Should Schwab Fundamental U.S. Small Company ETF (FNDA) Be on Your Investing Radar?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 07 2024
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Source: NASDAQ.COM
Overview of Schwab Fundamental U.S. Small Company ETF (FNDA): FNDA is a passively managed ETF focusing on the Small Cap Value segment, with over $9 billion in assets and an expense ratio of 0.25%. It has shown strong performance, gaining approximately 27.12% over the past year.
Investment Strategy and Holdings: The ETF aims to match the Russell RAFI US Small Co. Index and holds a diversified portfolio primarily in the Industrials sector. It carries a medium risk profile with a beta of 1.18 and includes notable holdings like Abercrombie & Fitch and Royal Caribbean Group.
Analyst Views on FNDA
Wall Street analysts forecast FNDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FNDA is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
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Current: 34.200
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Current: 34.200
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
