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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: 02/23/2024 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: 02/23/2024 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 2/23/24

$251.83

+1.98%

$1.30 T

1.59%

$4.01

26.82%

8.90%

13.70%

12.08%

0.03%

$466.57

+2.10%

$866.52 B

1.54%

$7.20

28.76%

11.11%

14.62%

12.77%

0.03%

Fidelity 500 Index Fund

FXAIX | Fund | Other

$176.93

+0.04%

$414.30 B

1.59%

$2.81

28.83%

11.15%

14.65%

12.76%

0.02%

$507.50

+2.07%

$400.96 B

1.50%

$7.62

28.61%

11.05%

14.57%

12.71%

-

$510.34

+0.06%

$339.93 B

1.51%

$7.70

30.26%

10.73%

14.67%

12.74%

0.03%

$15.76

+2.14%

$80.82 B

1.43%

$0.22

25.26%

8.77%

13.91%

-

0.60%

$178.26

+1.29%

$78.76 B

2.05%

$3.66

18.78%

10.04%

12.43%

11.47%

0.06%

Fidelity Total Market Index Fund

FSKAX | Fund | Other

$139.85

+2.01%

$74.01 B

0.04%

$0.06

26.85%

8.92%

13.69%

12.07%

0.02%

Schwab S&P 500 Index Fund

SWPPX | Fund | Other

$78.15

+0.04%

$71.36 B

1.34%

$1.05

30.21%

10.72%

14.64%

12.69%

0.02%

$16.67

+0.12%

$55.63 B

0.02%

$0.00

26.83%

8.92%

-

-

-

Strategic Advisers Large Cap Fund

FALCX | Fund | Other

$12.63

+2.10%

$50.94 B

0.74%

$0.09

26.96%

10.46%

-

-

0.49%

Vanguard Dividend Growth Fund

VDIGX | Fund | Investor

$39.16

+0.33%

$49.22 B

1.72%

$0.67

16.14%

10.32%

12.48%

11.40%

0.30%

$111.73

+0.10%

$43.50 B

1.69%

$1.89

28.28%

8.52%

13.68%

12.15%

0.03%

$161.57

+0.99%

$40.47 B

1.51%

$2.44

11.01%

7.63%

11.08%

10.28%

0.20%

$233.19

+2.10%

$40.42 B

1.56%

$3.64

29.46%

10.16%

14.53%

12.65%

0.04%

$60.18

+2.07%

$32.39 B

1.49%

$0.89

28.69%

9.97%

14.40%

12.59%

0.03%

$160.26

+0.12%

$30.71 B

0.24%

$0.39

36.86%

11.70%

14.81%

12.84%

0.15%

$596.78

+2.11%

$29.75 B

1.18%

$6.92

29.73%

10.26%

14.21%

12.33%

0.35%

$597.03

+2.12%

$29.75 B

1.41%

$8.27

30.05%

10.51%

14.48%

12.60%

0.10%

$596.20

+2.12%

$29.75 B

1.19%

$6.92

29.73%

10.35%

14.27%

-

0.35%

$596.83

+2.12%

$29.75 B

1.30%

$7.62

29.90%

10.49%

14.42%

12.50%

0.22%

$597.22

+2.12%

$29.75 B

1.49%

$8.73

30.17%

10.72%

-

-

0.01%

$279.31

+0.01%

$29.12 B

1.40%

$3.91

29.38%

9.35%

14.16%

12.30%

0.15%

$81.79

+0.36%

$28.08 B

2.10%

$1.72

17.30%

8.52%

9.23%

10.76%

0.15%

$59.07

+1.97%

$22.29 B

1.52%

$0.90

26.91%

9.00%

13.73%

12.10%

0.03%

$16.00

+2.17%

$19.87 B

1.13%

$0.18

34.57%

9.48%

14.06%

-

0.27%

$59.72

+0.07%

$19.42 B

1.48%

$0.88

30.12%

10.71%

14.62%

12.64%

0.02%

$86.01

+0.07%

$18.28 B

1.32%

$1.14

28.22%

8.49%

13.67%

11.95%

0.03%

$17.66

+0.06%

$15.31 B

0.02%

$0.00

26.98%

9.27%

13.87%

-

-

$20.74

+0.10%

$14.63 B

1.63%

$0.34

24.54%

12.73%

15.63%

12.11%

-

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