Ubs fund
Author: f | 2025-04-24
UBS Asset Management (Singapore) Ltd (UEN C) has been appointed as the Singapore representative ( UBS AM SG ). UBS (LUX) Equity Fund, UBS (Lux) Equity SICAV (the Fund ), a Luxembourg open-ended investment company, is the responsible person for the Fund's sub-funds, UBS (Lux) Equity Fund - China Opportunity (USD), UBS (Lux) Equity Fund
UBS Funds - Mutual funds and separate accounts
Whereorg has 14 results under Precious Metals Smelters and Refiners Companies in Arizona.Narrow down the browsing criteria below to see more companies. Other categories for location Arizona Select a location for category Precious Metals Smelters and Refiners Maricopa11 Mohave1 Pima2 UBS flags buyback possibility after Second-quarter earnings beat UBS , the world's largest wealth manager, on Tuesday signalled the possibility of resuming share buybacks later this year after generating more income than expected in the first six months and as it boosted... Tue, Jul 21 2020 Greece calls EU recovery fund deal a 'national success' Prime Minister Kyriakos Mitsotakis called a European Union deal on a post-pandemic recovery fund a "national success" that would allocate Greece around 72 billion euros ($82.38 billion) to help deal with... Tue, Jul 21 2020 UBS second-quarter net profit dips as Swiss business dampens trading bonanza UBS , the world's largest wealth manager, saw net profit drop 11% in the second quarter as higher trading activity failed to offset a pandemic-induced slump in retail and corporate banking. Tue, Jul 21 2020
UBS Series Funds - SEC.gov
We launched UBS Next in October 2020 to strengthen our engagement with the wider tech ecosystem by investing in and collaborating with innovative early stage fintechs and other relevant tech companies. With our first investment last October into venture capital fund Anthemis, UBS initiated a fruitful strategic collaboration with a global venture capital fund with expertise in fintech investing to accelerate deal flow origination.This second investment now is into ConsenSys, a leader in Ethereum-based blockchain technology, in which UBS Next invests jointly with other major financial services firms. ConsenSys’ products are the primary points of access to Ethereum for developers, enterprises, and consumers. With this investment, we widen our access to distributed ledger technology and strengthen the existing relationship and collaboration between UBS and ConsenSys. Our investment is driven by our ambition to find new and effective ways to deliver our services to clients and to drive growth across UBS by applying cutting-edge technologies and solutions. Our investment in Consensys adds proven expertise in distributed ledger technology to our UBS Next portfolio. This investment underscores our commitment to working with fintechs and the broader tech ecosystem to shape the future of banking for the benefits of our clients, says Mike Dargan, UBS Head of Group Technology. ConsenSys has grown into a leading blockchain company in less than a decade. Its founder Joseph Lubin was involved in the creation of Ethereum, a decentralized, open-source blockchain with smart contract functionality. It’s in particular the latter that hold promise for the financial services industry. Smart contracts are computer protocols that facilitate, verify, or enforce the negotiation and performance of some type of agreement. For example, a smart contract could be used to represent a financial contract that specifies counterparty responsibilities and automated value streams.Being a stakeholder in ConsenSys and joining forces to co-develop customized solutions with their teams enables UBS to engage closely with emerging technologies and gain more profound expertise and insights, with the ultimate goal of delivering the best services and state of the art solutions to our clients.“Through close and agile collaboration we expect to add value to our technology pipeline and engineer solutions that differentiate us” adds Mike Dargan.UBS Series Fund - SEC.gov
Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Finding the right fit for your wealth management needs can be a daunting task. Investors interested in both advisory and asset management services might want to take a look at UBS Wealth Management, one of the largest investment management firms in the world.However, interested investors should keep in mind that not all wealth management services are the same. With its gargantuan size and emphasis on in-person meetings, UBS charges more than some other asset management services, and it is not the typical no-commissions online broker to which many self-directed investors have grown accustomed.UBS Wealth Management is a division of the Union Bank of Switzerland (UBS), one of the