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Trending ETFs

U.S. Blend Equity

U.S. blend mutual funds and ETFs invest in a mix of value... U.S. blend mutual funds and ETFs invest in a mix of value and growth stocks. Depending on their mandate, they may invest in equities of varying market capitalizations (small, medium, and large), sectors, as well as specific investment strategies. 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. 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. Funds and ETFs with a greater concentration in value stocks will tend to exhibit less volatility than funds 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: 02/22/2024 View more View less

U.S. blend mutual funds and ETFs invest in a mix of value and growth stocks. Depending on their mandate, they may invest in equities of varying market capitalizations (small, medium, and large), sectors,... U.S. blend mutual funds and ETFs invest in a mix of value and growth stocks. Depending on their mandate, they may invest in equities of varying market capitalizations (small, medium, and large), sectors, as well as specific investment strategies. 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. 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. Funds and ETFs with a greater concentration in value stocks will tend to exhibit less volatility than funds 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: 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%

-

$499.61

+0.09%

$339.93 B

1.54%

$7.70

26.48%

10.08%

14.30%

12.54%

0.03%

$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%

$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%

$280.68

+0.12%

$70.75 B

1.72%

$4.82

9.78%

5.04%

9.60%

9.20%

0.05%

$106.00

-0.30%

$66.49 B

1.06%

$1.13

5.82%

1.60%

7.24%

8.58%

0.06%

$16.43

-0.54%

$55.63 B

0.02%

$0.00

23.03%

8.09%

-

-

-

$197.94

-0.47%

$52.13 B

1.48%

$2.94

7.70%

-2.81%

6.27%

7.00%

0.19%

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%

$109.46

+0.02%

$43.50 B

1.73%

$1.89

24.89%

7.83%

13.36%

11.98%

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%

$59.30

-0.50%

$32.39 B

1.51%

$0.89

24.71%

9.08%

14.13%

12.41%

0.03%

$155.79

-0.75%

$30.71 B

0.25%

$0.39

32.47%

10.95%

14.39%

12.59%

0.15%

$587.18

-0.47%

$29.75 B

1.18%

$6.92

24.24%

9.85%

13.91%

12.20%

0.35%

$587.40

-0.47%

$29.75 B

1.41%

$8.27

24.55%

10.09%

14.18%

12.47%

0.10%

$586.61

-0.47%

$29.75 B

1.18%

$6.92

24.24%

9.93%

13.96%

-

0.35%

$587.22

-0.46%

$29.75 B

1.30%

$7.62

24.40%

10.08%

14.11%

12.37%

0.22%

$587.58

-0.47%

$29.75 B

1.49%

$8.73

24.66%

10.30%

-

-

0.01%

$273.68

+0.04%

$29.12 B

1.43%

$3.91

25.91%

8.62%

13.84%

12.13%

0.15%

$80.42

-0.05%

$28.08 B

2.14%

$1.72

14.02%

7.98%

8.98%

10.59%

0.15%

$78.88

+0.06%

$27.37 B

1.72%

$1.36

11.89%

3.48%

9.69%

9.05%

0.19%

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