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Upturn AI Summary
Schwab Fundamental U.S. Large Company Index ETF(FNDX)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for FNDX
10/09/2026: FNDX (5-star) is currently NOT-A-BUY. Pass it for now.
FNDX is a large-cap U.S. equity ETF that provides exposure to the market by weighting companies based on economic fundamentals like sales and cash flow rather than market capitalization. Its primary strength lies in its disciplined, low-cost factor approach, which offers a diversification tool against traditional market-cap-weighted indices. The fund serves well as a core holding for long-term investors who prefer value-oriented selection criteria. Key risks include potential performance deviation from major benchmarks and sensitivity to the economic health of its underlying constituents. Investors should monitor market shifts in favor of value versus growth and the fund's adherence to its fundamental methodology.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | FNDX may underperform pure growth-tilted funds during aggressive tech-driven bull markets. |
| Momentum investor | Weak fit | The fund's fundamental rebalancing is not designed to capture price-based momentum trends. |
| Value investor | Strong fit | The fundamental weighting approach inherently targets companies with strong economic health, often favoring value-oriented metrics. |
| Dividend/Income investor | Strong fit while signal remains positive | The methodology includes dividend and buyback data in its weighting, favoring companies that return capital to shareholders. |
| Low-risk investor | Medium | While it holds large-cap stocks, its factor-based approach may cause it to deviate significantly from the broad market index. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term strategic allocator who values fundamental business metrics over simple market-cap popularity.
Suitability
It is best suited for long-term investors seeking a core equity position with a distinct fundamental bias.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity fund, it is subject to standard market price fluctuations. |
| Market risk | Medium / high | The fund is fully exposed to U.S. equity market systemic risks. |
| Concentration | Low | The portfolio is well-diversified across hundreds of large-cap U.S. companies. |
| Tracking/expense | Low | The low expense ratio and systematic indexing ensure tight tracking of the target index. |
| Liquidity | Low | Large-cap underlying holdings provide excellent liquidity for the fund. |
| Business/sector quality | Medium | The fundamental selection process focuses on financially stable firms. |
Risk Analysis
Volatility
FNDX exhibits volatility levels generally aligned with the broad U.S. large-cap market, though its factor tilts can create tracking divergence.
Market Risk
The primary risk is systemic exposure to U.S. equity market conditions, which dictates the performance of the underlying constituent firms.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 98.5 | This provides diversified exposure to large, established U.S. companies across all major economic sectors. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | Small cash holdings are maintained for liquidity and to manage daily fund flows. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 46.92% | Avg. Invested days 97 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/09/2026 |
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