American Association of Individual Investors

American Association of Individual Investors

Customizing Your Large-Cap Allocation With ETFs and Mutual Funds

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AAII
Mar 23, 2026
∙ Paid

An examination of the ETF and mutual fund options that can fill the large-cap domestic equity portion of a portfolio.

by Cynthia McLaughlin | March 2026

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  • Understand why AAII Asset Allocation Models use large-cap stocks as a core 20% portfolio component.

  • Learn criteria for selecting low-cost, high-performing large-cap ETFs and mutual funds across blend, growth and value styles.

  • Compare index and active fund options, expenses, risk measures and index construction to align choices with your objectives.

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