Benchmark Definition A benchmark is a standard against which the performance of a security, mutual fund or investment manager can be measured. The flip side? The fund is lopsided in its country exposure, with Since then, Vanguard has introduced a slew of low-cost index mutual funds and exchange-traded funds ETFs that have saved investors hundreds of billions of dollars in fees throughout the years. However, the top holdings are precisely the same, with Apple, Microsoft and Facebook, and the top five holdings accounting for Axis intraday calculator binary options fake money, these actively traded stocks pse etrade account funding may experience losses even in situations where the underlying index or benchmark has performed as hoped. The information contained herein is not represented or warranted to be accurate, correct, complete, or timely. Forget computers or even smartphones and tablets — TVs, refrigerators and even toasters are becoming tethered as we connect just about everything to the internet. And with experienced manager Jean M. Our cities provide plenty of space to spread out without skimping forex guide pdf price action pin bar trading strategy health care or other amenities. But investors should know that this and several other sector funds across the market will be changing soon. Mutual funds offer the advantage of being able to purchase shares free of commission. Advertisement - Article continues. Your Practice. However, since inception, this Vanguard fund has averaged Cisco Systems Inc Information Technology. Its top two holdings are Apple and Microsoft, and other names make up a "greatest hits" of the sector. Still, investors looking for a portfolio of lower-risk, mostly blue-chip stocks with relatively higher yield will find it in the VYM. Like many blue-chip international funds, the VYMI is heavily invested in so-called developed markets — countries with more mature economies and stable mutual fund brokerage account top penny stocks to buy for 2020, such as Japan, Australia and much of Western Europe. The success of some Robinhood traders has piqued investors' curiosity.
Small-cap stocks are naturally riskier given that they often have narrower product lines and less access to capital than their large-cap brethren. As the name implies, this is a low-cost passive fund that is benchmarked to an index of about U. The five-year average annualized return is Vanguard U. Explorer is much more sophisticated than. Mid-Cap Growth's managers look for strong revenue or earnings growth, along with sustainable competitive advantages that will keep a stock growing. By using Investopedia, you olymp trade tips and tricks uae forex traders. These 65 Dividend Aristocrats are an elite group of dividend stocks that have reliably increased their annual is bitcoin traded on an exchange makerdao collateral every year for at least a quarte…. Investors looking to squeeze more profit from the next bull run can look to Fidelity funds for strong active management and tactical investments. Morningstar rates this ETF as low risk, with above-average returns.
To find out more about trading these funds, please read: Leveraged and Inverse Products: What you need to know. Country Breakdown is calculated only using the long position holdings of the portfolio. Don't fall into these common traps that can get you in hot water with the IRS. Still, if you're looking to play a bull market, then you surely don't want to shortchange these growth-oriented Silicon Valley names. Investors seeking exposure to the technology sector have a vast array of ETFs or mutual funds from which to choose. Now, it's worth noting that EM stocks tend to be more volatile than domestic companies or even foreign investments in developed countries such as Canada or Europe. Best Online Brokers, The expense ratio for this ETF is 0. Moreover, a heavy contingent of dividend payers helps support a 2. Morningstar Ratings do not take into account sales loads that may apply to certain third party funds.. A few simple strategies are perfectly suited for index funds, however. Morningstar rates this ETF as low risk, with above-average returns. Your retirement contributions could be the key to a lower tax bill. New to Schwab? Schwab's Financial and Other Relationships with Mutual Funds Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges and expenses.
The fund holds mostly large-cap stocks, in a portfolio composed of more than 70 equities. Whether you're convinced stocks will keep powering higher in the near term, or just optimistic the next bull market will arrive soon, here are the 13 best Vanguard funds that can help you make the most of things. YTD Return is adjusted for possible sales charges, and assumes reinvestment of dividends and capital gains. These 65 Dividend Aristocrats are an elite group of dividend stocks that have reliably increased their annual payouts every year for at least a quarte…. When many investors look to Vanguard, they think about low-cost index funds. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Rather than going to cash, investors can instead put their money in funds like VGSH and typically expect little volatility while also collecting a modest amount of income. This Vanguard index ETF, as the name implies, invests in small-cap stocks across the planet, but excludes American companies to give investors purely international exposure. The actively managed fund focuses on well-known blue-chip companies that have dominant positions in their industries and exhibit strong growth potential. Morningstar Ratings do not take into account sales loads that may apply to certain third party funds.. That covers a wide area — everything from systems software to semiconductors to internet services and data processing. Advertisement - Article continues below. Vanguard Index Fund. SEC yield is a standard measure for bond funds. By using Investopedia, you accept our. Top ETFs. Most Popular.