largest financial institutions in the world. UBS offers various services globally, including personal & corporate banking, investment banking and asset management.Through UBS Wealth Management, the company provides investment advice, financial planning and brokerage trading services to its U.S. clients.How Does It Compare?UBS Wealth Management takes an old school approach to investing, focused on in-person support from a human professional. You cannot join UBS without scheduling an initial meeting with a UBS advisor first. Your UBS advisor is also actively involved in recommending investments for your portfolio. In some UBS programs, the advisor can make trades on your behalf.You get much more support using UBS Wealth Management than on a DIY investment platform like Fidelity or Robinhood. While UBS Wealth Management does. UBS Asset Management (Singapore) Ltd (UEN C) has been appointed as the Singapore representative ( UBS AM SG ). UBS (LUX) Equity Fund, UBS (Lux) Equity SICAV (the Fund ), a Luxembourg open-ended investment company, is the responsible person for the Fund's sub-funds, UBS (Lux) Equity Fund - China Opportunity (USD), UBS (Lux) Equity Fund UBS Asset Management (Singapore) Ltd (UEN C) has been appointed as the Singapore representative ( UBS AM SG ). UBS (LUX) Equity Fund, UBS (Lux) Equity SICAV (the Fund ), a Luxembourg open-ended investment company, is the responsible person for the Fund's sub-funds, UBS (Lux) Equity Fund - China Opportunity (USD), UBS (Lux) EquityWhite label funds – UBS Fund Management Services is
Chev This review is from a real person who provided valid contact information and hasn't been caught misusing, spamming or abusing our website. Check our FAQ Verified Reviewer | Fremont, California Trying to get a recently decreased loved one's retirement account distributed to family members.10 weeks after notification and we still don't have the money.UBS took 3 weeks doing a legal review before asking us to sign and notarize a letter of authorization. After the letter was sent in it took another 2 weeks to approve it.Then it took another 2 weeks to just schedule an appointment to create the our UBS accounts to be funded from the decreased accounts. It took another 3 weeks for the accounts to be created. We're waiting on funding now and per UBS it's just 1-3 business days. We are waiting on funding so we can roll out the funds to other financial institutions.Additionally they have grossly under performed compared to their peers.My loved one's account only increased 25% in 20 years. My own and family members have accounts at other financial institutions have increase 125%+ in that time. View full review User's recommendation: Avoid UBS and go with their competitors Aklesh M Bmw Aklesh M Bmw This review is from a real person who provided valid contact information and hasn't been caught misusing, spamming or abusing our website. Check our FAQ Verified Reviewer Dear Managing Director,C/o International Monetary Fund, Central Bank,I hope this message finds you well.We are in the process of transferring funds to our account for investment purposes and require confirmation on the validity of the associated documents. Additionally, we seek clarification regarding the status of the fund transfer.Specifically:1. Document Validity: Please confirm if the documents we have submitted are valid and in order for the investment process.2. Status of Documents:UBS Series Funds - US Money Market Funds
Skip Navigation How It Works Pricing Education Community Support Member Dashboard Log In Log Out Start Plan How It Works Pricing Education Credit Education Credit Scores What is a FICO Score? FICO Scores versions How scores are calculated Payment history Amount of debt Length of credit history Credit mix New credit Improve my score Credit Reports What's in your report Bureaus Inquiries Errors on your report? Calculators Know Your Rights Identity Theft FAQ Glossary Community Support Member Dashboard Log In Log Out Get your FICO Score for free No credit card required Member 07-30-2024 08:16 PM Proper way to open a UBS Infinite credit card What is the best way to go about opening a UBS infinite credit card?My understanding is that if one wishes to open a UBS infinite card they must either have a UBS RMA account or have an active account with a UBS wealth advisor. I called their office number in Weehawken and tried to apply for an RMA account first. I got asked for my SSN + statements proving my holdings only to have the financial advisor to tell me that their team thinks I'm not a good match. For background context - I am a software engineer with more than 150K in comp this year (with upward trajectory) and around 1m in net worth. My FICO score is in low/mid 800's and have around 15 CC's opened in the past 5-6 years. I'd prefer to oepn an RMA account instead of creating a wealth advisor fund (their fees @ 1mil is 1.2%)Am I just wasting my time? Is there a "magic word" to say to open an RMA account? My employer uses Fidelity so I can't open an RMA through an employer either. Thanks in advance. All forum topics Previous Topic Next Topic PreviousFunds Prices - UBS Asset Management
