Continue to site >
Trending ETFs

U.S. Small-Cap Blend Equity

U.S. small-cap blend mutual funds and ETFs invest in a mix of... U.S. small-cap blend mutual funds and ETFs invest in a mix of small-cap value and growth stocks. Small-cap stocks usually have a market capitalization under US$1 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. U.S. small-cap blend mutual funds and ETFs only invest in smaller companies, while others own a range of small and mid-sized companies but overall have a small-cap profile. U.S. small-cap blend mutual funds and ETFs can invest in a range of sectors. They may own energy, basic materials, pharmaceuticals, healthcare, technology, and financial services shares, among other industries. U.S. small-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. Overall, U.S. Small-Cap Blend funds are more volatile than blend funds focused on medium or larger companies. Last Updated: 03/28/2024 View more View less

U.S. small-cap blend mutual funds and ETFs invest in a mix of small-cap value and growth stocks. Small-cap stocks usually have a market capitalization under US$1 billion. Value stocks... U.S. small-cap blend mutual funds and ETFs invest in a mix of small-cap value and growth stocks. Small-cap stocks usually have a market capitalization under US$1 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. U.S. small-cap blend mutual funds and ETFs only invest in smaller companies, while others own a range of small and mid-sized companies but overall have a small-cap profile. U.S. small-cap blend mutual funds and ETFs can invest in a range of sectors. They may own energy, basic materials, pharmaceuticals, healthcare, technology, and financial services shares, among other industries. U.S. small-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. Overall, U.S. Small-Cap Blend funds are more volatile than blend funds focused on medium or larger companies. 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

$224.11

+0.05%

$117.57 B

1.92%

$4.31

25.85%

3.08%

9.74%

8.90%

0.05%

$107.38

-0.15%

$77.41 B

1.05%

$1.13

15.55%

0.92%

8.66%

8.65%

0.06%

$205.17

-0.18%

$52.13 B

1.43%

$2.94

19.75%

-1.10%

7.70%

7.45%

0.19%

Fidelity Small Cap Index Fund

FSSNX | Fund | Other

$25.66

-0.16%

$21.19 B

2.13%

$0.55

20.08%

-0.88%

7.91%

7.66%

0.03%

$48.13

+0.02%

$16.50 B

1.94%

$0.93

21.68%

0.21%

8.28%

7.68%

0.04%

$41.83

-0.24%

$8.00 B

2.86%

$1.19

16.79%

1.00%

8.58%

8.00%

0.03%

$55.74

0.00%

$7.95 B

1.82%

$1.01

21.36%

4.49%

10.19%

8.55%

0.25%

$15.94

-0.13%

$7.89 B

1.54%

$0.25

23.26%

2.82%

10.38%

8.27%

0.68%

$27.63

+0.14%

$7.18 B

0.73%

$0.20

13.40%

1.19%

8.46%

-

0.69%

$83.09

+0.17%

$6.57 B

1.93%

$1.60

21.55%

-0.80%

7.81%

7.53%

0.10%

Schwab Small-Cap Index Fund

SWSSX | Fund | Other

$33.37

+0.12%

$5.23 B

1.46%

$0.49

21.53%

-0.87%

7.82%

7.54%

0.04%

$98.63

+0.01%

$4.58 B

1.48%

$1.46

15.50%

0.92%

8.69%

8.65%

0.10%

$14.91

+0.20%

$4.55 B

0.99%

$0.15

26.84%

5.74%

11.64%

9.31%

-

$23.53

-0.21%

$2.81 B

3.08%

$0.73

19.81%

-0.97%

7.82%

7.25%

0.07%

$23.47

-0.17%

$2.81 B

2.53%

$0.59

19.47%

-1.27%

7.49%

6.96%

0.40%

$23.45

-0.17%

$2.81 B

2.99%

$0.70

19.77%

-1.02%

7.76%

7.19%

0.12%

$23.38

-0.17%

$2.81 B

2.55%

$0.60

19.50%

-1.26%

7.50%

-

0.38%

Fidelity Small Cap Discovery Fund

FSCRX | Fund | Other

$28.21

+0.07%

$2.36 B

0.21%

$0.06

26.14%

7.36%

11.75%

8.53%

1.05%

$38.16

-0.31%

$2.31 B

1.26%

$0.48

21.22%

3.84%

10.03%

8.33%

0.40%

Royce Value Trust Inc

XRVTX | Fund | Other

$16.67

-0.18%

$1.74 B

0.00%

-

14.73%

-6.49%

2.12%

3.74%

1.15%

$26.03

+0.08%

$1.63 B

0.90%

$0.23

28.44%

-0.12%

5.72%

6.07%

0.97%

$16.71

0.00%

$1.62 B

1.36%

$0.23

21.37%

4.45%

10.20%

8.57%

0.25%

$12.85

-0.16%

$1.35 B

1.36%

$0.18

23.93%

2.72%

9.86%

-

-

$39.29

-0.05%

$1.32 B

1.41%

$0.56

21.18%

1.90%

9.98%

-

0.17%

$39.30

-0.20%

$1.29 B

1.11%

$0.44

29.24%

7.57%

11.80%

9.18%

0.26%

$17.38

-0.06%

$1.18 B

0.46%

$0.08

11.54%

5.12%

10.11%

9.03%

1.04%

Fidelity Small Cap Stock Fund

FSLCX | Fund | Other

$17.74

0.00%

$1.11 B

0.03%

$0.01

22.96%

1.35%

8.32%

7.91%

0.74%

$12.44

+0.08%

$1.09 B

1.69%

$0.21

27.37%

8.94%

13.55%

9.89%

-

SMALL CAP INDEX FUND

NSIDX | Fund | Other

$13.68

+0.07%

$1.01 B

1.54%

$0.21

20.00%

-1.01%

7.64%

7.35%

0.17%

$40.61

0.00%

$967.25 M

1.07%

$0.43

19.94%

1.12%

9.78%

-

0.31%

Get the lastest fund and ETF news in your inbox each week.

Receive latest news, trending tickers, top stocks increasing dividend this week and more.

U.S. Small-Cap Blend Equity In The News

U.S. Small-Cap Blend Equity Research