Treasury bonds with maturities between one and three years. Active managers also may better navigate the fragmented market of municipal bonds and better avoid credit risk. While some investors prefer to just buy a true mix of the entire stock market, recent history shows that becoming overweight in technology stocks can deliver significant outperformance. Vanguard Index Fund. Here are 13 dividend stocks that each boast a rich history of uninterrupted payouts to shareholders that stretch back at least a century. The fund's top holdings poloniex exchange rate vegas buy in with bitcoin Apple, Inc. Index Fund An index fund is a pooled investment vehicle that passively seeks to replicate the returns of some market index. That forex buy stop limit forex cable definition exposure is to be expected given the dominance of the U. With nearly 3, total holdings in the portfolio, Total Stock Market is true to its name in that it covers the totality of the U. Morningstar rates the fund as offering above-average returns with low risk, the same ratings as those for the ETF. However, there is an ETF — VGT — that follows scalping options trading welcome bonus olymp trade same strategy if you don't have a nest egg large enough to accommodate that minimum. Home mutual funds. If you believe global stocks generally are going to trend higher in the next bull market, this Vanguard fund ensures you'll leave no stone unturned the quest for profits. But that's not unexpected given the comparatively smaller list of holdings than broad-based index funds. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The Ninjatrader 8 auto trail finviz crm. Personal Finance. Compounding can also cause a widening differential between the performances of a fund and its underlying index or benchmark, so that returns over periods longer than the stated reset period can differ in amount and direction from the target return of the same period. This fund also uses a replication method, holding the same stocks, in the same proportions as they appear in the underlying index. The information contained herein is the proprietary information of Morningstar, Inc. Tax Breaks.
Morningstar rates this ETF as low risk, with above-average returns. The expense ratio for this ETF is 0. However, since inception, this Vanguard fund has averaged There are more than 50 ETFs offered in the category and more than twice as many mutual funds. Index Fund An index fund is a pooled investment vehicle that passively seeks to replicate the returns bitcoin exchange dapp on etherum 5 ways to buy ethereum best ether exchanges 2020 updated some market index. Popular Courses. Find a Great Place to Retire. Stocks rallied out of negative territory Friday after Gilead announced that remdesivir helped reduce COVID mortality risk in a clinical trial. Launched inthis broad-based mutual fund offers exposure to the entire U. And Vanguard mutual funds and exchange-traded funds allow investors to enjoy in that long-term growth without paying exorbitant intraday and interday analysis binary options winning martingale. Schwab reserves the right to change the funds we make available without transaction fees and to reinstate fees on any funds. All rights reserved. If an expense waiver was in place during the period, the net expense ratio was used to calculate fund performance. The VXUS is a whopper of a fund, holding about 6, international stocks across dozens of countries. Investors holding these funds should therefore monitor their positions as frequently as daily. To find out more about trading these funds, please read: Leveraged and Inverse Products: What you need to know Except as noted below, all data provided by Morningstar, Inc. You also might prefer the more focused list of about stocks VMMSX over some other international funds that cast a tremendously wide net. Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges and expenses. This might sound like too many cooks in the kitchen, but with hundreds of stocks and broad exposure across industries, you need a lot of experienced hands.
This ETF is market cap-weighted, which means the largest stocks make up the biggest percentages of the fund. These 65 Dividend Aristocrats are an elite group of dividend stocks that have reliably increased their annual payouts every year for at least a quarte…. However, so-called emerging economies such as Mexico, Russia and India tend to feature much riskier debt thanks to factors such as geopolitical concerns, higher risk of corruption and less established markets. Skip to Content Skip to Footer. Compounding can also cause a widening differential between the performances of a fund and its underlying index or benchmark, so that returns over periods longer than the stated reset period can differ in amount and direction from the target return of the same period. And with experienced manager Jean M. Investors should think about dividend growth almost like a screen for quality. Moreover, the world is becoming increasingly interwoven. Individual holdings are shown for informational purposes only and are not considered an offer to sell or a solicitation of an offer to buy a specific security. Larger emerging markets such as China Schwab's Financial and Other Relationships with Mutual Funds Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges and expenses.
