Large Cap Blend

Why invest in Large Cap Blend

Primarily invest in companies with market values greater than $10 billion.  Blend funds target value appreciation through capital gains(growth characteristic) and a steady stream of revenue (value trait). They are very well diversified as they hold large number of companies from both the growth and value universes.  Blend funds offer best of both the worlds of growth and value funds.

Key indicators to consider before investing 

Top 5 ETF’s by Market Capitalization

Name of the Fund Ticker Symbol /Total AUM* Year of Inception Expense Ratio
 SPDR S&P 500   SPY  01/22/1993  0.11%
 iShares S&P 500   IVV  05/15/2000  0.04%
 Vanguard Total Stock Market   VTI  05/24/2001  0.05%
 Vanguard 500   VOO  09/07/2010  0.05%
 iShares Russell 1000   IWB  05/15/2000  0.15%

 

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