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U.S. Mid-Cap Blend Equity

U.S. mid-cap blend mutual funds and ETFs invest in a mix of... U.S. mid-cap blend mutual funds and ETFs invest in a mix of mid-cap value and growth stocks. Mid-cap stocks usually have a market capitalization between US$1-8 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, some U.S. mid-cap blend mutual funds and ETFs only invest in mid-sized companies, while others own a range of small, mid, and large cap stocks that overall have a mid-cap profile. They can invest in a range of sectors, but often have significant holdings in consumer discretionary/consumer staples, energy, healthcare, and financial services. U.S. mid-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: 04/22/2024 View more View less

U.S. mid-cap blend mutual funds and ETFs invest in a mix of mid-cap value and growth stocks. Mid-cap stocks usually have a market capitalization between US$1-8 billion. Value stocks... U.S. mid-cap blend mutual funds and ETFs invest in a mix of mid-cap value and growth stocks. Mid-cap stocks usually have a market capitalization between US$1-8 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, some U.S. mid-cap blend mutual funds and ETFs only invest in mid-sized companies, while others own a range of small, mid, and large cap stocks that overall have a mid-cap profile. They can invest in a range of sectors, but often have significant holdings in consumer discretionary/consumer staples, energy, healthcare, and financial services. U.S. mid-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: 04/22/2024 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

$234.99

-0.06%

$160.08 B

2.01%

$4.73

13.64%

2.21%

9.05%

9.33%

0.04%

$56.58

+0.27%

$80.56 B

8.52%

$4.82

15.32%

3.19%

9.49%

9.24%

0.05%

$154.56

-1.47%

$37.93 B

0.25%

$0.39

25.39%

8.36%

12.87%

12.39%

0.15%

Fidelity Mid Cap Index Fund

FSMDX | Fund | Other

$30.42

+0.03%

$33.21 B

2.16%

$0.66

14.67%

2.26%

9.10%

9.31%

0.03%

$78.66

-0.06%

$31.97 B

1.72%

$1.36

14.42%

2.19%

8.96%

8.95%

0.19%

$518.28

+0.33%

$22.40 B

1.46%

$7.56

15.01%

2.85%

9.23%

9.12%

-

$75.69

-0.01%

$11.17 B

1.80%

$1.36

13.68%

0.88%

7.56%

8.70%

0.04%

$49.69

+0.30%

$10.04 B

1.51%

$0.75

15.27%

3.05%

9.43%

8.78%

0.03%

$15.02

+0.13%

$9.69 B

1.64%

$0.25

13.02%

-0.12%

8.18%

7.63%

0.68%

Vanguard Strategic Equity Fund

VSEQX | Fund | Investor

$34.88

+0.11%

$8.03 B

1.49%

$0.52

17.59%

6.15%

10.54%

9.59%

0.17%

$42.00

-1.39%

$7.16 B

0.86%

$0.36

29.59%

8.75%

12.97%

-

0.30%

$102.48

-0.10%

$3.96 B

0.64%

$0.66

39.54%

10.86%

16.75%

12.49%

0.33%

$53.58

+0.21%

$3.83 B

1.38%

$0.74

13.69%

2.72%

9.41%

-

0.42%

$95.92

+0.33%

$3.30 B

1.85%

$1.78

15.28%

3.00%

9.36%

9.26%

0.10%

Mid Cap Index Fund

VMIDX | Fund | Other

$25.13

+0.36%

$3.06 B

0.00%

-

14.88%

3.29%

6.64%

2.73%

0.36%

MID CAP INDEX FUND

NOMIX | Fund | Other

$20.44

+0.39%

$1.97 B

1.67%

$0.34

15.37%

3.01%

9.34%

9.23%

0.16%

$68.02

-0.90%

$1.87 B

1.48%

$1.01

22.78%

7.00%

-

-

0.09%

$20.58

+0.34%

$1.74 B

0.00%

-

15.19%

-

-

-

0.14%

$85.26

-0.17%

$1.68 B

1.99%

$1.69

15.23%

0.06%

-

-

0.07%

$13.86

+0.07%

$1.67 B

2.25%

$0.31

14.63%

2.27%

9.11%

-

0.06%

$13.76

0.00%

$1.67 B

1.98%

$0.27

12.49%

1.43%

8.44%

-

0.36%

$13.82

0.00%

$1.67 B

2.22%

$0.31

14.53%

2.21%

9.05%

-

0.09%

$25.92

+0.39%

$1.63 B

0.91%

$0.23

20.53%

0.14%

4.81%

6.04%

0.97%

$6.13

+0.16%

$1.58 B

0.70%

$0.04

14.09%

1.19%

9.01%

-

0.15%

$75.37

+1.49%

$1.54 B

3.40%

$2.56

9.79%

3.74%

8.11%

-

0.40%

$12.09

+0.08%

$1.53 B

1.45%

$0.18

13.16%

-0.13%

7.75%

-

-

Schwab U.S. Mid-Cap Index Fund

SWMCX | Fund | Other

$59.97

+0.03%

$1.28 B

1.47%

$0.88

14.59%

2.69%

9.07%

-

0.04%

$105.23

+0.44%

$1.15 B

1.67%

$1.76

18.50%

3.96%

10.21%

8.79%

0.60%

$22.98

+0.17%

$854.42 M

0.17%

$0.04

21.64%

4.65%

11.86%

10.23%

0.89%

$56.94

+0.65%

$827.69 M

1.58%

$0.90

16.87%

4.21%

8.55%

8.42%

0.38%

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