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Topic: Index fund


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In the News (Mon 4 Jun 12)

  
  Fool.com: The S&P 500 Index Fund [Mutual Fund Center]
But mutual fund investors have their own Buffet in John Bogle of the Vanguard Group, whose Common Sense on Mutual Funds contains a distillation of facts, figures, and analysis on mutual funds and are the most comprehensive and useful education that a mutual fund investor can acquire.
The differential between actively managed funds and passively managed index funds is very easily explicable.
The expense ratio of the average fund, that is the average amount of expenses that a fund charges its shareholders every year, was about 1.3% during the period.
www.fool.com /mutualfunds/indexfunds/indexfunds01.htm   (771 words)

  
 Index Funds
An index fund will attempt to achieve its investment objective primarily by investing in the securities (stocks or bonds) of companies that are included in a selected index.
Because the investment objectives, policies, and strategies of an index fund require it to purchase primarily the securities contained in an index, the fund will be subject to the same general risks as the securities that are contained in the index.
In addition, because an index fund tracks the securities on a particular index, it may have less flexibility than a non-index fund to react to price declines in the securities contained in the index.
www.sec.gov /answers/indexf.htm   (380 words)

  
 Rethinking the index fund - May 28, 1998
An index fund manager's job is not to use his research and intuition to find the best stocks.
Index fund managers must continue to put their money in the stock market whether they want to or not.
Vanguard suggests having 50 percent of your investments in index funds (30 percent in stock index funds, 20 percent in bond index funds) with the remaining 50 percent in active funds.
money.cnn.com /1998/05/28/investing/q_indexfunds   (1139 words)

  
 Hedge Fund Consistency Index, Hedge Funds Research
A Hedge Fund (for example, a fund of funds) and its managers or advisors may rely on the trading expertise and experience of third-party managers or advisors, the identity of which may not be disclosed to investors
In a fund of funds or similar structure, fees are generally charged at the fund as well as the sub-fund levels; therefore fees charged investors will be higher that those charged if the investor invested directly in the sub-fund(s).
Certain of the information, including investment returns, valuations, fund targets and strategies, has been supplied by the funds or their agents, and other third parties, and although believed to be reliable, has not been independently verified and its completeness and accuracy cannot be guaranteed.
www.hedgefund-index.com   (1108 words)

  
 BLDRS ADR INDEX FUND FAMILY - DEVELOPED MARKETS 100 (ADRD)   (Site not responding. Last check: 2007-11-02)
The Fund's portfolio is designed to correspond generally, before fees and expenses, to the price and yield performance of publicly-traded depositary receipts comprising The Bank of New York Developed Markets 100 ADR Index.
Fund shares are designed to trade at a fixed percentage of the level of its underlying index.
The Fund is designed to correspond generally, before fees and expenses, to the price and yield performance of the depositary receipts in The Bank of New York Developed Markets 100 ADR Index, and not to outperform it.
www.bldrsfunds.com /bldrs_dm100_faq.jsp   (2179 words)

  
 Index Fund Imposters - Forbes.com   (Site not responding. Last check: 2007-11-02)
Index funds debuted in 1976, when Vanguard launched the 500 Index fund (VFINX), which seeks to match the performance of the Standard and Poor's 500 index.
The mutual fund industry is happy to oblige by creating "indexes" that are really just a managed portfolio frozen in time, or worse, a portfolio that changes a lot as managers tweak the index.
Index funds are supposed to be relatively constant, so trading costs and expenses are kept to a minimum.
www.forbes.com /2001/05/14/0514funds.html   (1085 words)

  
 [No title]
This mutual fund is designed to serve the long-term investment needs of United Association local unions, individual members, their families, friends and neighbors.
What sets it apart from many other funds is its accessibility to both locals and their members, as well as the general public.
The UA S&P 500 Index Fund is/are available to U.S. investors only and may not be available in all states.
www.uafund.com   (283 words)

  
 Atlas Funds: S&P 500 Index Fund   (Site not responding. Last check: 2007-11-02)
Fund Holdings and Portfolio Allocation are presented as a percentage of net assets and are subject to change.
The S&P 500 Index Fund invests all of its assets in a separate mutual fund, the Master Portfolio, which has the same investment objective.
Performance shown for the S&P 500 Index Fund for periods prior to August 16, 2000, reflects that of the Master Portfolio, adjusted for current fund net operating expenses.
www.worldsavings.com /servlet/wsavings/mutual-funds/index-fund.html   (327 words)

  
 MainStay S&P 500 Index Fund
Index funds seek to match their respective indices, unlike other funds which generally seek to beat an index or indices.
The Fund normally invests at least 80% of its total assets in stocks in the S&P 500 Index in the same proportion, to the extent feasible, as they are represented in the index.
The Fund may invest in derivatives, which may increase the volatility of the Fund's net asset value and may result in a loss to the Fund.
www.nylim.com /mainstayfunds/0,2058,20_1024270,00.html   (1013 words)

