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U.S.

U.S. mutual funds and ETFs invest in a wide range of asset... U.S. mutual funds and ETFs invest in a wide range of asset classes in the U.S. Depending on their mandate, these funds may invest in equities, fixed income, commodities, and alternatives. However, equities and fixed income are the most common asset classes. These funds cover a wide range of stocks across all sectors of the market as well as market caps and share classes. They can be indexed or actively managed. The U.S. economy, the world’s largest by nominal Gross Domestic Product as of 2022, is characterized by a strong emphasis on free markets, a highly developed financial system, and a large reliance on services and consumption. At nearly 21%, investment as a share of the economy is slightly below its long-run average going back to 1947. Manufactured goods, agricultural products, and fuels are key exports. As a developed market economy, U.S. mutual funds and ETFs are often purchased by conservative-minded investors. Last Updated: 12/24/2024 View more View less

U.S. mutual funds and ETFs invest in a wide range of asset classes in the U.S. Depending on their mandate, these funds may invest in equities, fixed income, commodities, and alternatives. However, equities... U.S. mutual funds and ETFs invest in a wide range of asset classes in the U.S. Depending on their mandate, these funds may invest in equities, fixed income, commodities, and alternatives. However, equities and fixed income are the most common asset classes. These funds cover a wide range of stocks across all sectors of the market as well as market caps and share classes. They can be indexed or actively managed. The U.S. economy, the world’s largest by nominal Gross Domestic Product as of 2022, is characterized by a strong emphasis on free markets, a highly developed financial system, and a large reliance on services and consumption. At nearly 21%, investment as a share of the economy is slightly below its long-run average going back to 1947. Manufactured goods, agricultural products, and fuels are key exports. As a developed market economy, U.S. mutual funds and ETFs are often purchased by conservative-minded investors. Last Updated: 12/24/2024 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 12/23/24
Vanguard Group, Inc. - Vanguard Total Stock Market ETF