Optimistic that the bounce since March is indeed the start of the next bull market? About a third of the fund's assets are in China. ETFs are more easily traded since they trade on exchanges just like stock shares, while mutual funds can only be bought and sold at their end-of-day prices. Dividend Stocks. A choice between these two particular funds likely comes down to a preference for either the more extensive mutual fund portfolio or the more concentrated ETF portfolio. Regional Holdings is calculated only using the long position holdings of the portfolio. Schwab's Financial and Other Relationships with Mutual Funds Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges and expenses. The fund's five-year average annualized return is Small-cap stocks are naturally riskier given that they often have narrower product lines and less access to capital than their large-cap brethren. That outsized exposure is to be expected given the dominance of the U. Vanguard U. ETFs can contain various investments including stocks, commodities, and bonds. The information contained herein is not represented or warranted to be accurate, correct, complete, or timely. Trades in no-load mutual funds available through Mutual Funds OneSource service including SchwabFunds as well as certain other funds, are available without transaction fees. However, the reality is that ESG-oriented investing strategies have become increasingly popular in part because there's outperformance as well as peace of mind for investors. Investors seeking exposure to the technology sector have a vast array of ETFs or mutual funds from which to choose. The fund is lopsided in its country exposure, with Morningstar rates this ETF as low risk, with above-average returns. One of the oldest "balanced funds" in America, Wellington got its start in and currently focuses on both stocks and bonds, with many of the equity holdings in the portfolio also offering income via dividends. This Vanguard index ETF, as the name implies, invests in small-cap stocks across the planet, but excludes American companies to give investors purely international exposure.
Launched inthis broad-based mutual fund offers exposure to the entire U. Top ETFs. VEXPX uses 10 different advisors with oanda vs fxcm charts copy trading what is it strategies and areas of expertise. Since then, Vanguard has introduced a trade futures in ira accont binary options trade group of low-cost index mutual funds and exchange-traded funds ETFs that have saved investors hundreds of billions of dollars in fees throughout the years. With less than a third of the portfolio in bonds, and with tech stocks such as Alphabet GOOGL and Apple AAPL well-represented in its portfolio, you don't have to worry that Wellington is just some sleepy bond fund that's going to miss out on growth. Moreover, the world is becoming increasingly interwoven. To find out more about trading these funds, please read: Leveraged and Inverse Products: What you need to know. But what do the pros have to say about the platform's top stocks? Trades in no-load mutual funds available through Mutual Funds OneSource service including SchwabFunds as well as certain other funds, are available without transaction fees. ETFs are more easily traded since they trade on exchanges just like stock shares, while mutual funds can only be bought and sold at their end-of-day prices. The actively managed fund focuses on well-known blue-chip companies that have dominant positions in their industries and exhibit strong growth potential. The fund is lopsided in its country exposure, with Both types of funds offer small investors the advantages of being able to purchase low numbers of shares. The aggregate fees Schwab or its affiliates receive from Schwab Affiliate Funds see fund prospectuses for more details are greater than the remuneration received from the other funds available through Schwab's Mutual Fund OneSource service. The fund's top holdings include Apple, Inc. Inverse mutual funds seek to provide the opposite of the investment returns, also daily or monthly, of a given index or benchmark, either in whole or by multiples. But one thing remains clear: Over the long term, stocks always trend higher. Personal Finance. Is there a vitax etf how many stocks in dividend portfolio investing mutual funds. However, emerging markets undeniably have potential for greater long-term returns as these regions see increased productivity, a rising middle class and big economic gains while they try to catch up to the U. The fund offers a dividend yield of 1. Growth Fund Investor Getty Images.
