Looking for broad exposure to the Large Cap Growth segment of the US equity market? You should consider the Fidelity Nasdaq Composite Index ETF (ONEQ), a passively managed exchange traded fund ...

They owe their origin to a graphical representation of a fund’s equity-style box. In addition to diversification ... the MSCI U.S. Small + Mid Cap 2200 Index while maintaining a risk profile ...

Investors looking for exposure to both value and growth stocks while seeking returns at a lower level of risk may consider large-cap blend mutual funds ... of their equity-style box.

Disciplined options overlay strategy: The fund writes (sells short) out-of-the-money (above the current price) call options on the Nasdaq-100 index. By writing options, the fund generates premium ...

Take the action in equity exchange-traded funds two weeks ago. Amid more whipsaw action in stocks that has typified 2025 ...

Although the metrics from the mutual fund’s June 2024 portfolio land squarely in the large-value portion of the Morningstar Style Box, very close ... the international-equity strategy committee.

Still, the portfolio has tended to fall in the blend section of the Morningstar Style Box ... lofty standard, the fund bounced back in 2023 and beat the Russell 1000 Index by half a percentage ...

These funds owe their origin to a graphical representation of a fund's equity-style box. Fidelity Advisor Mortgage ... to companies in the Russell Midcap Index or the S&P MidCap 400).