(FNDA) Schwab Fundamental U.S. - Ratings and Ratios

The Schwab Fundamental U.S. Small Company Index ETF (FNDA) is designed to track the performance of small-cap U.S. companies based on fundamental metrics. The fund allocates at least 90% of its net assets to securities included in its underlying index, which uses a scoring system to evaluate companies. These scores are derived from a broader universe of U.S. companies within the RAFI Global Equity Investable Universe, focusing on metrics such as sales, dividends, and book value to determine inclusion and weighting in the index. This approach aims to provide exposure to small-cap stocks with strong fundamental profiles, potentially offering a more stable alternative to traditional market-cap-weighted indices.

Over the next three months, FNDA is expected to face headwinds due to its current technical setup. The funds price is trading below its 20-day and 50-day moving averages, with the 200-day moving average also trending downward, indicating bearish momentum. However, the Average True Range (ATR) of 0.98 suggests manageable volatility, which could provide a trading range between $24.76 and $26.72. From a fundamental perspective, FNDAs assets under management (AUM) of $8.215 billion reflect its stability and investor confidence, though near-term performance will likely be influenced by broader market conditions and small-cap equity sentiment.