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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
2.23
0.890
2
Active
5.98
1.690
100
Active
2.40
0.750
Active
4.35
0.600
68
Passive
3.16
0.580
32
69
Passive
0.490
Passive
0.460
Passive
2.39
0.090
70
9
Passive
5.56
0.040
39
19
14
Passive
0.16
0.070
27
10
6
Passive
9.19
0.080
47
26
23
Passive
1.04
0.100
61
36
36
Passive
2.68
0.030
18
20
16
Passive
0.08
0.650
97
69
Passive
1.55
0.500
2
Passive
1.48
1.250
81
99
100
Active
5.96
0.280
62
67
68
Active
4.89
0.080
46
53
55
Passive
1.60
0.100
3
Passive
8.05
0.550
Active

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