The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FNDX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the FNDX 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 FNDX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Contrarian at its core.
Daniel Sotiroff
Associate Director
Summary
Schwab Fundamental US Large Company combines a contrarian approach with a low fee that should translate into a long-term advantage over its large-value peers.