Weekly Report: what happened at FNDA last week (0415-0419)?

Weekly Report: what happened at FNDA last week (0408-0412)?

FNDA: A Solid Small Cap ETF

The Schwab Fundamental U.S. Small Company Index ETF is a passively managed ETF with over 1,000 holdings. Small cap stocks are currently trading at a discount relative to their large cap peers. The Fund has outperformed the Russell 2000 over a five-year period. The fund is a solid investment for investors seeking small cap exposure.

FNDA: Reasons To Add Small Caps, But These Other Funds May Outperform

Schwab Fundamental U.S. Small Company Index ETF is a hold due to mixed factors affecting its prospects. Small caps historically perform well during times of reducing interest rates and early bull markets. FNDA has the highest price-to-earnings ratio and expense ratio among comparable peer funds.

Weekly Report: what happened at FNDA last week (0401-0405)?

Should Schwab Fundamental U.S. Small Company Index ETF (FNDA) Be on Your Investing Radar?

Weekly Report: what happened at FNDA last week (0325-0329)?

FNDA: ETF Outflow Alert

SMLF: A Small Cap ETF Beating The Benchmark, But Lagging A Few Peers

IShares U.S. Small-Cap Equity Factor ETF implements a multi-factor strategy based on momentum, quality, value and volatility. SMLF has outperformed the Russell 2000 benchmark since its inception. The fund is well-diversified across sectors and holdings. The top 3 sectors are industrials, financials and consumer discretionary.

Hope Springs Eternal, Again, For Small-Cap Equities

Small-caps have fallen well short of expectations that a risk premium in lesser companies would deliver superior returns over the broad market. The so-called small-cap premium has been elusive in recent years. Some analysts say small caps are poised to run hot in the US.

Weekly Report: what happened at FNDA last week (0318-0322)?

FNDA ETF Experiences Big Inflow

Weekly Report: what happened at FNDA last week (0311-0315)?

Schwab AM changes fund name for 11 Fundamental Index ETFs, mutual funds

Charles Schwab AM changes fund name for 11 Fundamental Index ETFs, mutual funds. A total of 12 Schwab Fundamental IndexETFs and mutual funds will be changing indexes and 11 of them will have new fund names. The changes will be effective on or about June 21, 2024.

Rackspace Nears $275M in Restructuring Plan with Creditors: Report

Rackspace Technology Inc (NASDAQ:RXT) is reportedly finalizing a deal with its creditors to provide the company with $275 million in new cash. The company is expected to lighten its debt load and reorganize the repayment hierarchy. The agreement includes a debt exchange offer at less than face value for certain creditors.

Weekly Report: what happened at FNDA last week (0304-0308)?

SPTM: A Solid But Unnecessary Total Market ETF

SPTM tracks the S&P 1500 Composite Index, providing investors with low-cost exposure to approximately 90% of the U.S. Stock market. An initial profitability screen means SPTM is a higher-quality ETF than competitors like VTI and ITOT. SPTM has a 92% overlap with S&p 500 Index ETFs. A better approach is to use market-cap-weighted funds for large-cap stocks.

Markets, The Election, Trading Tips, And The 'Mag 7'-To-'Lag 7' Transition

Anatomy Of A Recession Update: Soft Landing Chances Rise

One Year After The Banking Crisis, How Are Regional Banks Faring?