Financial Literacy

Large cap funds offer a lot of appeal for investors. But beyond name recognition, large cap funds offer a plethora of other benefits.

The goal of large cap ETFs is to provide stability, while growing your investment at a rate that outpaces inflation. Here’s a closer look at large cap ETFs.

The Vanguard Mid Cap Index maintains a five-star Morningstar Return Rating and has seen positive returns for 15 out of the last 20 years.

The S&P SmallCap 600 Index is a cap-weighted index fund that widens the parameters of traditional small cap consideration.

Mid cap mutual funds have a specific focus on mid cap companies within the $2 billion to $10 billion range on the market.

The CRSP US Small Cap Index focuses on the smallest public companies, tracking price movements in a cap-weighted capacity.

Small cap futures are a speculative investment in hopes of capitalizing on the appreciation of a specific stock or index investment.

A small cap stock index is for investors who like the appeal of small cap stocks and want to capitalize on their potential upside.