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Trending ETFs

Large-Cap Equity

Large-cap equity funds and ETFs are funds that own the largest stocks... Large-cap equity funds and ETFs are funds that own the largest stocks by market capitalization. These tend to be companies with a market value greater than US$10 billion. These funds may be geographically diversified, and can be actively managed or indexed and may pursue various strategies to achieve returns. For example, a large-cap manager may prioritize value over growth, or vice versa. Large-cap funds can invest in a wide range of sectors. Some investors gravitate towards large-caps because of their perceived stability as well as name recognition. Most so-called blue-chip companies are large-caps (although not all large-caps are blue-chips). Large-caps are typically profitable, and many pay regular dividends to investors. These stocks often have a history of reasonably steady revenue and profit growth, as well as solid balance sheets with low levels of leverage. These qualities add to their perceived safety by investors. These funds may be appropriate for conservative investors, although those funds with more diversified portfolios are usually a safer bet than those with concentrated holdings in fewer stocks. It should be noted that there is still risk involved with large cap funds, especially those with high weightings in technology companies trading at rich valuations. Last Updated: 02/22/2024 View more View less

Large-cap equity funds and ETFs are funds that own the largest stocks by market capitalization. These tend to be companies with a market value greater than US$10 billion. These funds may be geographically... Large-cap equity funds and ETFs are funds that own the largest stocks by market capitalization. These tend to be companies with a market value greater than US$10 billion. These funds may be geographically diversified, and can be actively managed or indexed and may pursue various strategies to achieve returns. For example, a large-cap manager may prioritize value over growth, or vice versa. Large-cap funds can invest in a wide range of sectors. Some investors gravitate towards large-caps because of their perceived stability as well as name recognition. Most so-called blue-chip companies are large-caps (although not all large-caps are blue-chips). Large-caps are typically profitable, and many pay regular dividends to investors. These stocks often have a history of reasonably steady revenue and profit growth, as well as solid balance sheets with low levels of leverage. These qualities add to their perceived safety by investors. These funds may be appropriate for conservative investors, although those funds with more diversified portfolios are usually a safer bet than those with concentrated holdings in fewer stocks. It should be noted that there is still risk involved with large cap funds, especially those with high weightings in technology companies trading at rich valuations. Last Updated: 02/22/2024 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 2/21/24

$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%

14.35%

12.55%

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%

$71.05

+0.40%

$95.30 B

2.72%

$1.94

11.63%

2.49%

6.57%

4.54%

0.07%

$15.55

-0.45%

$80.82 B

1.41%

$0.22

26.95%

8.82%

14.25%

-

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%

13.46%

11.91%

0.02%

Schwab S&P 500 Index Fund

SWPPX | Fund | Other

$76.86

-0.47%

$71.36 B

1.36%

$1.05

24.66%

10.29%

14.33%

12.56%

0.02%

$322.36

-1.00%

$69.16 B

0.55%

$1.77

41.28%

9.57%

18.07%

15.28%

0.19%

$113.93

-0.26%

$59.39 B

3.86%

$4.40

7.22%

9.08%

9.32%

9.77%

0.06%

$16.43

-0.54%

$55.63 B

0.02%

$0.00

23.03%

8.09%

-

-

-

Strategic Advisers Large Cap Fund

FALCX | Fund | Other

$12.43

-0.48%

$50.94 B

0.73%

$0.09

28.08%

10.41%

-

-

0.49%

Vanguard Dividend Growth Fund

VDIGX | Fund | Investor

$38.43

-0.21%

$49.22 B

1.75%

$0.67

11.84%

10.12%

12.13%

11.26%

0.30%

$56.42

+0.18%

$48.98 B

5.98%

$3.37

8.94%

-0.10%

5.69%

4.31%

0.08%

$168.37

-0.13%

$48.01 B

2.29%

$3.85

10.77%

7.24%

8.87%

8.50%

0.19%

$76.98

-0.34%

$47.58 B

3.86%

$2.97

3.85%

7.93%

11.98%

11.39%

0.06%

$76.44

+0.08%

$46.41 B

2.44%

$1.86

12.16%

3.11%

6.71%

4.34%

0.33%

$109.44

-0.64%

$43.50 B

1.73%

$1.89

24.89%

7.83%

13.36%

11.98%

0.03%

Fidelity International Index Fund

FSPSX | Fund | Other

$47.82

+0.31%

$41.09 B

5.53%

$2.64

10.87%

3.11%

6.72%

4.52%

0.03%

$160.03

-0.45%

$40.47 B

1.52%

$2.44

7.84%

7.44%

10.90%

10.18%

0.20%

$229.62

-0.51%

$40.42 B

1.58%

$3.64

25.40%

9.29%

14.25%

12.46%

0.04%

$80.24

-0.96%

$33.79 B

1.06%

$0.85

33.26%

7.54%

15.28%

13.84%

0.18%

$59.30

-0.50%

$32.39 B

1.51%

$0.89

24.71%

9.08%

14.13%

12.41%

0.03%

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