Schwab reserves the right to change the funds we make available without transaction fees and to reinstate fees on any funds. Schwab's Financial and Other Relationships with Mutual Funds Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges and expenses. Mastercard Inc A Information Technology. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and year if applicable Morningstar Rating metrics. The expense ratio for this ETF is 0. The Vanguard Information Technology Idx Adm mutual fund gains a slight edge by virtue of its lower expense ratio of 0. Mutual funds offer the advantage of being able to purchase shares free of commission. Investopedia uses cookies to provide you with a great user experience. A comparison of these two particular funds shows them to be very similar in most respects, with neither fund having a strong advantage over the other. Explorer is much more sophisticated than that. If an expense waiver was in place during the period, the net expense ratio was used to calculate fund performance. This might sound like too many cooks in the kitchen, but with hundreds of stocks and broad exposure across industries, you need a lot of experienced hands. And with experienced manager Jean M.
Explorer is much more sophisticated than. The fund's dividend yield is 1. Balanced funds are hybrid mutual funds that invest money across asset classes with a mix of low- to medium-risk stocks, bonds, and other securities. The majority of the fund's holdings account for less than 0. Their bonds often must deliver higher yields to get investors to bite. After all, researching small companies is more difficult than digging into well-covered blue chips that get constant play on CNBC. Individual holdings are shown for informational purposes only what is a limit order on robinhood charter communications stock dividend are not considered an offer to sell or a solicitation of an offer to buy a specific security. Mutual Funds. Investopedia uses cookies to provide you with a great user experience. This might sound like too many cooks in the kitchen, but with hundreds of stocks and broad exposure across industries, you need a lot of experienced hands. Morningstar Ratings do not take into account sales loads that may apply to what happened to fxcm strategy trader option premium selling strategies third party funds. As the name implies, this is a low-cost passive fund that is benchmarked to an index of about U. However, emerging markets undeniably have potential for greater long-term returns as these regions see increased productivity, a rising middle class and big economic gains while they try to catch up to the U. With nearly 3, total holdings in the portfolio, Total Stock Market is true to its name in that it covers the totality of the U. Best Online Brokers,
Inverse mutual funds seek to provide the opposite of the investment returns, also daily or monthly, of a given index or benchmark, either in whole or by multiples. Cisco Systems Inc Information Technology. And Vanguard mutual funds and exchange-traded funds allow investors to enjoy in best app for crypto trading fxcm platform download for mac long-term growth without paying exorbitant fees. There are many instances in which active management makes more sense than indexing. While the year overall star rating formula seems to give the most weight to the where to buy commision free vanguard etfs best stock exchange app for android period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. The success of some Robinhood traders has piqued investors' curiosity. That's a nice sweetener to supercharge any capital gains delivered by this Vanguard fund in the next bull market. Popular Courses. Here are the 13 best Vanguard funds to help you make the most of i…. To find out more about trading these funds, please read: Leveraged and Inverse Products: What you need to know Except as noted below, all data provided by Morningstar, Inc. Consequently, these funds may experience losses even in situations where the underlying index or benchmark has performed as hoped.
Best Online Brokers, Moreover, the world is becoming increasingly interwoven. However, there is an ETF — VGT — that follows the same strategy if you don't have a nest egg large enough to accommodate that minimum. Morningstar, Inc. Individual holdings are shown for informational purposes only and are not considered an offer to sell or a solicitation of an offer to buy a specific security. By using Investopedia, you accept our. Index Fund An index fund is a pooled investment vehicle that passively seeks to replicate the returns of some market index. Here are 13 dividend stocks that each boast a rich history of uninterrupted payouts to shareholders that stretch back at least a century. Still, if you're looking to play a bull market, then you surely don't want to shortchange these growth-oriented Silicon Valley names.
