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Definition of 'Total Stock Fund'
A mutual fund or ETF that seeks to replicate the broad market by holding the stock of every security that trades on a certain exchange, invests in a certain country, or passes basic thresholds of size (market cap) or trading volume. Total stock funds, also called total stock market index funds or total market funds, may track a broad index such as the Wilshire 5000, Russell 2000 or MSCI U.S. Broad Market.
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Investopedia explains 'Total Stock Fund'
These super-broad index funds tend to have less volatility than even large indexes like the S&P 500 just because they hold so many companies’ stock. Most total stock funds will have portfolio weightings based in some way on market cap, but they are not necessarily just market-cap weighted, like the S&P 500 is.
Total stock funds may not capture a full 100% of the market capitalization of their target market (such as the whole United States or all small-cap stocks), but they are usually able to capture 95% or more by owning the first few thousand stocks in order of market capitalization.
One of the largest and oldest total stock funds is the Vanguard Total Stock Market Index Fund, which has nearly $100 billion in assets and owns the 1,300 largest companies that trade on the NYSE, AMEX and Nasdaq.
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Search results for 'Total Stock Fund'
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http://www.investopedia.com/university/quality-mutual-fund/chp4-fund-risk-return/mf-returns.asp
... 50,000 shares of Company Z @ $8 = $400,000. Total market value of stock holdings =
$1,500,000 The fund's total assets = $1,700,000 Less the fund's liabilities ...
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http://www.investopedia.com/university/quality-mutual-fund/chp9-perform-metrics/performance-data.asp
... is one of the most important aspects of a mutual fund's total return performance. ...
investment research materials to compare a mid cap value stock fund to funds ...
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http://www.investopedia.com/university/quality-mutual-fund/chp9-perform-metrics/fund-iq7.asp
... get a quantitative fix on mutual fund annualized total return numbers ... Foreign Stock,
6.8, 9.7. ... Next: Scoring Fund Performance Data ยป. Table of Contents. Historical ...
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http://www.investopedia.com/ask/answers/07/open-end.asp
... a similar period, Century's small-cap growth stock fund (Small-Cap ... here that an
open-end mutual fund's performance needs to be judged by its total return, both ...
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http://www.investopedia.com/articles/mutualfund/07/stop_fees.asp
... The total expense ratio is comprised of the investment management ... nearly as abundant
as large-cap stock research ... very difficult for a small-cap fund manager to ...
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http://financialedge.investopedia.com/financial-edge/1111/ETFs-For-The-Buy-And-Hold-Investor.aspx
... This ETF invests in more than 3,000 stocks, to give you exposure to the total stock
market index and you don't have to pay much to invest. The fund has an ...
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http://stocks.investopedia.com/stock-analysis/2011/3-Reasons-To-Own-Neuberger-Bermans-High-Yield-Strategies-Fund-NHSPHKCNHCLWR0802.aspx
... rate above the "core" yield (total distribution rate ... Neuberger Berman's High Yield
Strategies Fund does just ... Use the Investopedia Stock Simulator to trade the ...
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http://www.investopedia.com/university/quality-mutual-fund/chp7-fund-activity
... Small-Cap Value, 68%, 36%, 16%. Foreign Stock, 90%, 3%, 201 ... Using Morningstar Fund
Investor data, the fund with the highest annualized ten-year total return was ...
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http://www.investopedia.com/articles/mutualfund/05/051005.asp
... For example, the Vanguard Total Stock Market Index Fund's benchmark is the Wilshire
5000 Index, which represents 5,000 publicly-traded companies in the US The ...
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http://www.investopedia.com/university/quality-mutual-fund/chp7-fund-activity/portfolio-turnover.asp
... Small-Cap Value, 68%, 36%, 16%. Foreign Stock, 90%, 3%, 201 ... Using Morningstar Fund
Investor data, the fund with the highest annualized ten-year total return was ...
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