Multi/Total Cap

Why invest in Multi/Total Cap 

Multi Cap funds focus on investing in entire spectrum of stock market. They  encompass the whole universe of stocks from smallest to largest companies .  They include very small public companies which are usually thinly traded . Provides diversification and can be used when the economy is in growth mode and stock markets are in upswing benefiting all companies.

Key indicators to consider before investing 

Economic headwinds


Top 5 ETF’s by Market Capitalization

Name of the Fund Ticker Symbol /Total AUM* Year of Inception Expense Ratio
Vanguard Total Stock Market  VTI 05/24/2001 0.04%
Schwab US Broad Market  SCHB 11/03/2009 0.02%
iShares Core S&P Total US STock Market   ITOT 01/20/2004 0.03%
 iShares Russell 3000  IWV 05/22/2000 0.20%
Vanguard Russell 3000  VTHR   09/20/2010  0.15%

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