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Trending ETFs

All-Cap Equity

All-cap equity funds and ETFs invest their assets across companies with a... All-cap equity funds and ETFs invest their assets across companies with a range of market capitalizations. These funds can be actively or passively managed, and can invest across a range of sectors. Some funds focus on a particular strategy or industry (dividends or cleantech, for example), while others may prefer value over growth stocks, or vice versa. The allure of these funds is that they tend to be reasonably unconstrained in terms of where they invest. Unlike a dedicated large-cap fund, for instance, an all-cap fund is free to invest in companies no matter their size. This can be particularly useful when a given segment of the market is deemed to be either very inexpensive or very pricey. Despite the name of these funds, their overall holdings may still have a certain kind of profile. For example, the average market capitalization of an all-cap fund’s holdings may retain a mid-cap profile, even if it’s not a dedicated mid-cap fund. Additionally, the market cap profile of a particular fund can change over time depending on the fund manager’s conviction or due to a change in the investment mandate of the fund. These funds can be appropriate (depending on their holdings) for both conservative and aggressive investors alike. Last Updated: 02/21/2024 View more View less

All-cap equity funds and ETFs invest their assets across companies with a range of market capitalizations. These funds can be actively or passively managed, and can invest across a range of sectors. Some... All-cap equity funds and ETFs invest their assets across companies with a range of market capitalizations. These funds can be actively or passively managed, and can invest across a range of sectors. Some funds focus on a particular strategy or industry (dividends or cleantech, for example), while others may prefer value over growth stocks, or vice versa. The allure of these funds is that they tend to be reasonably unconstrained in terms of where they invest. Unlike a dedicated large-cap fund, for instance, an all-cap fund is free to invest in companies no matter their size. This can be particularly useful when a given segment of the market is deemed to be either very inexpensive or very pricey. Despite the name of these funds, their overall holdings may still have a certain kind of profile. For example, the average market capitalization of an all-cap fund’s holdings may retain a mid-cap profile, even if it’s not a dedicated mid-cap fund. Additionally, the market cap profile of a particular fund can change over time depending on the fund manager’s conviction or due to a change in the investment mandate of the fund. These funds can be appropriate (depending on their holdings) for both conservative and aggressive investors alike. Last Updated: 02/21/2024 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 2/20/24

$248.46

-0.52%

$1.30 T

1.61%

$4.01

23.08%

8.06%

13.47%

11.92%

0.03%

$459.03

-0.51%

$866.52 B

1.57%

$7.20

24.64%

10.26%

14.30%

12.58%

0.03%

Fidelity 500 Index Fund

FXAIX | Fund | Other

$174.01

-0.46%

$414.30 B

1.61%

$2.81

24.69%

10.31%

14.39%

12.62%

0.02%

$499.51

-0.50%

$400.96 B

1.53%

$7.62

24.53%

10.23%

14.27%

12.52%

-

$58.08

+0.21%

$365.85 B

5.83%

$3.39

8.70%

-0.17%

5.56%

4.21%

0.07%

$499.16

-0.56%

$339.93 B

1.54%

$7.70

26.48%

10.08%

14.30%

12.54%

0.03%

$430.57

-0.91%

$197.28 B

0.20%

$0.86

43.96%

9.85%

20.94%

17.98%

0.20%

$333.24

-0.72%

$172.72 B

0.70%

$2.34

40.75%

8.63%

17.96%

14.63%

0.04%

$48.06

+0.08%

$160.82 B

5.07%

$2.44

9.71%

2.18%

6.50%

4.62%

0.05%

$153.62

-0.24%

$144.35 B

2.68%

$4.12

9.96%

9.87%

10.14%

10.13%

0.04%

$235.64

-0.52%

$139.19 B

2.01%

$4.73

8.61%

3.29%

9.84%

9.32%

0.04%

$216.19

-0.92%

$117.57 B

1.99%

$4.31

8.47%

1.47%

8.47%

8.46%

0.05%

$41.09

+0.49%

$96.11 B

8.42%

$3.46

4.60%

-6.74%

3.01%

3.54%

0.08%

$71.05

+0.40%

$95.30 B

2.72%

$1.94

11.63%

2.49%

6.57%

4.54%

0.07%

$167.89

-0.91%

$84.53 B

1.61%

$2.71

14.51%

-2.14%

8.90%

8.58%

0.06%

Vanguard Target Retirement 2035 Fund

VTTHX | Fund | Investor

$22.46

-0.22%

$82.36 B

2.44%

$0.55

12.87%

2.53%

7.74%

7.25%

0.08%

Vanguard Target Retirement 2030 Fund

VTHRX | Fund | Investor

$35.88

-0.25%

$81.55 B

2.56%

$0.92

11.81%

1.94%

7.01%

6.71%

0.08%

$15.55

-0.45%

$80.82 B

1.41%

$0.22

24.45%

8.82%

14.20%

-

0.60%

$175.48

-0.34%

$78.76 B

2.09%

$3.66

14.75%

9.42%

12.16%

11.29%

0.06%

Fidelity Total Market Index Fund

FSKAX | Fund | Other

$137.98

-0.53%

$74.01 B

0.04%

$0.06

23.07%

8.09%

13.50%

11.98%

0.02%

Vanguard Target Retirement 2025 Fund

VTTVX | Fund | Investor

$18.52

-0.22%

$72.18 B

2.73%

$0.51

10.58%

1.37%

6.26%

6.17%

0.08%

Vanguard Target Retirement 2040 Fund

VFORX | Fund | Investor

$40.03

-0.22%

$72.17 B

2.34%

$0.94

13.96%

3.14%

8.47%

7.76%

0.08%

Schwab S&P 500 Index Fund

SWPPX | Fund | Other

$76.86

-0.47%

$71.36 B

1.36%

$1.05

24.66%

10.29%

14.37%

12.63%

0.02%

$280.34

-0.70%

$70.75 B

1.72%

$4.82

9.78%

5.04%

9.60%

9.20%

0.05%

$50.53

+0.18%

$69.32 B

3.87%

$1.95

7.46%

-7.30%

2.55%

3.28%

0.09%

$322.36

-1.00%

$69.16 B

0.55%

$1.77

41.28%

9.57%

18.07%

15.28%

0.19%

Vanguard Target Retirement 2045 Fund

VTIVX | Fund | Investor

$27.25

-0.22%

$68.78 B

2.23%

$0.61

15.02%

3.72%

9.20%

8.19%

0.08%

$106.32

-0.99%

$66.49 B

1.06%

$1.13

5.82%

1.60%

7.24%

8.58%

0.06%

$113.93

-0.26%

$59.39 B

3.86%

$4.40

7.22%

9.08%

9.32%

9.77%

0.06%

$509.00

-1.06%

$58.10 B

0.62%

$3.18

42.23%

11.70%

22.88%

20.05%

0.10%

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