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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: 03/19/2024 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: 03/19/2024 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 3/15/24

$220.01

-0.07%

$117.57 B

1.96%

$4.31

24.21%

2.10%

8.89%

8.30%

0.05%

$106.07

+0.37%

$77.41 B

1.07%

$1.13

15.74%

-0.07%

7.79%

8.09%

0.06%

$202.41

+0.19%

$52.13 B

1.45%

$2.94

19.98%

-2.24%

6.79%

6.82%

0.19%

Fidelity Small Cap Index Fund

FSSNX | Fund | Other

$25.27

+0.36%

$21.19 B

2.17%

$0.55

20.13%

-2.05%

6.99%

7.01%

0.03%

$47.31

+0.32%

$16.50 B

1.97%

$0.93

20.17%

-1.89%

7.53%

7.24%

0.04%

$41.28

+0.29%

$8.00 B

2.89%

$1.19

15.68%

-0.03%

7.73%

7.40%

0.03%

$54.81

+0.05%

$7.95 B

1.85%

$1.01

19.62%

3.29%

9.33%

8.08%

0.25%

$15.65

+0.06%

$7.89 B

1.57%

$0.25

23.45%

2.01%

9.47%

7.71%

0.68%

$27.16

+0.18%

$7.18 B

0.74%

$0.20

13.72%

0.14%

7.53%

-

0.69%

$81.80

+0.23%

$6.57 B

1.96%

$1.60

20.11%

-3.12%

7.10%

7.05%

0.10%

Schwab Small-Cap Index Fund

SWSSX | Fund | Other

$32.80

+0.37%

$5.23 B

1.48%

$0.49

20.06%

-2.10%

6.96%

6.91%

0.04%

$14.57

+0.41%

$4.55 B

1.02%

$0.15

25.96%

4.44%

10.73%

8.61%

-

$97.16

+0.38%

$4.00 B

1.50%

$1.46

15.72%

-0.80%

8.00%

8.22%

0.10%

$23.18

+0.43%

$2.81 B

3.13%

$0.73

19.98%

-2.14%

6.93%

6.61%

0.07%

$23.03

+0.39%

$2.81 B

2.59%

$0.60

19.61%

-2.43%

6.60%

-

0.38%

$23.12

+0.43%

$2.81 B

2.57%

$0.59

19.64%

-2.42%

6.60%

6.32%

0.40%

$23.09

+0.39%

$2.81 B

3.04%

$0.70

19.89%

-2.20%

6.86%

6.55%

0.12%

Fidelity Small Cap Discovery Fund

FSCRX | Fund | Other

$27.67

+0.62%

$2.36 B

0.21%

$0.06

26.59%

6.59%

11.01%

8.10%

1.05%

$37.73

+0.16%

$1.99 B

1.27%

$0.48

21.65%

2.93%

9.18%

7.84%

0.40%

Royce Value Trust Inc

XRVTX | Fund | Other

$16.39

+0.37%

$1.74 B

0.00%

-

14.06%

-7.47%

1.32%

3.34%

1.15%

$25.56

-0.51%

$1.63 B

0.92%

$0.23

28.95%

-1.23%

4.84%

5.77%

0.97%

$16.40

+0.18%

$1.62 B

1.38%

$0.23

19.81%

3.29%

9.34%

8.08%

0.25%

$12.59

+0.08%

$1.35 B

1.39%

$0.18

23.65%

1.69%

8.92%

-

-

$38.62

+0.23%

$1.32 B

1.44%

$0.56

20.86%

0.91%

9.05%

-

0.17%

$38.33

+0.31%

$1.29 B

1.14%

$0.44

26.29%

6.28%

10.82%

8.56%

0.26%

$17.15

+0.06%

$1.18 B

0.46%

$0.08

11.99%

4.81%

9.56%

8.60%

1.04%

Fidelity Small Cap Stock Fund

FSLCX | Fund | Other

$17.44

+0.23%

$1.11 B

0.03%

$0.01

23.62%

0.08%

7.59%

7.41%

0.74%

$12.20

+0.66%

$1.09 B

1.72%

$0.21

27.83%

8.16%

12.80%

9.45%

-

SMALL CAP INDEX FUND

NSIDX | Fund | Other

$13.45

+0.37%

$1.01 B

1.56%

$0.21

19.94%

-2.23%

6.71%

6.70%

0.17%

$39.82

+0.30%

$967.25 M

1.09%

$0.43

19.49%

0.06%

8.89%

-

0.31%

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

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