On a business day, your funds will be credited on the same day, and you will begin accruing interest that day. If your deposit is submitted after 12 p.m. ET on a business day or on a non-business day, your funds will be credited on the next business day. For any deposits from an external account, your funds will be credited in UBS Core Savings typically in one business day if you submit your funds transfer request before 6 p.m. ET on a business day. If your request is submitted after 6 p.m. ET on a business day or on a non-business day, your funds will be credited on the second business day. 6 Only non-advisory accounts can execute online UBS Core Savings deposits and withdrawals.About UBS Bank USA products and services UBS Bank USA is a member of the Federal Deposit Insurance Corporation (FDIC). Please carefully review the UBS Bank USA Core Savings Disclosure Statement available at ubs.com/coresavingsdisclosure. UBS Bank USA Core Savings deposits are made through an account at UBS Financial Services Inc., an affiliate of UBS Bank USA. UBS Financial Services Inc., as your agent and custodian, will open a deposit account with UBS Bank USA. UBS Bank USA Core Savings is not available for certain financial institutions, advisory accounts and non-resident aliens. Please see the UBS Bank USA Core Savings Disclosure Statement for a full list of eligible accounts. Ask your Financial Advisor for more information. UBS Bank USA Core Savings is not intended for clientsTop 36 UBS Funds - MutualFunds.com
Unlock stock picks and a broker-level newsfeed that powers Wall Street. NasdaqCM - Nasdaq Real Time Price USD Phunware, Inc. (PHUN) As of 9:40:19 AM EDT. Market Open. Breakdown 0.76% % of Shares Held by All Insider 11.09% % of Shares Held by Institutions 11.17% % of Float Held by Institutions 41 Number of Institutions Holding Shares HolderSharesDate Reported% OutValue Vanguard Group Inc 755.02k Dec 31, 2024 3.74% 2,287,704 Blackrock Inc. 533.97k Dec 31, 2024 2.65% 1,617,916 Geode Capital Management, LLC 213.78k Dec 31, 2024 1.06% 647,744 Susquehanna International Group, LLP 123.63k Dec 31, 2024 0.61% 374,604 UBS Group AG 114.07k Dec 31, 2024 0.57% 345,641 Soviero Asset Management, LP 100k Dec 31, 2024 0.50% 302,999 Two Sigma Investments, LP 75.48k Dec 31, 2024 0.37% 228,698 Simplex Trading, LLC 46.15k Dec 31, 2024 0.23% 139,837 Northern Trust Corporation 45.81k Dec 31, 2024 0.23% 138,801 State Street Corporation 45.1k Dec 31, 2024 0.22% 136,646 HolderSharesDate Reported% OutValue Vanguard Total Stock Market Index Fund 358.62k Dec 31, 2024 1.78% 1,086,603 Vanguard Extended Market Index Fund 347.01k Dec 31, 2024 1.72% 1,051,452 Fidelity Extended Market Index Fund 111.36k Dec 31, 2024 0.55% 337,405 Fidelity Total Market Index Fund 37.18k Dec 31, 2024 0.18% 112,655 Fidelity Series Total Market Index Fund 25.72k Dec 31, 2024 0.13% 77,943 iShares Micro-Cap ETF 24.55k Dec 31, 2024 0.12% 74,371 Fidelity Nasdaq Composite Index Fund 10.44k Dec 31, 2024 0.05% 31,633 Price (T.Rowe) U.S. Equities Trust 8.7k Dec 31, 2024 0.04% 26,345 VANGUARD BALANCED INDEX FUND 4.86k Dec 31, 2024 0.02% 14,737 1290 VT Micro Cap Portfolio 2.25k Dec 31, 2024 0.01% 6,823. UBS Asset Management (Singapore) Ltd (UEN C) has been appointed as the Singapore representative ( UBS AM SG ). UBS (LUX) Equity Fund, UBS (Lux) Equity SICAV (the Fund ), a Luxembourg open-ended investment company, is the responsible person for the Fund's sub-funds, UBS (Lux) Equity Fund - China Opportunity (USD), UBS (Lux) Equity Fund UBS Asset Management (Singapore) Ltd (UEN C) has been appointed as the Singapore representative ( UBS AM SG ). UBS (LUX) Equity Fund, UBS (Lux) Equity SICAV (the Fund ), a Luxembourg open-ended investment company, is the responsible person for the Fund's sub-funds, UBS (Lux) Equity Fund - China Opportunity (USD), UBS (Lux) Equity
UBS - US Funds - Credit Suisse
