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Large Blend ETFs

Large-blend funds are fairly representative of the overall U.S. stock market in size, growth rates, and price. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large cap. The blend style is assigned to portfolios where neither growth nor value characteristics predominate. These portfolios tend to invest across the spectrum of U.S. industries, and owing to their broad exposure, the portfolios’ returns are often similar to those of the S&P 500 Index.

Name
Ticker
Price/Fair Value
Adjusted Expense Ratio %
Return Rank in Category 1Y %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Active or Passive
1.67
0.750
19
Active
5.85
0.750
13
Active
3.21
0.900
Active
7.98
0.270
9
34
52
Passive
9.32
0.670
Active
5.64
0.850
Active
6.26
0.600
32
Passive
5.52
0.150
46
Active
0.66
0.490
96
81
Passive
5.73
0.900
100
Active
0.450
Passive
1.05
0.330
Active
2.14
0.610
98
92
92
Active
4.22
0.450
52
Passive
9.45
0.110
58
32
34
Active
0.52
0.050
64
Passive
5.39
0.590
16
28
15
Active
1.14
0.290
25
35
33
Passive
0.58
0.290
13
Passive
0.700
Active
6.18
0.600
Passive
4.78
0.600
Passive
7.32
0.500
32
Passive
1.94
0.650
Active
3.68
1.150
67
Passive
4.54
0.350
95
67
Passive
5.04
0.850
Passive
0.17
0.550
4
81
61
Passive
5.98
0.040
63
31
Passive
2.76
0.330
21
2
1
Passive

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