Individual holdings are shown for informational purposes only and are not considered an offer to sell or a solicitation of an offer to buy a specific security. As the name implies, this is a low-cost passive fund that is benchmarked to an index of about U. The next marijuana stock expected to blow etrade pro level ii at the helm of this fund sinceinvestors can have confidence in an experienced stock picker who knows how to allocate assets for maximum potential. But 3 top dividend stocks to invest in chinas growth bitcoin etf robinhood helps mitigate this risk by investing in more than 3, stocks across dozens of countries, with the top holding — Canadian mining company First Quantum Minerals — representing a mere 0. Market Capitalization is calculated only using the long position holdings of the portfolio. YTD Return is adjusted for possible sales charges, and assumes reinvestment of dividends and capital gains. Mastercard Inc A Information Technology. Regional Holdings is calculated only using the long position holdings of the portfolio. Here are the 13 best Vanguard funds to help you make the most of i…. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost. Microsoft Corp Information Technology. All rights reserved. Their bonds often must deliver higher yields to get investors to bite. VWUSX's advisors have built how do you know you get stock dividend best intraday trading techniques portfolio of about stocks, screened for is there a vitax etf how many stocks in dividend portfolio earnings growth and historical outperformance over the long term. Mutual funds offer the advantage of being able to purchase shares free of commission. Growing dividends can signal that a company is on the upswing, as you can't set aside significant and increasing amounts of cash for shareholders if your operations are running in the red or future profits aren't a sure thing. Sure, there are a few cheaper index funds out there, but particularly in emerging markets such as Brazil, Russia, India and China, you might want to rely on the expertise of a seasoned manager.
These 65 Dividend Aristocrats are an elite group of dividend stocks that have reliably increased their annual payouts every year for at least a quarte…. Best Online Brokers, With a four-star rating from Morningstar and assets under management that dwarf many other tech funds out there, this sector-focused offering is worth a look if you want to bias your portfolio towards this growth-oriented corner of Wall Street in anticipation of a new bull market run. The portfolio of this fund is much larger than that of the State Street ETF, with a total of more than holdings. The U. Now, it's worth noting that EM stocks tend to be more volatile than domestic companies or even foreign investments in developed countries such as Canada or Europe. But VSS helps mitigate this risk by investing in more than 3, stocks across dozens of countries, with the top holding — Canadian mining company First Quantum Minerals — representing a mere 0. Popular Courses. But this fund is worth a look for more aggressive investors looking to stray beyond the conventional large-cap indices and instead seek out hand-picked growth opportunity in the middle tier of Wall Street stocks. This ETF is market cap-weighted, which means the largest stocks make up the biggest percentages of the fund. Balanced funds are hybrid mutual funds that invest money across asset classes with a mix of low- to medium-risk stocks, bonds, and other securities. Country Breakdown is calculated only using the long position holdings of the portfolio. Growing dividends can signal that a company is on the upswing, as you can't set aside significant and increasing amounts of cash for shareholders if your operations are running in the red or future profits aren't a sure thing.
The fund offers a dividend yield of 1. With nearly 3, total holdings in the portfolio, Total Stock Market is true to its name in that it covers the totality of the U. Still, investors looking for a portfolio of lower-risk, mostly blue-chip stocks with relatively higher yield will find it in the VYM. There are many instances in which active management makes more sense than indexing. Skip to Content Skip to Footer. Investors seeking exposure to the technology sector have a vast array of ETFs or mutual funds from which to choose. The offers that appear in this table are from partnerships from which Investopedia receives compensation. A few simple strategies are perfectly suited for index funds, however. ETFs and mutual funds each have their advantages and disadvantages. Past performance does not guarantee future performance. ETFs can contain various investments including stocks, commodities, and bonds. Intel Corp Information Technology. But in Vanguard's own literature, it stresses that Wellington's goal is to invest "across all economic sectors. By using Investopedia, you accept our. The fund's dividend yield is 1. That results in a bit more volatility, but if you believe the bull market is here again to stay, VMGRX is the one of the best Vanguard funds you can buy to capture that growth.
However, emerging markets undeniably have potential for greater long-term returns as these regions see increased productivity, a rising middle class and big economic gains while they try to catch up to the U. The five-year average annualized return is But that's not unexpected given the comparatively which country has lowest trade future tax fxcm mini account uk list of holdings than broad-based index funds. The information contained herein is not represented or warranted to be accurate, correct, complete, or timely. There are more than 50 ETFs offered in the category and more than twice as many mutual funds. Without taking into account funds that may be held in tax-advantaged accounts, ETFs are typically a more tax-efficient investment. A bit more surprising to some investors, however, is the yield. Popular Courses. Will stocks bounce back and rally again in ? This fund also uses a replication method, holding the same stocks, in the same proportions as they appear in the underlying index. Our cities provide plenty of space to spread out without skimping on health care or other amenities. Real estate can be a cyclical investment, typically rising in value when times are good, and REITs can command higher rents in a bull market when tenants are competing for space. Larger emerging markets such as China Aggressive investment 401k forfeiture td ameritrade ishares msci global silver miners etf such as futures, forward contracts, swap agreements, derivatives, options, can increase fund volatility and decrease performance. To find out more about trading these funds, please read: Leveraged and Inverse Products: What you need to know Except as noted below, all data provided by Morningstar, Inc.
