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Learning, Sharing, and Teaching => Investor Alley => Topic started by: Louisville on May 15, 2015, 02:00:27 PM

Title: The Large, Mid, Small Cap % Breakdown of Total US Stock Market?
Post by: Louisville on May 15, 2015, 02:00:27 PM
I've searched and searched for this. Maybe I'm not using the right words. I'm looking for a source for this info that gets updated at least every couple of years. The post on bogleheads h?as data from 2008. Hasn't it changed since then
I'm trying to emulate the total stock market but don't have access to a total stock market fund, just separate funds for small, mid, and large.
Anybody help a brother out?
Title: Re: The Large, Mid, Small Cap % Breakdown of Total US Stock Market?
Post by: SuperSecretName on May 15, 2015, 02:10:06 PM
https://www.bogleheads.org/wiki/Approximating_total_stock_market
Title: Re: The Large, Mid, Small Cap % Breakdown of Total US Stock Market?
Post by: Louisville on May 15, 2015, 05:02:12 PM
Quote from: SuperSecretName on May 15, 2015, 02:10:06 PM
https://www.bogleheads.org/wiki/Approximating_total_stock_market
Thanks. Since edited my post.
Title: Re: The Large, Mid, Small Cap % Breakdown of Total US Stock Market?
Post by: forummm on May 15, 2015, 06:19:22 PM
http://portfolios.morningstar.com/fund/summary?t=VTSAX&region=usa&culture=en_US


Scroll down to "Holdings style"
Title: Re: The Large, Mid, Small Cap % Breakdown of Total US Stock Market?
Post by: SuperSecretName on May 15, 2015, 08:00:28 PM
List all funds available to you.

Also morningstar xray is a good tool.
Title: Re: The Large, Mid, Small Cap % Breakdown of Total US Stock Market?
Post by: forummm on May 15, 2015, 08:41:33 PM
Quote from: SuperSecretName on May 15, 2015, 08:00:28 PM
List all funds available to you.

Also morningstar xray is a good tool.

I.e. http://portfolio.morningstar.com/Rtport/Free/InstantXRayDEntry.aspx

Input the ticker and the $ amount you want to put into a fund and it gives you a pretty readout of where your money would be invested.
Title: Re: The Large, Mid, Small Cap % Breakdown of Total US Stock Market?
Post by: Louisville on May 18, 2015, 06:21:14 AM
Quote from: forummm on May 15, 2015, 06:19:22 PM
http://portfolios.morningstar.com/fund/summary?t=VTSAX&region=usa&culture=en_US


Scroll down to "Holdings style"
That's what I was after. Thanks.
Title: Re: The Large, Mid, Small Cap % Breakdown of Total US Stock Market?
Post by: forummm on May 18, 2015, 08:23:00 AM
Quote from: Louisville on May 18, 2015, 06:21:14 AM
Quote from: forummm on May 15, 2015, 06:19:22 PM
http://portfolios.morningstar.com/fund/summary?t=VTSAX&region=usa&culture=en_US


Scroll down to "Holdings style"
That's what I was after. Thanks.

You're welcome <tip of the top hat>