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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: 02/23/2024 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: 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

$237.70

+1.19%

$139.19 B

1.99%

$4.73

11.79%

3.98%

9.99%

9.40%

0.04%

$57.04

+0.05%

$70.75 B

8.46%

$4.82

11.71%

5.07%

9.81%

9.36%

0.05%

$160.26

+0.12%

$30.71 B

0.24%

$0.39

36.86%

11.70%

14.81%

12.84%

0.15%

$80.07

+0.34%

$27.37 B

1.69%

$1.36

14.17%

3.96%

9.88%

9.15%

0.19%

Fidelity Mid Cap Index Fund

FSMDX | Fund | Other

$30.76

+1.22%

$27.04 B

2.14%

$0.66

13.02%

4.45%

9.97%

9.45%

0.03%

$521.60

-0.03%

$18.61 B

1.45%

$7.56

11.35%

4.83%

9.60%

9.13%

-

$76.70

+1.05%

$9.48 B

1.78%

$1.36

10.35%

2.75%

8.22%

8.81%

0.04%

$15.38

+1.25%

$7.89 B

1.62%

$0.25

9.34%

1.70%

8.66%

7.68%

0.68%

Vanguard Strategic Equity Fund

VSEQX | Fund | Investor

$35.25

+0.54%

$7.03 B

1.48%

$0.52

13.14%

7.48%

10.82%

9.73%

0.17%

$50.10

+0.04%

$6.80 B

1.50%

$0.75

11.70%

5.06%

9.59%

8.57%

0.03%

$54.03

+1.22%

$3.08 B

1.37%

$0.74

10.45%

5.11%

10.11%

-

0.42%

$96.54

+1.46%

$2.95 B

1.84%

$1.78

10.90%

5.61%

9.73%

9.30%

0.10%

Mid Cap Index Fund

VMIDX | Fund | Other

$26.59

+1.53%

$2.82 B

0.00%

-

11.16%

4.67%

4.53%

2.71%

0.36%

MID CAP INDEX FUND

NOMIX | Fund | Other

$20.54

+0.15%

$1.79 B

1.66%

$0.34

11.67%

4.98%

9.73%

9.24%

0.16%

$20.69

+0.15%

$1.74 B

0.00%

-

11.63%

-

-

-

0.14%

$14.06

+1.22%

$1.67 B

2.25%

$0.31

14.01%

4.03%

9.98%

-

0.06%

$13.96

+1.23%

$1.67 B

1.98%

$0.27

11.87%

3.19%

9.31%

-

0.36%

$14.02

+1.23%

$1.67 B

2.21%

$0.31

13.91%

3.97%

9.92%

-

0.09%

$25.96

+0.04%

$1.63 B

0.91%

$0.23

18.80%

0.15%

5.30%

6.13%

0.97%

$73.87

+0.60%

$1.50 B

3.46%

$2.56

2.20%

6.13%

7.73%

-

0.40%

$6.27

+0.32%

$1.47 B

0.69%

$0.04

11.66%

3.52%

9.85%

-

0.15%

$87.24

+0.25%

$1.43 B

1.94%

$1.69

13.30%

1.27%

-

-

0.07%

$100.93

+3.22%

$1.37 B

0.65%

$0.66

37.67%

12.52%

16.84%

12.42%

0.33%

$12.38

+0.16%

$1.35 B

1.42%

$0.18

10.19%

1.89%

8.34%

-

-

$69.85

+0.10%

$1.14 B

1.44%

$1.01

31.27%

9.95%

-

-

0.09%

Schwab U.S. Mid-Cap Index Fund

SWMCX | Fund | Other

$60.83

+0.31%

$1.11 B

1.45%

$0.88

14.25%

4.09%

10.00%

-

0.04%

$105.18

+1.04%

$1.00 B

1.67%

$1.76

11.97%

5.58%

10.23%

8.81%

0.60%

$54.36

+0.34%

$844.93 M

1.80%

$0.98

0.75%

4.49%

3.90%

8.54%

0.25%

$9.93

+1.02%

$757.65 M

1.33%

$0.13

8.00%

1.74%

7.70%

5.65%

0.72%

$57.30

+0.84%

$717.88 M

1.57%

$0.90

9.51%

7.05%

8.76%

8.65%

0.38%

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