FNDX ETF Analysis: Schwab Fundamental U.S. | NYSE
Large Value | NYSE, USA | Market Cap: 27.685m USD | 12M Return: 24.5% | US8085247711 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 105M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Seasonality 11.7 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
The Schwab Fundamental U.S. Large Company Index ETF (FNDX) is a passively managed exchange-traded fund that seeks to track the performance of a fundamental-weighted index of large-cap U.S. equities. The fund invests at least 90% of its net assets in stocks included in the underlying index, which selects large U.S. companies from the RAFI Global Equity Investable Universe based on fundamental overall company scores rather than traditional market capitalization.
Unlike conventional market-cap-weighted indices, FNDX uses a fundamental indexing methodology developed by Research Affiliates (RAFI), which weights constituents by measures of company size such as sales, book value, cash flow, and dividends. The fund is classified within the Large Value category and was introduced to the market in August 2013.
- Fed rate cuts boost value stocks relative to growth
- Financial sector weightings rise on steeper yield curve
- Energy holdings benefit from rising oil prices
As of September 27, 2026, the stock is trading at USD 31.99 with a total of 3,984,704 shares traded. Over the past week, the price has changed by +0.03%, over one month by -1.29%, over three months by +3.65% and over the past year by +24.51%.
Current recommended Stop Loss: 31.60 (which is 1.2% or 1.6 ATR below the current price).
Schwab Fundamental U.S. has no consensus analysts rating.