  
 The Lowdown On Index Funds
Index funds have provided investors with a return that is directly linked to individual markets while charging minimal amounts for expenses.
An index fund is passive management in action: it is a mutual fund that attempts to mimic the performance of a particular index.
The second reason to choose an index fund is the low expense ratios.
www.investopedia.com /articles/basics/03/032803.asp   (900 words)

  
 International Stock Index Fund - Plan3/PERS
The MSCI EAFE Index consists of approximately 1,000 stocks in 21 countries outside of North and South America and represents approximately 85 percent of the free float adjusted total market capitalization in those countries.
The International Stock Index Fund employs an index replication approach to construct a fund that seeks to replicate the returns of the index.
The fund attempts to buy and hold all of the index securities in market-weighted proportion; stocks are traded when there is a change to the index.
www2.icmarc.org /xp/plan3/pers/investing/funds/intlstock-index.xml   (402 words)

  
 Small Cap Index Fund
The Fund is not managed according to traditional methods of “active” investment management, which involve the buying and selling of securities based upon economic, financial and market analyses and investment judgment.
Instead, the Fund utilizes a “passive” or “indexing” investment approach that attempts to replicate, before expenses, the performance of the Russell 2000.
The Fund intends to purchase investments so that the market capitalizations, industry weightings and other fundamental characteristics of the stocks chosen are similar to the Russell 2000 as a whole.
www.aafunds.com /webslicks/scapindex.html   (132 words)

  
 Index Fundology : Index Funds Advisors
Index Funds Advisors, Inc. also works with a global network of advisors that specialize in portfolios of index funds.
Active managers who have claimed to outperform a market average or index have also implied that they have the power to predict tomorrow’s news.
The average actively managed investment must under perform the indexed investment, when all costs are deducted.
www.indexfundology.com   (429 words)

  
 Fool.com: Spiders: The Index Fund Alternative [Mutual Fund Center]
One of the main differences between a trust and a mutual fund is that a trust does not have to distribute capital gains.
In a index fund if there were mass selling that caused the fund to liquidate part of its portfolio, it would cause tax consequences for investors that would be distributed at year end -- the same is not true for SPDRs.
The cost of running the SPDR is 0.1845%, versus 0.30% to 0.50% for many SandP 500 Index funds.
www.fool.com /mutualfunds/indexfunds/indexfunds04.htm   (733 words)

  
 Vanguard Goes the Sector Index Fund Route
The fund family that offered the first index funds to investors is now set to offer 11 more -- plus another nine (count 'em) exchange-traded funds to boot.
Adherents to index investing may shudder at such specific offerings -- after all, the idea of indexing is to invest on the cheap and garner the returns of the market -- not try to outpace the market.
Surely these funds will be used by investors betting on certain sectors to outperform the overall market -- a market-timing strategy that flies in the face of most indexing zealots.
www.thestreet.com /funds/beverlygoodman/10105530.html   (493 words)

  
 Index Funds Advisors, Inc. | Matching People with Portfolios
Index Funds Advisors (IFA) is a fee-only independent financial advisor that provides wealth management by utilizing risk-appropriate, returns-optimized, and tax-managed portfolios of index funds.
The IFA advice is based on the highly respected research indexes designed by Eugene Fama and Kenneth French and documented in their empirical and peer-reviewed publications.
Index funds are mutual funds with clearly defined sets of rules of ownership that are adhered to, regardless of current market conditions.
www.indexfund.com   (1526 words)

  
 Index Funds, Inc. - Index Funds Investing - indexfunds.com
is a comprehensive resource on index funds investing, promoting a commonsense approach that seeks to maximize expected returns at each level of risk ultilizing index portfolios.
An index fund can be defined as a mutual fund or exchange traded fund (ETF) with a clearly defined set of rules of ownership, that are held constant regardless of market conditions.
Among low cost index funds, risk factor exposure and index construction rules are more important than fees.
www.indexfunds.com   (812 words)

  
 iShares Russell 2000 Growth Index Fund (IWO): Overview
The iShares Russell 2000 Growth Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, the small capitalization growth sector of the U.S. equity market, as represented by the Russell 2000 Growth Index.
The index represents approximately 50% of the Russell 2000 Index.
This and other information can be found in the Funds' prospectuses, which may be obtained by calling 1-800-iShares (1-800-474-2737) or click here to view or download a prospectus.
www.ishares.com /fund_info/detail.jhtml;jsessionid=AVCMH4XPUIJWWRJUMRFRBGSFGQ0BYD50?investorType=INST&symbol=IWO   (596 words)

