META - FNDX: Fundamentals Are Attractive Performance Is Not
2024-02-05 19:11:16 ET
Summary
- Schwab Fundamental U.S. Large Company Index ETF tracks the Russell RAFI™ US Large Company Index and has 730 holdings.
- The FNDX ETF is well-diversified across sectors and holdings, and shows attractive valuation metrics.
- FNDX has underperformed the Russell 1000 benchmark since its inception in 2013 and several factor-based ETFs since 2016.
FNDX strategy
Schwab Fundamental U.S. Large Company Index ETF ( FNDX ) started investing operations on 08/15/2013 and tracks the Russell RAFI™ US Large Company Index. It has 730 holdings, a trailing 12-month yield of 1.82% and a total expense ratio of 0.25%. Distributions are paid quarterly....
FNDX: Fundamentals Are Attractive, Performance Is Not