Explore total market funds and check the overlap: test your skills
A total-market fund adds mid and small companies to the large ones — thousands of holdings in one fund. Answer each question to see the explanation; your score appears at the end.
This test checks that you can
- Explain what a total-market fund holds
- Compare it with an S&P 500 fund
- Know what else a portfolio might need
- Practice
1. A total US market fund holds…
- Practice
2. Why do total market and S&P 500 funds move similarly?
- Practice
3. A total US market fund includes international companies…
- Key idea
4. Which statement best explains "Thousands of companies, one fund"?
- Key idea
5. Which statement best explains "Similar but not identical"?
- Key idea
6. Which statement best explains "US only"?
- Action plan
7. In the action plan, which step comes first?
- Mistake to avoid
8. Which of these is a mistake this lesson warns against?
- Mistake to avoid
9. Which of these is a mistake this lesson warns against?
You hold $6,000 in a total-market fund where mid and small companies are 20%. How much is in mid and small companies?
Show the answer
$1,200
$6,000 × 0.2 = $1,200.
If you hold two US stock funds, check how much their top holdings overlap.
More tests in this bootcamp
- See how compound interest builds over time
- Understand index funds, diversification and fees
- What is an ETF? Understand the basket behind a share
- Compare ETFs and mutual funds without the jargon
- Understand the S&P 500 and what it leaves out
- Explore total market funds and check the overlap
- Understand international diversification and currency risk
- Look beyond the story of a sector or thematic fund
- Understand a three-fund portfolio and rebalancing
- Learn dollar-cost averaging: a schedule instead of market timing
- Final exam: Funds and portfolios