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Trending ETFs

Sector & Industry Equity

Sector-focused mutual funds and ETFs invest the majority of their assets in... Sector-focused mutual funds and ETFs invest the majority of their assets in stocks that are exposed to a particular sector or industry. These funds can be actively or passively managed. Depending on their mandate, they can be focused on small, mid, or large-cap stocks. Likewise, a fund may solely invest in the U.S., or have the ability to own stocks in other countries. They can be attractive for investors who believe a particular sector or industry is set to outperform the broader markets as concentrated exposure to a given sector can pay off if the sector performs well. These funds may be good options for investors who want to own stocks in a sector but don’t have the time or expertise to do the necessary research themselves. Active funds can be particularly attractive here as they are managed by experienced investment professionals, who can generate market-beating returns. As a result, these funds tend to be purchased by more aggressive investors who are willing to take on more risk in search of higher returns. More conservative investors usually prefer to own funds and ETFs that own stocks across multiple sectors. This kind of diversification results in less risk and lower volatility, on average. Last Updated: 02/21/2024 View more View less

Sector-focused mutual funds and ETFs invest the majority of their assets in stocks that are exposed to a particular sector or industry. These funds can be actively or passively managed. Depending on their... Sector-focused mutual funds and ETFs invest the majority of their assets in stocks that are exposed to a particular sector or industry. These funds can be actively or passively managed. Depending on their mandate, they can be focused on small, mid, or large-cap stocks. Likewise, a fund may solely invest in the U.S., or have the ability to own stocks in other countries. They can be attractive for investors who believe a particular sector or industry is set to outperform the broader markets as concentrated exposure to a given sector can pay off if the sector performs well. These funds may be good options for investors who want to own stocks in a sector but don’t have the time or expertise to do the necessary research themselves. Active funds can be particularly attractive here as they are managed by experienced investment professionals, who can generate market-beating returns. As a result, these funds tend to be purchased by more aggressive investors who are willing to take on more risk in search of higher returns. More conservative investors usually prefer to own funds and ETFs that own stocks across multiple sectors. This kind of diversification results in less risk and lower volatility, on average. 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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