FNDX Schwab Fundamental U.S. Large Company Index ETF
What is FNDX?
FNDX tracks a fundamentally selected and weighted Russell index based on sales, cash flow and dividends/buybacks.
FNDX Factset Analytics Insight
FNDX uses fundamental screens (sales, cash flow, dividends, and buybacks) to scope out large companies from the broader FTSE Global Total Cap Index assessing company size using these metrics rather than market-cap. It then weights them accordingly. The top 87.5% of the companies by cumulative fundamental score are included in the index. The Index weights are determined annually in March but are implemented across the year rather than at one point in time to help increase investment capacity and minimize entry point risk. To do this, the index is divided into four equal segments and each of the segment is rebalanced on a rolling quarterly basis starting each March. FNDX’s underlying index changed its name from Russell Fundamental U.S. Large Company Index to Russell RAFI U.S. Large Company Index on December 1, 2016. There were no changes in index methodology and the resulting exposure.
FNDX Summary Data
FNDX Portfolio Data
FNDX Index Data
FNDX Portfolio Management
FNDX Tax Exposures
FNDX Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FNDX. FNDX is rated a 5 out of 5.
FNDX Sector/Industry Breakdown
FNDX Top 10 Holdings
FNDX Performance Statistics
FNDX Economic Development
FNDX Benchmark Comparison Summary
FNDX Benchmark Comparison Market Cap Size