the performance of the large company size segment of the U.S. market. Below are the main products and services provided:
- Index-Focused Investment Funds
This product involves the company investing a substantial portion of its assets in stocks that form part of a selected index. This investment approach ensures that the fund’s performance closely tracks the performance of major U.S. companies as measured by fundamental overall scores. For investors, this means access to a diversified portfolio that reflects broader market trends and the performance of fundamentally strong U.S. companies.
- RAFI Based Investments
Focusing on the RAFI Global Equity Investable Universe, the company utilizes this comprehensive framework for selecting stocks. This method involves a systematic evaluation of companies based on their fundamental value rather than market capitalization, aiming to identify stocks that offer sustainable returns. This approach benefits investors by prioritizing investments in companies with strong fundamentals, potentially leading to better risk-adjusted returns over time.