This report is not available to clients of UBS Financial Services Inc.Enter UBS registered email This report is not available to clients of UBS Financial Services Inc.Log in without a passwordorEnter your password Keep this device logged inIncorrect password?Check the email is the UBS registered emailCall your UBS sales representative to update your emailCreate a new password by selecting Set password UBS Neo will remember your login, opt-out here Log inYour account is now lockedAccount locked?Your account is locked as you have incorrectly entered your login details multiple timesTo unlock your account, please contact UBS Neo HelpA login code has been emailed to:Didn't receive your login code?It may take a few minutes to receive an emailPlease ensure you’ve entered the UBS registered emailPlease check your spam folderTo set up 2-Factor Authentication we need to send you a one-time login codeAlternatively you can select another method to receive your login code Save as preferred methodIf you have not registered a mobile number with your UBS salesperson, please call UBS Neo Help for a login code UBS Neo HelpYou need to update your passwordGuidanceYour secure access to UBS Neo needs refreshing every 6 monthsYou will be notified 2 weeks before this is requiredPlease follow the instructions to set a new passwordA login code has been emailed to:Didn't receive your login code?It may take a few minutes to receive an emailPlease ensure you’ve entered the UBS registered emailPlease check your spam folderIf you still haven't received login code email please call UBS Neo HelpIt must not be based on your username, telephone number, or publicly known information about yourself.It must contain at least:It cannot be commonly used passwordNew passwordConfirm passwordNot the sameDifficulty creating a new password?Passwords must contain between 8 and 64 charactersInclude as least one number, one uppercase and one lowercase letterCannot contain three repeating charactersCannot be the same as your usernameCannot be a common password e.g. QWERTY01Special characters are optionalPlease contact UBS Neo HelpHaving difficulty creating personal questions?Please contact UBS Neo HelpMore information required?If you would like to discuss any of these Agreements, please contact your UBS sales representativeIf you would like to discuss any of these Agreements, please contact UBS Neo HelpGuidanceThis will keep you logged in on return to UBS NeoThe best practice is to not do this if you logged in to a public or shared deviceUBS Fund Management (Luxembourg) S.A.
UBS Advice Advantage is a digital service that features UBS analytics and advice, including portfolio diagnostics on your investments at UBS and held away, as well as the ability to create goals. This broker-dealer service is available to you free of charge. It also provides access to a new, "digital" discretionary investment advisory program in which UBS manages your assets for an asset-based fee. You do not have to enroll in the Program in order to use the free service. The UBS Advice Advantage digital service is powered by technology from SigFig Wealth Management. The My Total Picture service enables UBS to retrieve information about your non-UBS accounts (“Outside Accounts”) at your direction from the other financial institutions' websites. The service is provided for your convenience and information only. Unless we agree in writing otherwise, UBS does not provide advice or recommendations with respect to your Outside Accounts and is not responsible for activity or transactions you conduct in your Outside Accounts. UBS does not verify the holdings, valuations or other information we receive about your Outside Accounts. UBS Financial Services Inc.'s SIPC coverage and supplemental SIPC insurance only apply to eligible assets held by UBS Financial Services Inc. The FGA report is based on various assumptions including financial information, personal preferences and other information provided by the client. The report details the assumptions upon which the plan is based. Important: The projections and other information generated by FGA regarding the likelihood of various investment outcomes are hypothetical in nature,. UBS Asset Management (Singapore) Ltd (UEN C) has been appointed as the Singapore representative ( UBS AM SG ). UBS (LUX) Equity Fund, UBS (Lux) Equity SICAV (the Fund ), a Luxembourg open-ended investment company, is the responsible person for the Fund's sub-funds, UBS (Lux) Equity Fund - China Opportunity (USD), UBS (Lux) Equity Fund UBS Asset Management (Singapore) Ltd (UEN C) has been appointed as the Singapore representative ( UBS AM SG ). UBS (LUX) Equity Fund, UBS (Lux) Equity SICAV (the Fund ), a Luxembourg open-ended investment company, is the responsible person for the Fund's sub-funds, UBS (Lux) Equity Fund - China Opportunity (USD), UBS (Lux) EquityUBS O’Connor - The Hedge Fund Journal
