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U.S. Small-Cap Equity

U.S. small-cap equity funds and ETFs are funds that own stocks on... U.S. small-cap equity funds and ETFs are funds that own stocks on the smaller end in terms of market capitalization. They invest most of their assets in companies with market caps of $300 million to $3 billion. These funds can be actively managed or indexed and may pursue various strategies to achieve returns. For example, a small cap manager may prioritize value over growth, or vice versa. They can invest in a wide range of sectors. However, the most common are financial services, health technology, technology services, and producer manufacturing. Some investors gravitate to U.S. small caps because of the potential for higher capital appreciation. Many U.S. mid cap
or large cap stocks were once small caps, and saw their market value rise alongside soaring revenues, profits, and valuations. The small cap segment includes many companies that are in their infancy, and developing innovative services or products. However, compared to large cap companies, small cap companies are more riskier in nature, feature lower credit ratings and demonstrate relatively lower profitability as they deploy capital to grow their business.
U.S. small-cap equity funds and ETFs may be appropriate for more aggressive investors who seek returns that are higher than the market average. Among these funds, those with more diversified portfolios are usually a safer bet than those which concentrate their holdings in fewer stocks. Last Updated: 04/15/2024 View more View less

U.S. small-cap equity funds and ETFs are funds that own stocks on the smaller end in terms of market capitalization. They invest most of their assets in companies with market caps of $300... U.S. small-cap equity funds and ETFs are funds that own stocks on the smaller end in terms of market capitalization. They invest most of their assets in companies with market caps of $300 million to $3 billion. These funds can be actively managed or indexed and may pursue various strategies to achieve returns. For example, a small cap manager may prioritize value over growth, or vice versa. They can invest in a wide range of sectors. However, the most common are financial services, health technology, technology services, and producer manufacturing. Some investors gravitate to U.S. small caps because of the potential for higher capital appreciation. Many U.S. mid cap
or large cap stocks were once small caps, and saw their market value rise alongside soaring revenues, profits, and valuations. The small cap segment includes many companies that are in their infancy, and developing innovative services or products. However, compared to large cap companies, small cap companies are more riskier in nature, feature lower credit ratings and demonstrate relatively lower profitability as they deploy capital to grow their business.
U.S. small-cap equity funds and ETFs may be appropriate for more aggressive investors who seek returns that are higher than the market average. Among these funds, those with more diversified portfolios are usually a safer bet than those which concentrate their holdings in fewer stocks. Last Updated: 04/15/2024 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 4/12/24

$216.95

-1.73%

$145.28 B

1.99%

$4.31

16.60%

1.34%

8.15%

8.86%

0.05%

$104.51

-1.51%

$77.41 B

1.08%

$1.13

10.35%

0.13%

7.16%

8.61%

0.06%

$198.69

-1.78%

$65.46 B

1.48%

$2.94

14.12%

-2.55%

6.13%

7.46%

0.19%

$181.77

-1.42%

$52.94 B

2.54%

$4.62

17.66%

4.98%

8.62%

8.68%

0.07%

$79.61

-1.91%

$38.36 B

2.09%

$1.66

21.72%

-1.65%

8.72%

9.18%

0.03%

$247.95

-1.95%

$34.34 B

1.00%

$2.47

15.24%

-3.66%

6.64%

8.59%

0.07%

Fidelity Small Cap Index Fund

FSSNX | Fund | Other

$24.85

-1.93%

$26.33 B

2.21%

$0.55

13.36%

-2.05%

6.33%

7.68%

0.03%

$46.62

-1.81%

$16.50 B

2.00%

$0.93

13.27%

-1.16%

6.74%

7.70%

0.04%

$150.38

-1.45%

$12.12 B

2.39%

$3.59

12.60%

0.05%

5.99%

6.56%

0.24%

$255.36

-2.10%

$11.67 B

0.91%

$2.33

13.22%

-4.85%

5.55%

7.97%

0.24%

$88.86

-1.41%

$10.86 B

1.97%

$1.75

21.53%

8.92%

-

-

0.25%

$40.71

-1.43%

$10.54 B

2.93%

$1.19

10.36%

0.22%

7.12%

8.13%

0.03%

$46.53

-1.63%

$9.73 B

1.41%

$0.66

23.65%

5.77%

14.28%

-

0.59%

$15.42

-1.72%

$9.69 B

1.57%

$0.25

17.72%

0.88%

8.60%

8.89%

0.68%

$80.32

-1.83%

$9.39 B

2.00%

$1.60

13.29%

-2.11%

6.29%

7.57%

0.10%

$54.13

-1.64%

$7.95 B

1.87%

$1.01

13.69%

3.38%

8.54%

8.49%

0.25%

$58.98

-1.57%

$7.57 B

1.15%

$0.68

13.52%

-

-

-

0.26%

$27.55

+0.36%

$7.18 B

0.73%

$0.20

10.41%

0.43%

7.47%

-

0.69%

$96.17

-1.70%

$7.02 B

0.91%

$0.87

6.09%

-0.39%

6.30%

7.40%

0.18%

Schwab Small-Cap Index Fund

SWSSX | Fund | Other

$32.89

+0.70%

$5.97 B

1.47%

$0.49

15.52%

-1.48%

6.71%

7.79%

0.04%

$124.78

-1.42%

$5.91 B

0.91%

$1.13

15.16%

-0.24%

7.36%

9.26%

0.18%

$14.57

-1.75%

$5.47 B

1.02%

$0.15

21.19%

4.62%

10.26%

9.37%

-

$96.01

-1.39%

$4.80 B

1.52%

$1.46

10.40%

0.14%

7.19%

8.60%

0.10%

$77.64

-1.65%

$3.91 B

3.22%

$2.50

5.21%

0.18%

6.42%

7.54%

0.15%

$83.28

-1.48%

$3.35 B

1.30%

$1.09

15.15%

-0.18%

7.44%

9.35%

0.15%

$28.45

-1.52%

$2.90 B

1.61%

$0.46

16.12%

-

-

-

0.31%

$22.79

-1.89%

$2.81 B

3.18%

$0.73

13.13%

-2.15%

6.25%

7.28%

0.07%

$22.64

-1.91%

$2.81 B

2.64%

$0.60

12.80%

-2.45%

5.93%

-

0.38%

$22.72

-1.94%

$2.81 B

2.62%

$0.59

12.80%

-2.45%

5.92%

6.99%

0.40%

$22.71

-1.90%

$2.81 B

3.09%

$0.70

13.07%

-2.19%

6.19%

7.22%

0.12%

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