Schwab Fundamental U.S. Price, Forecast, Insider, Ratings, Fundamentals & Signals

Westlake, texas--(business wire)--schwab asset management®, the asset management arm of the charles schwab corporation, today announced index and fund name changes for the schwab fundamental index* etf and mutual fund suite, effective on or about june 21, 2024. shareholders in the etfs and mutual funds do not need to take any action. the changes are part of schwab asset management's continual review of its product set to refine and enhance its product line-up. a total of 12 schwab fundamental i.

Designed to provide broad exposure to the Style Box - Small Cap Value category of the market, the Schwab Fundamental U.S. Small Company Index ETF (FNDA) is a smart beta exchange traded fund launched on 08/13/2013.

The Schwab Fundamental U.S. Small Company Index ETF is a passively managed ETF with over 1,000 holdings. Since 2013, the Fund has garnered more than $8 billion in assets under management. Small cap stocks are currently trading at a discount relative to their large cap peers, presenting a potential opportunity.

Schwab Fundamental U.S. Small Company Index ETF is a hold due to mixed factors affecting its prospects. Small caps historically perform well during times of reducing interest rates and early bull markets. They are also currently favorably valued. FNDA has the highest price-to-earnings ratio and expense ratio among comparable peer funds.

If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the Schwab Fundamental U.S. Small Company Index ETF (FNDA), a passively managed exchange traded fund launched on 08/13/2013.

There is a growing sense of optimism among small business owners, signaling resilience and adaptability in the face of economic headwinds.

The Schwab Fundamental U.S. Small Company Index ETF (FNDA) made its debut on 08/13/2013, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Value category of the market.

The Schwab Fundamental U.S. Small Company Index ETF (FNDA) was launched on 08/13/2013, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.

The Schwab Fundamental U.S. Small Company Index ETF (FNDA) made its debut on 08/13/2013, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Value category of the market.

Schwab Fundamental U.S. Small Company Index ETF holds over 900 small caps, selected based on sales, cash flow, yield and buybacks. The FNDA ETF portfolio is well-diversified across sectors and holdings, but valuation and growth metrics are unattractive. FNDA beats the Russell 2000 index, but it has significantly lagged some competitors for 3 years.

If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the Schwab Fundamental U.S. Small Company Index ETF (FNDA), a passively managed exchange traded fund launched on 08/13/2013.