Do not reflect actual investment results, and are not guarantees of future results. Use of the UBS Wealth Management USA app and UBS Financial Services app are subject to terms and conditions. Other restrictions may also apply. Certain products, functionalities and services described herein or contained or otherwise made available via these apps may not be available to all clients or in all jurisdictions. These apps are available via iPhone and iPad only and are provided free of charge to clients of UBS. The information you include in these app are for your personal use only. UBS will use your responses to personalize your digital experience, but will not update client records unless you confirm the information with your Financial Advisor. UBS account statements are the only official record of your UBS accounts. Information about external accounts you set up in My Total Picture is provided for your convenience and information only. UBS does not verify or reconcile the holdings, valuations or other information we receive about your external accounts or provide valuations of the assets or liabilities held in your external accounts. UBS Financial Services Inc.'s SIPC coverage and supplemental SIPC insurance only apply to eligible assets held by UBS Financial Services Inc. Unless we agree in writing otherwise, UBS does not provide advice or recommendations with respect to your external accounts and is not responsible for activity or transactions you conduct in your external accounts. UBS Financial Services Inc. is not a bank, and its securities accounts provideComments
Whereorg has 14 results under Precious Metals Smelters and Refiners Companies in Arizona.Narrow down the browsing criteria below to see more companies. Other categories for location Arizona Select a location for category Precious Metals Smelters and Refiners Maricopa11 Mohave1 Pima2 UBS flags buyback possibility after Second-quarter earnings beat UBS , the world's largest wealth manager, on Tuesday signalled the possibility of resuming share buybacks later this year after generating more income than expected in the first six months and as it boosted... Tue, Jul 21 2020 Greece calls EU recovery fund deal a 'national success' Prime Minister Kyriakos Mitsotakis called a European Union deal on a post-pandemic recovery fund a "national success" that would allocate Greece around 72 billion euros ($82.38 billion) to help deal with... Tue, Jul 21 2020 UBS second-quarter net profit dips as Swiss business dampens trading bonanza UBS , the world's largest wealth manager, saw net profit drop 11% in the second quarter as higher trading activity failed to offset a pandemic-induced slump in retail and corporate banking. Tue, Jul 21 2020
2025-04-23We launched UBS Next in October 2020 to strengthen our engagement with the wider tech ecosystem by investing in and collaborating with innovative early stage fintechs and other relevant tech companies. With our first investment last October into venture capital fund Anthemis, UBS initiated a fruitful strategic collaboration with a global venture capital fund with expertise in fintech investing to accelerate deal flow origination.This second investment now is into ConsenSys, a leader in Ethereum-based blockchain technology, in which UBS Next invests jointly with other major financial services firms. ConsenSys’ products are the primary points of access to Ethereum for developers, enterprises, and consumers. With this investment, we widen our access to distributed ledger technology and strengthen the existing relationship and collaboration between UBS and ConsenSys. Our investment is driven by our ambition to find new and effective ways to deliver our services to clients and to drive growth across UBS by applying cutting-edge technologies and solutions. Our investment in Consensys adds proven expertise in distributed ledger technology to our UBS Next portfolio. This investment underscores our commitment to working with fintechs and the broader tech ecosystem to shape the future of banking for the benefits of our clients, says Mike Dargan, UBS Head of Group Technology. ConsenSys has grown into a leading blockchain company in less than a decade. Its founder Joseph Lubin was involved in the creation of Ethereum, a decentralized, open-source blockchain with smart contract functionality. It’s in particular the latter that hold promise for the financial services industry. Smart contracts are computer protocols that facilitate, verify, or enforce the negotiation and performance of some type of agreement. For example, a smart contract could be used to represent a financial contract that specifies counterparty responsibilities and automated value streams.Being a stakeholder in ConsenSys and joining forces to co-develop customized solutions with their teams enables UBS to engage closely with emerging technologies and gain more profound expertise and insights, with the ultimate goal of delivering the best services and state of the art solutions to our clients.“Through close and agile collaboration we expect to add value to our technology pipeline and engineer solutions that differentiate us” adds Mike Dargan.
