Hay Stack _ whole and find

Large Blend Editors' Picks

Hay Stack _ whole and find

For large blend, we suggest the following funds that offer both value and growth. Most are S&P 500 funds. Click on any fund name for more details, the funds are not listed in order of preference:

Fund Name
Ticker
Expense Ratio
BRLIX
0.15%
VFINX
0.18%
USSPX
0.18%
FSMKX
0.19%
SPFIX
0.20%
IVV
0.09%
WDOWX
0.25%
DFELX
0.40%
DFLCX
0.15%
SAPIX
0.48%
SATSX
0.75%
SPY
0.12%
FFF
0.20%
DIA
0.18%
IWB
0.15%

*exchange-traded fund, involves broker transaction fees
advisor-sold fund

The cheapest offering on the list is the Bridgeway index fund, which tracks an equal-weighted index of the largest 35 companies in the S&P 500. Keep in mind that this fund's expenses should be lower as it trades far fewer stocks. On the other hand, it provides far less diversification.

The Summit Total Social Impact fund is an S&P 500 fund that weights firms according to their Total Social Impact weighting, a proprietary scale rating each firm on its social responsibility. Avoiding sin isn't free, though! The Fortune 500 Index Fund tracks the index of that name, which is based more on revenue than market valuation. It tends to downplay speculative tech firms, a notable weakness of the S&P 500. The Diamonds follow the Dow Jones Industrials, which is a conservative list of firms representing Old Economy firms. An exceptionally cheap version in mutual fund form is the Waterhouse Dow 30 fund. A relatively diversified play at a great price is found in the iShares Russell 1000 ETF.

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