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U.S. Large-Cap Blend Equity

U.S. large-cap blend mutual funds and ETFs invest in a mix of... U.S. large-cap blend mutual funds and ETFs invest in a mix of large-cap value and growth stocks. U.S. large-cap stocks are typically defined as those in the top 70% of market capitalization. Another defining feature of large-cap stocks is that they usually have a market capitalization greater than US$10 billion. Value stocks tend to trade at lower valuations (price-earnings ratios, for example), than growth stocks. Growth companies are those firms that are projected to grow at a faster rate than the stock market average, based on measures such as book value, revenue, and earnings per share. Growth companies tend to trade at higher valuations (price-earnings ratios, for example), than so-called value stocks. This is because they are typically valued more for their potential years from now, rather than their current revenue or earnings. Meanwhile, U.S. large-cap blend mutual funds and ETFs can invest in stocks from a range of sectors, but often have significant holdings in information technology, consumer discretionary/consumer staples, energy, healthcare, and financial services. U.S. large-cap blend mutual funds and ETFs that have a greater concentration in value stocks will tend to exhibit less volatility than a fund solely focused on growth stocks. By contrast, funds and ETFs with a greater concentration in growth stocks will tend to exhibit more volatility but offer investors the chance for higher returns. Last Updated: 03/28/2024 View more View less

U.S. large-cap blend mutual funds and ETFs invest in a mix of large-cap value and growth stocks. U.S. large-cap stocks are typically defined as those in the top 70% of market... U.S. large-cap blend mutual funds and ETFs invest in a mix of large-cap value and growth stocks. U.S. large-cap stocks are typically defined as those in the top 70% of market capitalization. Another defining feature of large-cap stocks is that they usually have a market capitalization greater than US$10 billion. Value stocks tend to trade at lower valuations (price-earnings ratios, for example), than growth stocks. Growth companies are those firms that are projected to grow at a faster rate than the stock market average, based on measures such as book value, revenue, and earnings per share. Growth companies tend to trade at higher valuations (price-earnings ratios, for example), than so-called value stocks. This is because they are typically valued more for their potential years from now, rather than their current revenue or earnings. Meanwhile, U.S. large-cap blend mutual funds and ETFs can invest in stocks from a range of sectors, but often have significant holdings in information technology, consumer discretionary/consumer staples, energy, healthcare, and financial services. U.S. large-cap blend mutual funds and ETFs that have a greater concentration in value stocks will tend to exhibit less volatility than a fund solely focused on growth stocks. By contrast, funds and ETFs with a greater concentration in growth stocks will tend to exhibit more volatility but offer investors the chance for higher returns. Last Updated: 03/28/2024 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 3/26/24

$257.92

-0.22%

$1.55 T

1.55%

$4.01

32.99%

9.34%

14.20%

12.32%

0.03%

$235.50

-0.25%

$1.55 T

1.55%

$3.66

33.02%

9.35%

14.22%

-

0.02%

$477.94

-0.26%

$1.07 T

1.51%

$7.20

34.01%

11.32%

14.99%

12.97%

0.03%

$255.19

-0.31%

$1.07 T

1.50%

$3.85

33.47%

11.21%

15.02%

-

0.01%

Fidelity 500 Index Fund

FXAIX | Fund | Other

$181.16

-0.28%

$414.30 B

1.55%

$2.81

32.89%

11.11%

15.05%

12.93%

0.02%

$519.77

-0.28%

$400.96 B

1.47%

$7.62

33.25%

11.13%

14.93%

12.90%

-

$521.18

-0.21%

$339.93 B

1.48%

$7.70

32.88%

11.11%

15.08%

12.97%

0.03%

$16.24

-0.25%

$80.82 B

1.35%

$0.22

33.76%

9.96%

15.11%

-

0.60%

$180.22

-0.57%

$78.76 B

2.03%

$3.66

23.74%

8.87%

12.78%

11.46%

0.06%

Fidelity Total Market Index Fund

FSKAX | Fund | Other

$143.42

-0.24%

$74.01 B

0.04%

$0.06

32.39%

9.27%

14.25%

12.30%

0.02%

Schwab S&P 500 Index Fund

SWPPX | Fund | Other

$80.24

-0.30%

$71.36 B

1.30%

$1.05

33.45%

11.19%

14.99%

12.95%

0.02%

$17.08

-0.23%

$55.63 B

0.02%

$0.00

32.39%

9.26%

-

-

-

Strategic Advisers Large Cap Fund

FALCX | Fund | Other

$13.00

-0.23%

$50.94 B

0.70%

$0.09

35.28%

11.31%

-

-

0.49%

Vanguard Dividend Growth Fund

VDIGX | Fund | Investor

$38.88

-0.64%

$49.22 B

1.72%

$0.67

15.71%

8.83%

11.83%

11.19%

0.30%

$114.15

-0.24%

$43.50 B

1.66%

$1.89

32.27%

9.24%

14.22%

12.39%

0.03%

$166.12

-0.10%

$40.47 B

1.47%

$2.44

21.14%

7.07%

11.97%

10.60%

0.20%

$238.69

-0.26%

$40.42 B

1.52%

$3.64

34.22%

10.49%

14.90%

12.86%

0.04%

$163.31

-0.38%

$37.93 B

0.24%

$0.39

37.58%

11.69%

15.01%

13.20%

0.15%

$61.69

-0.26%

$32.39 B

1.45%

$0.89

34.14%

10.34%

14.82%

12.82%

0.03%

$611.08

-0.28%

$29.75 B

1.13%

$6.92

32.41%

10.64%

14.61%

12.57%

0.35%

$611.47

-0.28%

$29.75 B

1.35%

$8.27

32.75%

10.89%

14.88%

12.85%

0.10%

$611.71

-0.28%

$29.75 B

1.42%

$8.73

32.86%

11.10%

-

-

0.01%

$610.49

-0.28%

$29.75 B

1.13%

$6.92

32.42%

10.73%

14.67%

-

0.35%

$611.20

-0.28%

$29.75 B

1.24%

$7.62

32.59%

10.87%

14.82%

12.75%

0.22%

$285.34

-0.19%

$29.12 B

1.37%

$3.91

32.80%

9.96%

14.63%

12.57%

0.15%

$82.42

-0.01%

$28.08 B

2.09%

$1.72

18.54%

7.62%

9.13%

10.85%

0.15%

$60.58

-0.21%

$22.29 B

1.48%

$0.90

33.18%

9.46%

14.26%

12.35%

0.03%

$16.35

-0.49%

$19.87 B

1.07%

$0.18

35.01%

9.79%

14.62%

-

0.27%

$61.12

-0.33%

$19.42 B

1.45%

$0.88

33.38%

11.19%

15.01%

12.79%

0.02%

$88.35

-0.26%

$18.28 B

1.28%

$1.14

33.00%

9.32%

14.16%

12.25%

0.03%

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