  
 U.S. Stock Market Index Fund - Plan3/PERS
The Russell 3000 Index is comprised of the 3000 largest stocks in the U.S. market and accounts for approximately 98 percent of the U.S. stock market capitalization.
The fund is structured as an umbrella that owns units of the S&P 500 and the Russell 3000 minus the S&P 500 securities in their capitalization weighted positions.
The U.S. Stock Market Index Fund is intended for members who want an investment designed to parallel the returns of the Russell 3000 Index.
www.icmarc.org /xp/plan3/pers/investing/funds/stockmkt-index.xml   (427 words)

  
 Vanguard Introduces Social Index Fund   (Site not responding. Last check: 2007-11-02)
Vanguard's new no-load fund is designed to track the performance of the Calvert Social Index, a new benchmark for socially responsible investors launched last week by Calvert Group, one of the leading providers of social investment products.
Vanguard is considered a leading provider of index funds for individual investors, having pioneered the concept with the introduction of Vanguard 500 Index Fund in 1976, and with today's additions the company broadens its index fund roster to 32 offerings.
The expense ratio for the Vanguard Calvert Social Index Fund is a rock-bottom 0.25 percent, reflecting the monumental economy of scale afforded by one of the larges fund companies in the world.
www.socialfunds.com /news/article.cgi/article240.html   (633 words)

  
 Index Fund Portfolios | Armchair Millionaire
A well-known example is the SandP 500, made up of 500 of the largest companies in the U.S. An index fund seeks to do nothing more than match the performance of its index, which it does by either owning every stock in the index, or a representative sampling of it.
It's because the "average" of index funds is actually better than the performance of most actively managed funds.
Once you have the base of your portfolio established with funds of the major indexes, consider spicing it up a bit with one or two index funds that specialize in one sector or industry.
www.armchairmillionaire.com /features/ask_indexfunds_5.7.02.shtml   (587 words)

  
 The Gateway Fund: Fund Strategy
The Lehman Brothers U.S. Intermediate Government/Credit Bond Index is the intermediate component of the Lehman Brothers U.S. Government/Credit Index and is a widely recognized index which features a blend of U.S. Treasury, government-sponsored (U.S. Agency and supranational), mortgage and corporate securities limited to a maturity of no more than ten years.
The Lehman Brothers U.S. Long Government/Credit Bond Index is the long component of the Lehman Brothers U.S. Government/Credit Index and is a widely recognized index which features a blend of U.S. Treasury, government-sponsored (U.S. Agency and supranational), mortgage and corporate securities limited to a maturity of no more than ten years.
Gateway Fund performance data that is current to the most recent month-end is available on this website or by calling 800.354.6339.
www.gatewayfund.com /prof/strategy.asp   (1161 words)

  
 ETFConnect - Fund Quick Facts - iShares MSCI Singapore Index Fund - EWS
The Singapore Index Fund seeks to provide investment results that correspond generally to the price and yield performance of publicly traded securities in the aggregate in the Singapore market, as represented by the MSCI Singapore (Free) Index.
The Singapore Index Fund's holdings are mainly concentrated in the banking industry.
Income from this fund may be subject to state and local taxes, as well as to the alternative minimum tax.
www.etfconnect.com /select/fundpages/etf_funds.asp?MFID=23381   (487 words)

  
 International Stock Index Fund   (Site not responding. Last check: 2007-11-02)
This Fund is managed to track the performance of the Morgan Stanley Capital International Europe, Australasia and Far East Index, an index of more than 1,000 stocks representing over 20 developed market countries.
Because the Fund's underlying investments are stocks and other securities that act like stocks, the Fund is appropriate for long-term investors who can tolerate fluctuations in the value of their account.
The Fund's current performance may be higher or lower than the past performance quoted.
www.homesteadfunds.com /homesteadfunds/NoLoadFunds/fndIntStock   (428 words)

  
 MainStay Equity Index Fund   (Site not responding. Last check: 2007-11-02)
To provide investment results that correspond to the total return performance (and reflect reinvestment of dividends) of publicly traded common stocks represented by the S&P 500 Index.
The Fund normally invests at least 80% of its net assets in stocks in the S&P 500 Index in the same proportion, to the extent feasible, as they are represented in the index.
The Fund may invest in derivatives, which may increase the volatility of the Fund's net asset value and may result in a loss to the Fund.
www.nylim.com /mainstayfunds/0,2058,20_1002493,00.html   (813 words)

  
 Vanguard - Index Funds - Prices and performance
The performance data shown represent past performance, which is not a guarantee of future results.
Vanguard index funds apply a $10 annual maintenance fee to accounts with balances below $10,000, which is not reflected in the figures.
Click a fund name to view the fund profile for additional detail.
www.vanguard.com /VGApp/hnw/FundsIndexOnly   (296 words)

  
 Index Fund
Investing in an index fund is a form of passive investing.
Is it possible to lose all of your investment in an index fund?
Standard & Poor's 500 Index - S&P 500
www.investopedia.com /terms/i/indexfund.asp   (283 words)

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