When is it a good time to purchase SCHE?
7/22/2025 03:07pm
**The Schwab Fundamental Emerging Markets Equity ETF (FNDE) currently presents a favorable entry opportunity.** Here's why:
1. **Fund Performance**: The Schwab Fundamental Emerging Markets Equity ETF (FNDE) has delivered solid performance, with a year-to-date return of approximately 14.77% and a 12-month return of about 16.55% as of July 2, 2025. This performance track record indicates the ETF's ability to capitalize on emerging market opportunities.
2. **Diversification and Risk Management**: FNDE holds approximately 408 positions, which effectively diversifies company-specific risk. This diversification strategy helps mitigate the impact of volatility from individual stock performances, providing a more stable investment experience.
3. **Market Positioning**: The ETF's focus on fundamental factors, such as financial health and valuation, positions it to capitalize on emerging market growth sustainably. This approach aligns with long-term investment strategies, seeking companies with strong fundamentals that can withstand market cycles.
4. **Recent Trends**: FNDE has traded between $26.66 and $33.95 over the past 52 weeks, with a recent price point aligning with the lower end of this range. This could be seen as a favorable entry point, especially if the ETF's holdings and performance trends continue to improve.
5. **Expense Ratio and Assets Under Management**: FNDE has assets under management exceeding $7.07 billion, indicating strong investor interest and market presence. The ETF's expense ratio is competitive, reflecting efficient management and operations.
In conclusion, considering FNDE's recent performance, diversification strategy, market positioning, and current price trends, it may be a good time to purchase, especially for investors looking for exposure to emerging markets with a fundamental-focused approach. However, as with any investment, it's important to align this decision with your individual investment goals, risk tolerance, and portfolio strategy.