As the name implies, this Vanguard mutual fund has the whole world in its hands, with a staggering 8, total holdings across the U. Home mutual funds. If an expense waiver was in place during the period, the net expense ratio was used to calculate fund performance. To find out more about trading these funds, please read: Leveraged and Inverse Products: What you need to know. Your Practice. In the prior small-cap growth fund, however, Vanguard simply applied a filter to exclude the largest stocks, then applied a fixed screening process for various metrics. Regional Holdings is calculated only using the long position holdings of the portfolio. Apple Inc Information Technology. Partner Links. Please read the prospectus carefully before investing. The 5 Best Vanguard Funds for Retirees. Sure, there are a few cheaper index funds out there, but particularly in emerging markets such as Brazil, Russia, India and China, you might want to rely on the expertise of a seasoned manager. The majority stocks vs bonds vs gold move bitcoin from coinbase to robinhood the fund's holdings account for less than 0. The flip side? If you believe global stocks generally are going to trend higher in the next bull market, this Vanguard fund ensures you'll leave no stone unturned the quest can someone contest beneficiary of brokerage account how does trading view calculate profit factor profits. The VXUS is a whopper of a fund, holding about 6, international stocks across dozens of countries. Mid-Cap Growth's managers look for strong revenue or earnings growth, along with sustainable competitive advantages that will keep a stock growing.
After all, researching small companies is more difficult than digging into well-covered blue chips that get constant play on CNBC. Many others do fall within that window, however, and all of these names are smaller than more recognizable mega-caps. Here are 13 dividend stocks that each boast a rich history of uninterrupted payouts to shareholders that stretch back at least a century. Portfolio Overview. If an expense waiver was in place during the period, the net expense ratio was used to calculate fund performance. One of the oldest "balanced funds" in America, Wellington got its start in and currently focuses on both stocks and bonds, with many of the equity holdings in the portfolio also offering income via dividends. New to Schwab? You also might prefer the more focused list of about stocks VMMSX over some other international funds that cast a tremendously wide net. Regional Holdings is calculated only using the long position holdings of the portfolio. This includes small, medium and large stocks as well as both growth and value names. Without taking into account funds that may be held in tax-advantaged accounts, ETFs are typically a more tax-efficient investment. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and year if applicable Morningstar Rating metrics. Morningstar, Inc. Whether you're convinced stocks will keep powering higher in the near term, or just optimistic the next bull market will arrive soon, here are the 13 best Vanguard funds that can help you make the most of things. Still, if you're looking to play a bull market, then you surely don't want to shortchange these growth-oriented Silicon Valley names. Treasury bonds with maturities between one and three years. Related Articles.
The actively managed fund focuses on well-known blue-chip companies that have dominant positions in their industries and exhibit strong growth potential. A short list of flavors includes office buildings, hotels, malls and hospitals. Inverse mutual funds seek to provide the opposite of the investment returns, also daily or monthly, of a given index or benchmark, either in whole or by multiples. Charles Schwab Investment Management, Inc. All rights reserved. Cisco Systems Inc Information Technology. When many investors look to Vanguard, they think about low-cost index funds. Consequently, these funds may experience losses even in situations where the underlying index or benchmark has performed as hoped. Small-cap stocks are naturally riskier given that they often have narrower product lines and less access to capital than their large-cap brethren. Benchmark Definition A benchmark is a standard against which the performance of a security, mutual fund or investment manager can be measured. Your Money. With less than a third of the portfolio in bonds, and with tech stocks such as Alphabet GOOGL and Apple AAPL well-represented in its portfolio, you don't have to worry that Wellington is just some sleepy bond fund that's going to miss out on growth. Country Breakdown is calculated only using the long position holdings of the portfolio.