2025-03-25Chev This review is from a real person who provided valid contact information and hasn't been caught misusing, spamming or abusing our website. Check our FAQ Verified Reviewer | Fremont, California Trying to get a recently decreased loved one's retirement account distributed to family members.10 weeks after notification and we still don't have the money.UBS took 3 weeks doing a legal review before asking us to sign and notarize a letter of authorization. After the letter was sent in it took another 2 weeks to approve it.Then it took another 2 weeks to just schedule an appointment to create the our UBS accounts to be funded from the decreased accounts. It took another 3 weeks for the accounts to be created. We're waiting on funding now and per UBS it's just 1-3 business days. We are waiting on funding so we can roll out the funds to other financial institutions.Additionally they have grossly under performed compared to their peers.My loved one's account only increased 25% in 20 years. My own and family members have accounts at other financial institutions have increase 125%+ in that time. View full review User's recommendation: Avoid UBS and go with their competitors Aklesh M Bmw Aklesh M Bmw This review is from a real person who provided valid contact information and hasn't been caught misusing, spamming or abusing our website. Check our FAQ Verified Reviewer Dear Managing Director,C/o International Monetary Fund, Central Bank,I hope this message finds you well.We are in the process of transferring funds to our account for investment purposes and require confirmation on the validity of the associated documents. Additionally, we seek clarification regarding the status of the fund transfer.Specifically:1. Document Validity: Please confirm if the documents we have submitted are valid and in order for the investment process.2. Status of Documents:
2025-04-08Skip Navigation How It Works Pricing Education Community Support Member Dashboard Log In Log Out Start Plan How It Works Pricing Education Credit Education Credit Scores What is a FICO Score? FICO Scores versions How scores are calculated Payment history Amount of debt Length of credit history Credit mix New credit Improve my score Credit Reports What's in your report Bureaus Inquiries Errors on your report? Calculators Know Your Rights Identity Theft FAQ Glossary Community Support Member Dashboard Log In Log Out Get your FICO Score for free No credit card required Member 07-30-2024 08:16 PM Proper way to open a UBS Infinite credit card What is the best way to go about opening a UBS infinite credit card?My understanding is that if one wishes to open a UBS infinite card they must either have a UBS RMA account or have an active account with a UBS wealth advisor. I called their office number in Weehawken and tried to apply for an RMA account first. I got asked for my SSN + statements proving my holdings only to have the financial advisor to tell me that their team thinks I'm not a good match. For background context - I am a software engineer with more than 150K in comp this year (with upward trajectory) and around 1m in net worth. My FICO score is in low/mid 800's and have around 15 CC's opened in the past 5-6 years. I'd prefer to oepn an RMA account instead of creating a wealth advisor fund (their fees @ 1mil is 1.2%)Am I just wasting my time? Is there a "magic word" to say to open an RMA account? My employer uses Fidelity so I can't open an RMA through an employer either. Thanks in advance. All forum topics Previous Topic Next Topic Previous
2025-03-30Unlock stock picks and a broker-level newsfeed that powers Wall Street. NasdaqCM - Nasdaq Real Time Price USD Phunware, Inc. (PHUN) As of 9:40:19 AM EDT. Market Open. Breakdown 0.76% % of Shares Held by All Insider 11.09% % of Shares Held by Institutions 11.17% % of Float Held by Institutions 41 Number of Institutions Holding Shares HolderSharesDate Reported% OutValue Vanguard Group Inc 755.02k Dec 31, 2024 3.74% 2,287,704 Blackrock Inc. 533.97k Dec 31, 2024 2.65% 1,617,916 Geode Capital Management, LLC 213.78k Dec 31, 2024 1.06% 647,744 Susquehanna International Group, LLP 123.63k Dec 31, 2024 0.61% 374,604 UBS Group AG 114.07k Dec 31, 2024 0.57% 345,641 Soviero Asset Management, LP 100k Dec 31, 2024 0.50% 302,999 Two Sigma Investments, LP 75.48k Dec 31, 2024 0.37% 228,698 Simplex Trading, LLC 46.15k Dec 31, 2024 0.23% 139,837 Northern Trust Corporation 45.81k Dec 31, 2024 0.23% 138,801 State Street Corporation 45.1k Dec 31, 2024 0.22% 136,646 HolderSharesDate Reported% OutValue Vanguard Total Stock Market Index Fund 358.62k Dec 31, 2024 1.78% 1,086,603 Vanguard Extended Market Index Fund 347.01k Dec 31, 2024 1.72% 1,051,452 Fidelity Extended Market Index Fund 111.36k Dec 31, 2024 0.55% 337,405 Fidelity Total Market Index Fund 37.18k Dec 31, 2024 0.18% 112,655 Fidelity Series Total Market Index Fund 25.72k Dec 31, 2024 0.13% 77,943 iShares Micro-Cap ETF 24.55k Dec 31, 2024 0.12% 74,371 Fidelity Nasdaq Composite Index Fund 10.44k Dec 31, 2024 0.05% 31,633 Price (T.Rowe) U.S. Equities Trust 8.7k Dec 31, 2024 0.04% 26,345 VANGUARD BALANCED INDEX FUND 4.86k Dec 31, 2024 0.02% 14,737 1290 VT Micro Cap Portfolio 2.25k Dec 31, 2024 0.01% 6,823
2025-04-23