Schwab Fundamental U.S. Large Company ETF (FNDX) — ETF Analysis on Winston

Key Facts

• Issuer: Schwab
• Asset Class: Stock
• Price: $31.46
• Expense Ratio: 25.00%
• Assets Under Management: $26.3B
• Dividend Yield: 1.45%
• Number of Holdings: 739
• Inception Date: 2013-08-15
• Currency: USD

Winston Score

Schwab Fundamental U.S. Large Company ETF has a Winston Score of 80 out of 100.

Performance

• 1-Year Return: 29.94%
• 3-Year Return: 60.38%
• 5-Year Return: 65.32%

Top Holdings

APPLE INC (N/A%), MICROSOFT CORP (N/A%), EXXONMOBIL HOLDINGS CORP (N/A%), ALPHABET INC CLASS A (N/A%), INTEL CORPORATION CORP (N/A%)

Sector Breakdown

Basic Materials (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%), Energy (N/A%)