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

The Schwab Fundamental U.S. Broad Market Index ETF (FNDB) is designed to track the performance of the RAFI U.S. Equity Index, which employs a rules-based methodology to select and weight companies based on fundamental metrics. These metrics include revenue, dividends, and book value, rather than traditional market-capitalization weighting. The fund allocates at least 90% of its net assets to securities included in the index, ensuring tight tracking of its underlying benchmark. Up to 10% of its net assets may be invested in non-index securities, providing flexibility for portfolio management and potential optimization.

As of the latest data, FNDB manages approximately $924.48 million in assets under management (AUM). This places it among the larger exchange-traded funds (ETFs) in the large-value category. The ETF is listed on the NYSE ARCA exchange under the ticker symbol FNDB, making it accessible to a broad range of investors. Its focus on fundamental company scores aligns with a value-oriented investment approach, appealing to investors seeking exposure to U.S. equities with strong financial fundamentals at attractive valuations.

Looking ahead, the future outlook for FNDB will depend on the performance of its underlying index and broader market conditions. As interest rates normalize and economic uncertainty persists, value-oriented strategies may regain traction, potentially benefiting the fund. Additionally, the ETFs low expense ratio and diversified exposure to U.S. companies could make it a resilient option in various market cycles. However, the funds performance will also be influenced by the accuracy of its fundamental scoring system in identifying undervalued companies with strong financial health.