Schwab Fundamental U.S. Small Company Index ETF

Type: ETFs Symbol: FNDA Total Expense Ratio: 0.250%

Summary

Objective

The fund's goal is to track as closely as possible, before fees and expenses, the total return of the Russell RAFI™ US Small Company Index.

Highlights

  • Simple access to small U.S. companies based on fundamental measures
  • A straightforward, low-cost fund offering potential tax-efficiency
  • Offers contrarian investing and disciplined rebalancing through a systematic process based on an index with an established track record 
  • Offers the potential for value and yield factor exposure
  • The Fund can serve as part of the core or complement to market-cap indexing and active management in a diversified portfolio

Effective on or about June 21, 2024, this fund will undergo an index and fund objective change. The fund will change indexes from the Russell RAFI US Small Company Index to the RAFI Fundamental High Liquidity US Small Index. 

Fund Details

Performance

Portfolio

Distributions