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U.S. Large-Cap Blend Equity

U.S. large-cap blend mutual funds and ETFs invest in a mix of... U.S. large-cap blend mutual funds and ETFs invest in a mix of large-cap value and growth stocks. U.S. large-cap stocks are typically defined as those in the top 70% of market capitalization. Another defining feature of large-cap stocks is that they usually have a market capitalization greater than US$10 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. Meanwhile, U.S. large-cap 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. U.S. large-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. Last Updated: 04/23/2024 View more View less

U.S. large-cap blend mutual funds and ETFs invest in a mix of large-cap value and growth stocks. U.S. large-cap stocks are typically defined as those in the top 70% of market... U.S. large-cap blend mutual funds and ETFs invest in a mix of large-cap value and growth stocks. U.S. large-cap stocks are typically defined as those in the top 70% of market capitalization. Another defining feature of large-cap stocks is that they usually have a market capitalization greater than US$10 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. Meanwhile, U.S. large-cap 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. U.S. large-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. Last Updated: 04/23/2024 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 4/19/24

$245.23

-0.78%

$1.55 T

1.63%

$4.01

21.47%

5.86%

12.36%

11.66%

0.03%

$223.98

-0.75%

$1.55 T

1.62%

$3.66

21.59%

6.27%

12.39%

-

0.02%

$243.11

-0.87%

$1.07 T

1.57%

$3.85

22.15%

7.96%

13.20%

-

0.01%

$455.10

-0.84%

$1.07 T

1.58%

$7.20

22.04%

7.60%

13.15%

12.29%

0.03%

Fidelity 500 Index Fund

FXAIX | Fund | Other

$172.54

-0.87%

$515.22 B

1.63%

$2.81

22.05%

7.96%

13.16%

12.22%

0.02%

$495.16

-0.87%

$503.32 B

1.54%

$7.62

21.88%

7.56%

13.11%

12.23%

-

$497.53

-0.87%

$444.92 B

1.55%

$7.70

22.03%

7.93%

13.16%

12.25%

0.03%

$15.49

-0.83%

$93.21 B

1.42%

$0.22

22.71%

6.98%

13.32%

-

0.60%

$174.14

+0.29%

$91.40 B

2.10%

$3.66

13.42%

6.38%

11.24%

10.84%

0.06%

Fidelity Total Market Index Fund

FSKAX | Fund | Other

$136.45

-0.76%

$88.99 B

0.04%

$0.06

21.52%

6.16%

12.34%

11.58%

0.02%

Schwab S&P 500 Index Fund

SWPPX | Fund | Other

$76.44

-0.87%

$87.82 B

1.36%

$1.05

22.01%

7.61%

13.17%

12.27%

0.02%

$16.25

-0.73%

$63.71 B

0.02%

$0.00

21.53%

6.16%

-

-

-

Strategic Advisers Large Cap Fund

FALCX | Fund | Other

$12.42

-0.80%

$60.55 B

0.73%

$0.09

24.30%

8.29%

-

-

0.49%

$108.78

-0.78%

$54.28 B

1.74%

$1.89

21.43%

6.15%

12.31%

11.67%

0.03%

Vanguard Dividend Growth Fund

VDIGX | Fund | Investor

$37.41

+0.59%

$53.76 B

1.81%

$0.67

7.60%

6.51%

10.62%

10.78%

0.30%

$159.81

+0.38%

$49.98 B

1.52%

$2.44

12.14%

4.46%

10.29%

10.02%

0.20%

$227.27

-0.91%

$49.12 B

1.60%

$3.64

22.75%

6.87%

13.07%

12.19%

0.04%

$58.70

-0.78%

$40.18 B

1.52%

$0.89

22.52%

6.73%

12.96%

12.13%

0.03%

$154.56

-1.47%

$37.93 B

0.25%

$0.39

25.39%

8.36%

12.87%

12.39%

0.15%

$272.21

-0.83%

$34.55 B

1.43%

$3.91

21.97%

6.74%

12.72%

11.86%

0.15%

$58.24

-0.88%

$32.17 B

1.52%

$0.88

21.98%

7.60%

13.18%

12.23%

0.02%

$582.03

-0.87%

$29.75 B

1.19%

$6.92

21.61%

7.51%

12.73%

11.87%

0.35%

$582.18

-0.87%

$29.75 B

1.42%

$8.27

21.92%

7.75%

13.00%

12.14%

0.10%

$582.33

-0.87%

$29.75 B

1.50%

$8.73

22.02%

7.96%

-

-

0.01%

$582.03

-0.87%

$29.75 B

1.31%

$7.62

21.77%

7.73%

12.93%

12.04%

0.22%

$581.47

-0.87%

$29.75 B

1.19%

$6.92

21.61%

7.59%

12.79%

-

0.35%

$57.57

-0.83%

$27.01 B

1.56%

$0.90

21.51%

5.94%

12.40%

11.67%

0.03%

$80.50

+0.63%

$25.06 B

2.14%

$1.72

11.20%

5.48%

8.41%

10.38%

0.15%

$84.01

-0.77%

$22.39 B

1.34%

$1.14

21.46%

5.85%

12.31%

11.59%

0.03%

$15.63

-0.95%

$22.02 B

1.13%

$0.18

24.24%

6.61%

13.06%

-

0.27%

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