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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: 02/07/2025 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: 02/07/2025 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 2/5/25

$299.95

+0.46%

$1.84 T

1.26%

$3.76

24.15%

11.56%

13.78%

12.85%

0.03%

$555.62

+0.41%

$1.37 T

1.26%

$6.95

23.98%

12.12%

14.36%

13.41%

0.03%

$601.78

+0.67%

$627.77 B

1.32%

$7.86

23.74%

11.91%

14.30%

13.28%

-

Fidelity 500 Index Fund

FXAIX | Fund | Other

$210.62

+0.40%

$592.67 B

1.38%

$2.89

24.01%

12.14%

14.39%

13.39%

0.02%

$604.69

+0.67%

$577.04 B

1.42%

$8.54

23.82%

11.97%

14.36%

13.35%

0.03%

$17.97

+0.67%

$136.44 B

1.59%

$0.28

22.61%

11.94%

14.43%

-

0.56%

Schwab S&P 500 Index Fund

SWPPX | Fund | Other

$92.75

+0.73%

$111.14 B

1.21%

$1.11

23.79%

11.97%

14.36%

13.32%

0.02%

Fidelity Total Market Index Fund

FSKAX | Fund | Other

$166.89

+0.47%

$107.41 B

1.99%

$3.30

24.21%

11.60%

13.78%

12.85%

0.02%

$203.88

+0.83%

$106.01 B

1.73%

$3.50

19.25%

9.99%

11.59%

11.86%

0.05%

$19.87

+0.51%

$75.69 B

2.11%

$0.42

24.28%

11.62%

-

-

-

$180.47

+0.12%

$73.60 B

1.38%

$2.48

16.91%

6.85%

10.86%

10.25%

0.20%

$132.41

+0.68%

$66.02 B

1.42%

$1.87

23.94%

11.39%

13.72%

12.82%

0.03%

Vanguard Dividend Growth Fund

VDIGX | Fund | Investor

$36.99

0.00%

$53.76 B

3.69%

$1.37

8.74%

5.99%

9.10%

10.69%

0.29%

$71.09

+0.42%

$53.36 B

1.35%

$0.95

23.97%

12.12%

14.39%

13.36%

0.02%

$23.88

+0.67%

$52.87 B

1.34%

$0.32

24.35%

11.85%

14.23%

13.22%

0.03%

$183.32

+0.47%

$51.26 B

1.20%

$2.19

20.11%

12.65%

13.57%

13.09%

0.15%

$278.88

+0.36%

$49.12 B

1.23%

$3.41

24.43%

12.07%

14.34%

13.37%

0.04%

$332.09

+0.68%

$40.18 B

1.23%

$4.06

24.22%

11.65%

14.04%

13.01%

0.15%

$23.37

+0.73%

$33.41 B

1.43%

$0.33

24.04%

11.44%

13.77%

12.78%

0.03%

$18.06

+0.67%

$26.84 B

1.25%

$0.22

23.69%

11.72%

14.51%

-

0.27%

$102.07

+0.74%

$25.67 B

1.21%

$1.23

24.00%

11.39%

13.70%

12.71%

0.03%

$92.34

-0.03%

$24.31 B

1.81%

$1.67

17.60%

8.67%

8.02%

10.43%

0.15%

$21.07

+0.43%

$23.88 B

1.12%

$0.24

24.16%

11.70%

13.93%

-

-

$24.09

+0.75%

$19.89 B

1.50%

$0.36

29.80%

14.97%

17.11%

13.53%

-

Schwab 1000 Index Fund

SNXFX | Fund | Other

$129.71

+0.71%

$18.44 B

1.21%

$1.55

24.11%

11.67%

13.97%

12.95%

0.05%

$21.29

+0.85%

$17.48 B

0.99%

$0.21

22.79%

12.04%

15.64%

-

0.27%

$22.00

+0.23%

$16.88 B

1.82%

$0.40

16.24%

9.39%

9.70%

-

0.11%

$93.86

-0.74%

$16.26 B

1.34%

$1.27

13.34%

9.82%

12.15%

13.51%

0.47%

$344.64

+0.66%

$16.02 B

1.19%

$4.07

23.94%

11.30%

13.62%

12.65%

0.20%

$83.35

+0.32%

$15.33 B

0.04%

$0.04

17.24%

11.63%

13.21%

12.74%

0.28%

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U.S. Large-Cap Blend Equity In The News

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