According to the latest Independent Advisor Outlook Study by Schwab Advisor Services, 59 percent of its RIA clients currently invest in fundamentally weighted products, and roughly one in five plan to invest more in the near term. Additionally, the research shows that 34 percent of RIAs believe fundamentally weighted products can serve as an effective complement to market-cap weighted and actively managed products.“We’re here to help advisors and investors alike recognize that Fundamental Index funds – whether ETFs or mutual funds – are a thoughtful way to gain broad industry exposure, right alongside their market cap-weighted counterparts,” said Chandoha. “Fundamental Index methodologies have become important to the institutional investing community, and we think it’s time all investors benefit from this approach.”
Schwab Expands Fundamental Index Line-up With Introduction Of Six Exchange-Traded Funds
Check Out Our Best Services for Investors
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Model portfolio
- Stocks trading below $10
- Intraday trade alerts
More than 30 investing pros with skin in the game give you actionable insight and investment ideas.