Schwab Fundamental U.S. Large Company ETF

Type: ETFs Symbol: FNDX 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 an index that measures the performance of large U.S. companies based on their fundamental size and weight.

Highlights

  •  A straightforward, low-cost fund offering potential tax-efficiency
  • Offers contrarian investing and disciplined rebalancing through a systematic process
  • 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 June 21, 2024, this fund changed its index and fund objective. The fund changed indexes from the Russell RAFI US Large Company Index to the RAFI Fundamental High Liquidity US Large Index.

Fund Details

Performance

Portfolio

Distributions