Total U.S. Stock
Total U.S. Stock is a broadly diversified equity portfolio and aligns with long-term giving goals. For donors looking to grow their charitable assets over time to plan for a large gift or personal legacy, this fund provides that opportunity through equity investments.
Expense Ratio
Last updated 12/31/2025 0.01%
Risk/granting time horizon
Returns
Last updated 12/31/2025
Qtr
2.46%
1 Yr
17.17%
5 Yrs
13.10%
10 Yrs
14.26%
Underlying funds
Benchmark
Spliced Total Stock Market Index
Management
Active funds focus on outperforming the market compared to a specific benchmark through a portfolio manager’s selections. Passive funds seek to mimic benchmarks by tracking an index
passive
Goal
Seeks to provide exposure to large-, mid- and small-cap equities diversified across growth and value styles.