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U.S. Blend Equity

U.S. blend mutual funds and ETFs invest in a mix of value... U.S. blend mutual funds and ETFs invest in a mix of value and growth stocks. Depending on their mandate, they may invest in equities of varying market capitalizations (small, medium, and large), sectors, as well as specific investment strategies. 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, U.S. blend mutual funds and ETFs can invest in stocks from a range of sectors, but often have significant holdings in information technology, consumer discretionary/consumer staples, energy, healthcare, and financial services. Funds and ETFs with a greater concentration in value stocks will tend to exhibit less volatility than funds 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: 11/22/2024 View more View less

U.S. blend mutual funds and ETFs invest in a mix of value and growth stocks. Depending on their mandate, they may invest in equities of varying market capitalizations (small, medium, and large), sectors,... U.S. blend mutual funds and ETFs invest in a mix of value and growth stocks. Depending on their mandate, they may invest in equities of varying market capitalizations (small, medium, and large), sectors, as well as specific investment strategies. 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, U.S. blend mutual funds and ETFs can invest in stocks from a range of sectors, but often have significant holdings in information technology, consumer discretionary/consumer staples, energy, healthcare, and financial services. Funds and ETFs with a greater concentration in value stocks will tend to exhibit less volatility than funds 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: 11/22/2024 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 11/22/24
Vanguard Group, Inc. - Vanguard Total Stock Market ETF

VTI | ETF |

$295.05

+0.70%

$1.55 T

1.18%

$3.48

32.95%

8.72%

15.06%

12.69%

0.03%

Vanguard Group, Inc. - Vanguard S&P 500 ETF

VOO | ETF |

$545.64

+0.50%

$1.28 T

1.20%

$6.55

32.34%

9.94%

15.63%

13.17%

0.03%

Fidelity 500 Index Fund

FXAIX | Fund | Other

$207.67

+0.35%

$592.67 B

1.24%

$2.57

32.83%

10.05%

15.74%

13.19%

0.02%

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY | ETF |

$595.51

+0.31%

$533.35 B

1.17%

$6.98

32.65%

9.96%

15.66%

13.15%

-

iShares Core S&P 500 ETF

IVV | ETF |

$598.45

+0.33%

$462.04 B

1.49%

$8.94

32.79%

10.03%

15.75%

13.23%

0.03%

Vanguard Mid-Cap Index Fund

VO | ETF |

$279.28

+1.37%

$174.68 B

1.36%

$3.79

31.67%

4.71%

11.79%

10.18%

0.04%

Vanguard Small-Cap Index Fund

VB | ETF |

$253.78

+1.60%

$145.28 B

1.11%

$2.82

33.92%

4.70%

11.28%

9.78%

0.05%

Strategic Advisers Fidelity U.S. Total Stock Fund

FCTDX | Fund | Other

$18.27

+0.50%

$136.44 B

0.66%

$0.12

32.93%

9.52%

15.85%

-

0.56%

Schwab S&P 500 Index Fund

SWPPX | Fund | Other

$92.26

+0.54%

$104.15 B

1.14%

$1.05

32.34%

9.90%

15.64%

13.16%

0.02%

Fidelity Total Market Index Fund

FSKAX | Fund | Other

$166.25

+0.53%

$100.61 B

0.31%

$0.52

33.85%

8.97%

15.18%

12.75%

0.02%

Vanguard Dividend Appreciation Index Fund

VIG | ETF |

$202.46

+0.73%

$93.72 B

1.65%

$3.34

26.07%

8.57%

12.90%

11.73%

0.06%

iShares Core S&P Mid-Cap ETF

IJH | ETF |

$66.84

+1.69%

$80.56 B

1.43%

$0.96

33.05%

6.85%

12.67%

10.44%

0.05%

iShares Core S&P Small-Cap ETF

IJR | ETF |

$125.05

+1.68%

$77.41 B

1.65%

$2.06

32.19%

3.59%

11.00%

10.01%

0.06%

Fidelity Series Total Market Index Fund

FCFMX | Fund | Other

$19.80

+0.56%

$75.69 B

0.36%

$0.07

33.87%

9.00%

-

-

-

iShares Russell 2000 ETF

IWM | ETF |

$238.77

+1.85%

$65.46 B

1.26%

$3.01

35.73%

2.46%

10.01%

8.88%

0.19%

Invesco S&P 500 Equal Weight ETF

RSP | ETF |

$184.08

+1.26%

$54.69 B

1.51%

$2.78

27.69%

6.59%

12.41%

10.55%

0.20%

iShares Core S&P Total U.S. Stock Market ETF

ITOT | ETF |

$131.65

+0.47%

$54.28 B

1.41%

$1.86

33.70%

8.93%

15.16%

12.78%

0.03%

Vanguard Dividend Growth Fund

VDIGX | Fund | Investor

$40.88

+0.86%

$52.61 B

0.00%

-

16.73%

6.11%

10.76%

10.78%

0.29%

Vanguard Large-Cap Index Fund

VV | ETF |

$273.33

+0.59%

$49.12 B

1.17%

$3.20

32.76%

9.42%

15.61%

13.13%

0.04%

iShares MSCI USA Quality Factor ETF

QUAL | ETF |

$182.75

+0.37%

$41.45 B

1.19%

$2.17

30.90%

9.56%

15.07%

13.18%

0.15%

Schwab U.S. Large-Cap ETF

SCHX | ETF |

$23.65

+0.47%

$40.18 B

1.16%

$0.28

33.73%

9.50%

15.64%

13.13%

0.03%

Fidelity Mid Cap Index Fund

FSMDX | Fund | Other

$36.40

+1.34%

$36.34 B

0.07%

$0.02

32.78%

5.64%

11.84%

10.26%

0.03%

iShares Russell 1000 ETF

IWB | ETF |

$328.90

+0.45%

$34.55 B

1.30%

$4.27

33.41%

9.35%

15.43%

12.93%

0.15%

SPDR® Portfolio S&P 500 ETF

SPLG | ETF |

$69.83

+0.52%

$32.17 B

1.24%

$0.86

32.34%

9.96%

15.66%

13.17%

0.02%

iShares Russell Mid-Cap ETF

IWR | ETF |

$94.53

+1.11%

$31.97 B

1.58%

$1.50

34.03%

5.85%

11.92%

10.10%

0.19%

Schwab U.S. Broad Market ETF

SCHB | ETF |

$23.23

+0.48%

$27.01 B

1.19%

$0.28

33.80%

9.00%

15.22%

12.75%

0.03%

Fidelity Small Cap Index Fund

FSSNX | Fund | Other

$29.54

+1.65%

$26.87 B

0.23%

$0.07

33.65%

2.13%

9.83%

8.89%

0.03%

Schwab Total Stock Market Index Fund

SWTSX | Fund | Other

$101.80

+0.70%

$25.67 B

1.13%

$1.14

33.07%

8.74%

15.01%

12.64%

0.03%

Six Circles U.S. Unconstrained Equity Fund

CUSUX | Fund | Other

$18.93

+0.37%

$25.29 B

0.00%

-

31.82%

8.36%

16.10%

-

0.27%

Fidelity ZERO Total Market Index Fund

FZROX | Fund | Other

$21.01

+0.53%

$23.88 B

0.02%

$0.00

33.78%

9.20%

15.30%

-

-

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