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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: 02/21/2024 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: 02/21/2024 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 2/20/24

$216.19

-0.92%

$117.57 B

1.99%

$4.31

8.47%

1.47%

8.47%

8.46%

0.05%

$106.32

-0.99%

$66.49 B

1.05%

$1.13

5.82%

1.60%

7.24%

8.58%

0.06%

$198.88

-1.38%

$52.13 B

1.46%

$2.94

7.70%

-2.81%

6.27%

7.00%

0.19%

Fidelity Small Cap Index Fund

FSSNX | Fund | Other

$25.15

-1.37%

$21.19 B

2.18%

$0.55

6.19%

-2.16%

6.78%

7.49%

0.03%

$47.23

-0.99%

$13.57 B

1.97%

$0.93

6.52%

-0.91%

7.18%

7.46%

0.04%

$41.83

-1.04%

$8.00 B

2.86%

$1.19

3.79%

2.01%

7.76%

7.95%

0.03%

$15.35

-0.90%

$7.89 B

1.60%

$0.25

8.35%

1.78%

9.03%

7.88%

0.68%

$27.62

-0.79%

$7.18 B

0.73%

$0.20

3.91%

1.64%

7.87%

-

0.69%

$81.46

-1.31%

$6.57 B

1.97%

$1.60

6.24%

-2.20%

6.64%

7.26%

0.10%

$54.86

-1.30%

$6.50 B

1.85%

$1.01

6.27%

5.32%

8.93%

8.47%

0.25%

Schwab Small-Cap Index Fund

SWSSX | Fund | Other

$32.64

-1.39%

$5.23 B

1.49%

$0.49

6.16%

-2.22%

6.74%

7.38%

0.04%

$14.39

-0.48%

$4.55 B

1.03%

$0.15

12.56%

4.13%

10.65%

8.90%

-

$98.29

-1.14%

$4.00 B

1.48%

$1.46

3.64%

1.93%

7.36%

8.67%

0.10%

$23.06

-1.41%

$2.81 B

3.15%

$0.73

6.04%

-2.26%

6.70%

7.08%

0.07%

$22.92

-1.42%

$2.81 B

2.61%

$0.60

5.73%

-2.55%

6.37%

-

0.38%

$22.98

-1.42%

$2.81 B

3.06%

$0.70

6.01%

-2.32%

6.64%

7.02%

0.12%

$23.01

-1.37%

$2.81 B

2.58%

$0.59

5.75%

-2.56%

6.38%

6.79%

0.40%

Fidelity Small Cap Discovery Fund

FSCRX | Fund | Other

$27.38

-0.83%

$2.36 B

0.21%

$0.06

11.21%

8.45%

10.49%

8.33%

1.03%

$37.71

-1.49%

$1.99 B

1.28%

$0.48

8.76%

3.73%

8.68%

8.30%

0.40%

Royce Value Trust Inc

XRVTX | Fund | Other

$16.58

-0.90%

$1.74 B

0.00%

-

2.09%

-7.21%

1.44%

3.74%

1.15%

$26.35

-0.75%

$1.63 B

0.89%

$0.23

16.21%

1.09%

5.93%

6.39%

0.97%

$16.41

-1.20%

$1.62 B

1.38%

$0.23

6.33%

5.28%

9.08%

8.58%

0.25%

$12.40

-0.88%

$1.35 B

1.41%

$0.18

8.36%

1.79%

8.61%

-

-

$37.94

-0.91%

$1.32 B

1.45%

$0.56

7.94%

0.79%

8.70%

-

0.17%

$37.86

-1.20%

$1.29 B

1.15%

$0.44

9.91%

7.26%

10.16%

9.01%

0.26%

$16.98

-0.53%

$1.18 B

0.47%

$0.08

1.36%

5.39%

9.30%

8.93%

1.04%

Fidelity Small Cap Stock Fund

FSLCX | Fund | Other

$17.41

-0.63%

$1.11 B

0.03%

$0.01

8.90%

0.42%

7.13%

7.71%

0.78%

$12.05

-0.82%

$1.09 B

1.74%

$0.21

11.73%

9.94%

12.30%

9.61%

-

SMALL CAP INDEX FUND

NSIDX | Fund | Other

$13.39

-1.33%

$1.01 B

1.57%

$0.21

6.06%

-2.34%

6.49%

7.17%

0.17%

$39.62

-0.78%

$967.25 M

1.10%

$0.43

4.91%

0.38%

8.78%

-

0.31%

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

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