VTI | ETF |

$293.28

+1.14%

$1.84 T

1.28%

$3.76

25.20%

8.45%

14.05%

12.49%

0.03%

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

VOO | ETF |

$545.04

+1.13%

$1.37 T

1.28%

$6.95

26.46%

9.54%

14.85%

13.04%

0.03%

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY | ETF |

$594.69

+0.60%

$627.77 B

1.33%

$7.86

27.16%

9.71%

14.85%

13.05%

-

Fidelity 500 Index Fund

FXAIX | Fund | Other

$205.83

+0.74%

$592.67 B

1.25%

$2.57

26.00%

9.64%

14.69%

13.07%

0.02%

iShares Core S&P 500 ETF

IVV | ETF |

$597.64

+0.73%

$577.04 B

1.43%

$8.54

27.32%

9.79%

14.90%

13.18%

0.03%

Invesco QQQ Trust, Series 1

QQQ | ETF |

$518.66

+0.87%

$316.62 B

0.52%

$2.71

27.62%

10.00%

20.40%

18.32%

0.20%

Vanguard Total Bond Market Index Fund

BND | ETF |

$72.21

+0.31%

$314.28 B

3.88%

$2.80

2.02%

-2.27%

-0.23%

1.44%

0.03%

Vanguard Growth Index Fund

VUG | ETF |

$417.78

+1.08%

$281.73 B

0.51%

$2.14

35.02%

9.90%

18.86%

15.85%

0.04%

Vanguard Mid-Cap Index Fund

VO | ETF |

$267.92

+1.60%

$174.68 B

1.63%

$4.37

17.01%

3.59%

10.17%

9.58%

0.04%

Vanguard Small-Cap Index Fund

VB | ETF |

$242.75

+1.15%

$167.26 B

1.49%

$3.61

14.66%

4.16%

9.41%

9.14%

0.05%

Vanguard Value Index Fund

VTV | ETF |

$170.29

+1.17%

$162.66 B

2.30%

$3.92

16.73%

7.98%

9.94%

9.86%

0.04%

Strategic Advisers Fidelity U.S. Total Stock Fund

FCTDX | Fund | Other

$17.91

+1.07%

$136.44 B

0.67%

$0.12

23.81%

8.89%

14.48%

-

0.56%

iShares Core U.S. Aggregate Bond ETF

AGG | ETF |

$96.66

-0.31%

$120.58 B

3.93%

$3.80

1.49%

-2.47%

-0.40%

1.34%

0.03%

Schwab S&P 500 Index Fund

SWPPX | Fund | Other

$91.00

+1.09%

$111.14 B

1.23%

$1.11

26.41%

9.52%

14.73%

13.02%

0.02%

Fidelity Total Market Index Fund

FSKAX | Fund | Other

$162.65

+0.10%

$107.41 B

0.32%

$0.52

24.04%

8.37%

13.83%

12.55%

0.02%

Vanguard Dividend Appreciation Index Fund

VIG | ETF |

$197.12

-0.10%

$106.01 B

1.78%

$3.50

18.37%

7.35%

11.70%

11.32%

0.06%

iShares Russell 1000 Growth ETF

IWF | ETF |

$411.45

+1.01%

$104.00 B

0.41%

$1.70

36.56%

11.28%

19.41%

16.78%

0.19%

iShares Core S&P Mid-Cap ETF

IJH | ETF |

$62.52

+0.26%

$101.32 B

1.71%

$1.07

14.08%

5.54%

10.39%

9.63%

0.05%

Vanguard Extended Market Index Fund

VXF | ETF |

$192.94

+1.36%

$100.44 B

1.19%

$2.31

18.32%

2.93%

10.15%

9.58%

0.06%

iShares Core S&P Small-Cap ETF

IJR | ETF |

$115.63

-0.17%

$94.71 B

3.94%

$4.55

8.94%

2.33%

8.29%

9.00%

0.06%

Vanguard Target Retirement 2035 Fund

VTTHX | Fund | Investor

$24.80

+0.53%

$93.42 B

2.22%

$0.55

12.75%

3.40%

7.33%

7.47%

0.08%

Vanguard Target Retirement 2030 Fund

VTHRX | Fund | Investor

$39.36

+0.46%

$90.61 B

2.34%

$0.92

11.57%

2.81%

6.55%

6.89%

0.08%

Vanguard Target Retirement 2040 Fund

VFORX | Fund | Investor

$44.50

+0.54%

$82.64 B

2.11%

$0.94

13.92%

3.99%

8.11%

8.04%

0.08%

Vanguard Information Technology Index Fund

VGT | ETF |

$637.45

+0.92%

$81.16 B

0.49%

$3.11

32.67%

12.61%

22.16%

20.82%

0.10%

iShares Russell 2000 ETF

IWM | ETF |

$221.41

-0.23%

$80.96 B

1.25%

$2.78

11.19%

1.28%

7.22%

7.81%

0.19%

Vanguard Target Retirement 2045 Fund

VTIVX | Fund | Investor

$30.48

+0.63%

$79.93 B

2.00%

$0.61

15.07%

4.55%

8.89%

8.53%

0.08%

Strategic Advisers U.S. Total Stock Fund

FSAKX | Fund | Other

$10.40

+1.07%

$77.43 B

0.92%

$0.10

-

-

-

-

0.49%

Vanguard High Dividend Yield Index Fund

VYM | ETF |

$127.77

+0.51%

$76.48 B

3.03%

$3.86

18.48%

8.23%

9.80%

9.63%

0.06%

Vanguard Target Retirement 2025 Fund

VTTVX | Fund | Investor

$20.16

+0.40%

$76.46 B

2.51%

$0.51

10.24%

2.24%

5.76%

6.30%

0.08%

Vanguard Target Retirement 2050 Fund

VFIFX | Fund | Investor

$51.14

+0.63%

$75.87 B

1.93%

$0.98

15.87%

4.94%

9.19%

8.68%

0.08%

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