Morningstar

Schwab Fundamental International Eq ETF FNDF

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis FNDF

Will FNDF outperform in 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 FNDF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FNDF 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 FNDF’s parent organization’s priorities and whether they’re in line with investors’ interests.

A low-cost value strategy that benefits from mean-reverting prices.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

Schwab Fundamental International Large Company Index uses an unconventional approach that strikes a reasonable balance between risk and reward. Including growth stocks can buoy performance when its value-oriented portfolio stumbles, and weighting by fundamentals has the potential to take advantage of mean reverting prices.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings FNDF

More FNDF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shell PLC

2.16 307.3 Mil
Energy

Samsung Electronics Co Ltd

1.64 233.6 Mil
Technology

TotalEnergies SE

1.26 178.9 Mil
Energy

Toyota Motor Corp

1.22 173.5 Mil
Consumer Cyclical

Roche Holding AG

0.91 129.1 Mil
Healthcare

BHP Group Ltd

0.88 125.1 Mil
Basic Materials

Glencore PLC

0.87 124.3 Mil
Basic Materials

BP PLC

0.83 118.4 Mil
Energy

Nestle SA

0.77 109.7 Mil
Consumer Defensive

Deutsche Telekom AG

0.75 106.2 Mil
Communication Services

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