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Schwab Fundamental International SmEqETF FNDC

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis FNDC

Will FNDC outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FNDC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FNDC management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FNDC’s parent organization’s priorities and whether they’re in line with investors’ interests.

Schwab Fundamental Intl Sm Co ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FNDC

More FNDC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 2.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Msci Eafe Sep24 Ifus 20240920

0.46 15.5 Mil
—

DSM Firmenich AG

0.42 14.1 Mil
Consumer Defensive

Celestica Inc Common Stock

0.30 10.0 Mil
—

Hokkaido Electric Power Co Inc

0.23 7.7 Mil
Utilities

Rolls-Royce Holdings PLC

0.23 7.7 Mil
Industrials

Novonesis AS Class B

0.23 7.6 Mil
Basic Materials

HD Korea Shipbuilding & Offshore Engineering

0.20 6.8 Mil
Industrials

Toho Holdings Co Ltd

0.18 6.1 Mil
Healthcare

Concordia Financial Group Ltd

0.18 6.0 Mil
Financial Services

Screen Holdings Co Ltd

0.17 5.8 Mil
Technology