FNDX uses fundamental screens (sales, cash flow, dividends, and buybacks) to scope out large-cap US companies. The top 87.5% of the companies by cumulative fundamental score are included in the index. It then weights them accordingly. Index weights are determined annually in March but are implemented across the year rather than at one point in time to help increase investment capacity and minimize entry point risk. To do this, the index rebalances on a rolling quarterly basis. FNDX's underlying index changed its name from Russell Fundamental U.S. Large Company Index to Russell RAFI U.S. Large Company Index on December 1, 2016. There were no changes in index methodology and the resulting exposure. Effective June 21, 2024, the index changed to RAFI Fundamental High Liquidity US Large Index. Prior to this date, the fund was called Schwab Fundamental U.S. Large Company Index ETF.

ประเภทสินทรัพย์

Equity

ผู้ออกกองทุน

Schwab

ประเทศที่จดทะเบียน

US

วันที่จัดตั้ง

15 ส.ค. 2556

จำนวนหลักทรัพย์

735

ISIN

US8085247711