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U.S. Large-Cap Blend Equity

U.S. large-cap blend mutual funds and ETFs invest in a mix of... U.S. large-cap blend mutual funds and ETFs invest in a mix of large-cap value and growth stocks. U.S. large-cap stocks are typically defined as those in the top 70% of market capitalization. Another defining feature of large-cap stocks is that they usually have a market capitalization greater than US$10 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. Meanwhile, U.S. large-cap 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. U.S. large-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. Last Updated: 03/19/2024 View more View less

U.S. large-cap blend mutual funds and ETFs invest in a mix of large-cap value and growth stocks. U.S. large-cap stocks are typically defined as those in the top 70% of market... U.S. large-cap blend mutual funds and ETFs invest in a mix of large-cap value and growth stocks. U.S. large-cap stocks are typically defined as those in the top 70% of market capitalization. Another defining feature of large-cap stocks is that they usually have a market capitalization greater than US$10 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. Meanwhile, U.S. large-cap 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. U.S. large-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. 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

$253.71

-0.59%

$1.30 T

1.58%

$4.01

32.05%

8.99%

13.59%

11.92%

0.03%

$231.64

-0.56%

$1.30 T

1.58%

$3.66

32.05%

8.98%

13.60%

-

0.02%

$251.00

-0.65%

$866.52 B

1.53%

$3.85

32.71%

11.05%

14.46%

-

0.01%

$470.01

-0.69%

$866.52 B

1.53%

$7.20

32.70%

11.00%

14.42%

12.63%

0.03%

Fidelity 500 Index Fund

FXAIX | Fund | Other

$178.11

-0.64%

$414.30 B

1.58%

$2.81

32.72%

11.04%

14.45%

12.60%

0.02%

$509.83

-0.99%

$400.96 B

1.50%

$7.62

33.15%

10.96%

14.39%

12.57%

-

$513.23

-0.81%

$339.93 B

1.50%

$7.70

32.64%

10.97%

14.43%

12.63%

0.03%

$15.94

-0.62%

$80.82 B

1.38%

$0.22

33.67%

9.59%

14.36%

-

0.60%

$179.17

-0.46%

$78.76 B

2.04%

$3.66

23.31%

9.32%

12.55%

11.28%

0.06%

Fidelity Total Market Index Fund

FSKAX | Fund | Other

$140.90

-0.57%

$74.01 B

0.04%

$0.06

32.09%

8.98%

13.58%

11.91%

0.02%

Schwab S&P 500 Index Fund

SWPPX | Fund | Other

$78.67

-0.64%

$71.36 B

1.33%

$1.05

32.69%

11.02%

14.43%

12.61%

0.02%

$16.78

-0.59%

$55.63 B

0.02%

$0.00

32.08%

8.99%

-

-

-

Strategic Advisers Large Cap Fund

FALCX | Fund | Other

$12.77

-0.62%

$50.94 B

0.71%

$0.09

35.04%

11.11%

-

-

0.49%

Vanguard Dividend Growth Fund

VDIGX | Fund | Investor

$38.93

-0.56%

$49.22 B

1.73%

$0.67

17.57%

9.33%

11.83%

11.15%

0.30%

$112.46

-0.64%

$43.50 B

1.68%

$1.89

32.03%

8.96%

13.55%

12.04%

0.03%

$164.42

-0.19%

$40.47 B

1.48%

$2.44

21.23%

6.71%

11.50%

10.35%

0.20%

$234.75

-0.70%

$40.42 B

1.55%

$3.64

33.34%

10.23%

14.32%

12.50%

0.04%

$60.66

-0.66%

$32.39 B

1.47%

$0.89

33.19%

9.48%

14.32%

12.53%

0.03%

$161.48

-0.94%

$30.71 B

0.24%

$0.39

37.59%

11.93%

14.54%

12.81%

0.15%

$600.86

-0.65%

$29.75 B

1.15%

$6.92

32.24%

10.57%

14.01%

12.24%

0.35%

$601.20

-0.65%

$29.75 B

1.38%

$8.27

32.57%

10.82%

14.28%

12.52%

0.10%

$601.43

-0.65%

$29.75 B

1.45%

$8.73

32.69%

11.03%

-

-

0.01%

$600.28

-0.65%

$29.75 B

1.15%

$6.92

32.25%

10.66%

14.07%

-

0.35%

$600.96

-0.65%

$29.75 B

1.27%

$7.62

32.42%

10.80%

14.22%

12.42%

0.22%

$281.08

-0.71%

$29.12 B

1.39%

$3.91

32.54%

9.74%

13.98%

12.21%

0.15%

$82.19

-0.21%

$28.08 B

2.09%

$1.72

19.76%

8.33%

9.08%

10.64%

0.15%

$59.55

-0.60%

$22.29 B

1.51%

$0.90

32.22%

8.44%

13.73%

12.04%

0.03%

$16.09

-0.86%

$19.87 B

1.10%

$0.18

34.53%

9.79%

13.96%

-

0.27%

$60.14

-0.71%

$19.42 B

1.47%

$0.88

32.68%

11.02%

14.44%

12.68%

0.02%

$86.59

-0.57%

$18.28 B

1.31%

$1.14

32.02%

8.94%

13.54%

11.86%

0.03%

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