Schwab Fundamental US Large Company will start tracking a new benchmark in June 2024, an administrative change that hardly affects the strategy. The contrarian fund should continue to diversify well, mitigate undue costs, and thrive when stock prices converge with their fundamentals.
Schwab Fundamental U.S. Large CompanyETF FNDX
Morningstar’s Analysis FNDX
Will FNDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 21.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 4.62 | 720.4 Mil | Technology |
Microsoft Corp | 2.82 | 439.6 Mil | Technology |
Berkshire Hathaway Inc Class B | 2.12 | 330.6 Mil | Financial Services |
Exxon Mobil Corp | 2.04 | 317.4 Mil | Energy |
JPMorgan Chase & Co | 2.02 | 315.5 Mil | Financial Services |
Meta Platforms Inc Class A | 1.84 | 287.6 Mil | Communication Services |
Amazon.com Inc | 1.54 | 240.4 Mil | Consumer Cyclical |
Alphabet Inc Class A | 1.51 | 235.3 Mil | Communication Services |
Walmart Inc | 1.33 | 207.7 Mil | Consumer Defensive |
Bank of America Corp | 1.33 | 207.2 Mil | Financial Services |