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U.S. Small-Cap Blend Equity

U.S. small-cap blend mutual funds and ETFs invest in a mix of... U.S. small-cap blend mutual funds and ETFs invest in a mix of small-cap value and growth stocks. Small-cap stocks usually have a market capitalization under US$1 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. U.S. small-cap blend mutual funds and ETFs only invest in smaller companies, while others own a range of small and mid-sized companies but overall have a small-cap profile. U.S. small-cap blend mutual funds and ETFs can invest in a range of sectors. They may own energy, basic materials, pharmaceuticals, healthcare, technology, and financial services shares, among other industries. U.S. small-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. Overall, U.S. Small-Cap Blend funds are more volatile than blend funds focused on medium or larger companies. Last Updated: 05/28/2024 View more View less

U.S. small-cap blend mutual funds and ETFs invest in a mix of small-cap value and growth stocks. Small-cap stocks usually have a market capitalization under US$1 billion. Value stocks... U.S. small-cap blend mutual funds and ETFs invest in a mix of small-cap value and growth stocks. Small-cap stocks usually have a market capitalization under US$1 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. U.S. small-cap blend mutual funds and ETFs only invest in smaller companies, while others own a range of small and mid-sized companies but overall have a small-cap profile. U.S. small-cap blend mutual funds and ETFs can invest in a range of sectors. They may own energy, basic materials, pharmaceuticals, healthcare, technology, and financial services shares, among other industries. U.S. small-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. Overall, U.S. Small-Cap Blend funds are more volatile than blend funds focused on medium or larger companies. Last Updated: 05/28/2024 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 5/24/24

$222.59

+0.99%

$145.28 B

1.22%

$2.71

21.71%

1.81%

9.69%

8.86%

0.05%

$108.82

+0.94%

$77.41 B

1.20%

$1.31

17.30%

0.51%

9.21%

8.91%

0.06%

$205.44

+1.11%

$65.46 B

1.02%

$2.09

18.24%

-1.46%

7.80%

7.70%

0.19%

Fidelity Small Cap Index Fund

FSSNX | Fund | Other

$25.71

+1.06%

$26.33 B

2.13%

$0.55

18.62%

-1.61%

8.01%

7.74%

0.03%

$48.10

+0.97%

$16.50 B

0.90%

$0.43

19.03%

-0.48%

8.34%

7.84%

0.04%

$42.36

+0.86%

$10.54 B

1.36%

$0.58

17.27%

0.22%

9.08%

8.25%

0.03%

$15.74

+0.96%

$9.69 B

0.13%

$0.02

22.69%

1.68%

10.43%

8.41%

0.63%

$83.07

+1.08%

$9.39 B

0.84%

$0.70

18.50%

-1.33%

7.98%

7.79%

0.10%

$55.86

+0.90%

$7.95 B

1.11%

$0.62

20.41%

2.44%

10.48%

8.42%

0.25%

DELAWARE SMALL CAP CORE FUND

DCZRX | Fund | Other

$27.94

+0.79%

$7.43 B

0.72%

$0.20

14.31%

0.22%

8.79%

-

0.72%

Schwab Small-Cap Index Fund

SWSSX | Fund | Other

$33.37

+1.03%

$5.97 B

1.45%

$0.49

18.60%

-1.67%

7.97%

7.64%

0.04%

$15.18

+1.07%

$5.47 B

0.97%

$0.15

27.42%

5.86%

12.04%

9.73%

-

$99.84

+0.78%

$4.80 B

1.46%

$1.46

17.17%

0.49%

9.22%

8.89%

0.10%

$23.49

+1.03%

$2.78 B

2.99%

$0.70

18.38%

-1.42%

7.87%

7.43%

0.13%

$23.50

+1.03%

$2.78 B

2.53%

$0.59

18.10%

-1.67%

7.60%

7.20%

0.42%

$23.41

+1.04%

$2.78 B

2.55%

$0.60

18.07%

-2.02%

7.60%

-

0.38%

$23.58

+1.07%

$2.78 B

3.08%

$0.73

18.48%

-1.36%

7.93%

7.49%

0.07%

Fidelity Small Cap Discovery Fund

FSCRX | Fund | Other

$27.53

+0.84%

$2.73 B

0.21%

$0.06

21.90%

4.25%

11.38%

8.04%

1.05%

$38.88

+0.67%

$2.31 B

0.89%

$0.34

22.97%

2.83%

10.81%

8.50%

0.40%

Royce Value Trust Inc

XRVTX | Fund | Other

$17.21

+1.06%

$1.74 B

0.00%

-

15.19%

-6.70%

2.93%

4.15%

1.15%

$26.42

+0.46%

$1.63 B

0.89%

$0.23

23.20%

-0.19%

6.82%

6.01%

0.97%

$16.76

+0.90%

$1.62 B

1.35%

$0.23

20.53%

2.43%

10.48%

8.44%

0.25%

$39.15

+0.93%

$1.58 B

1.10%

$0.43

19.15%

0.93%

9.91%

-

0.17%

$12.70

+0.87%

$1.53 B

1.38%

$0.18

20.76%

0.88%

9.67%

-

-

$39.35

+0.82%

$1.53 B

1.11%

$0.44

25.73%

6.01%

12.45%

9.22%

0.26%

$17.48

+0.34%

$1.29 B

0.45%

$0.08

14.22%

4.76%

10.16%

9.40%

1.03%

$12.12

+0.83%

$1.28 B

1.73%

$0.21

22.51%

5.78%

12.98%

9.35%

-

Fidelity Small Cap Stock Fund

FSLCX | Fund | Other

$17.84

+0.79%

$1.18 B

0.03%

$0.01

22.97%

-0.16%

7.59%

7.79%

0.74%

$40.22

+1.06%

$1.17 B

1.08%

$0.43

17.11%

-0.48%

9.46%

-

0.31%

SMALL CAP INDEX FUND

NSIDX | Fund | Other

$13.68

+1.03%

$1.13 B

1.54%

$0.21

18.47%

-1.47%

7.71%

7.58%

0.17%

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

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