PERFORMANCE IS EVERYTHING

We believe low-cost index investing is the future of investing.

INDEX FUNDS S&P 500 EQUAL WEIGHT NASDAQ Ticker Symbol: INDEX

 

 

 

A Proven Path

Since 1957, the S&P 500 has been regarded as the best single gauge of the U.S. Equities market. There is over $7.8 trillion USD benchmarked to the index, with index assets comprising approximately $2.2 trillion USD of this total. The index includes 500 leading companies and captures approximately 80% coverage of available market capitalization.

The S&P 500 Equal Weight Index is the equal weight version of the S&P 500 Index. It contains the same constituents as the cap-weighted S&P 500, but each company in the S&P 500 Equal Weight Index is allocated the same weight at each quarterly rebalance. Therefore, the holdings are balanced across all of the S&P 500 companies evenly over time. Whereas, the cap-weighted S&P 500 Index over-weights the 50 largest companies with more than 50% of the holdings.

INDEX FUNDS S&P 500 EQUAL WEIGHT
Ticker Symbol: INDEX

Performance is Everything

Don’t let anyone confuse the issue. After all the talk and fancy presentations, investors need to see performance.

That’s the point of investing, right? We think so.

For us it’s simple. If you are not satisfied with your portfolio’s performance, we think it’s a great time to experience the potential benefits of low-cost index investing.

After scouring the world of indexes, we found what we believe to be the best kept secret on Wall Street:

The S&P 500® Equal Weight Index.

s&p500-equal-weight

 

CAN INVESTORS OUTPERFORM THE S&P 500® INDEX?

While there is over $7 trillion USD benchmarked to the S&P 500® Index, most investors and managers find it difficult to beat the S&P 500® Index.

According to the SPIVA report by Standard and Poor’s dated December 31, 2016, the S&P 500® Index outperformed 88% of all large-cap funds during the past 5 years and 84.6% of all large-cap funds during the past 10 years. The 15-year number is even stronger, with less than 8% of large-cap funds outperforming the S&P 500® Index during that time period.

While the Index vs Manager debate rages on, common sense would suggest that you are in elite company if you simply match the performance of S&P 500® Index. In fact, the S&P 500® Index is so difficult to beat, we had to find another version of the S&P 500® Index in order to outperform it!

INVESTORS HAVE SPOKEN – MARKET SHARE DOUBLED

 

 

 

 

During the past 10 years, Index equity mutual funds have doubled their market share. We believe this growth trend will continue. Why are investors choosing low-cost index mutual funds over traditional actively managed mutual funds? We believe the answer is simple. Index fund investing lowers costs and removes the noise, allowing investors to focus on what really matters… performance.

 

[This data encompasses the index equity mutual fund industry as a whole, not a specific mutual fund or company]

What Great Minds are Saying

Don't listen to us. Listen to them.

warren-buffett

Warren Buffett to heirs: Put my estate in index funds

"My advice to the trustee couldn't be more simple: Put 10% of the cash in short-term government bonds and 90% in a very low-cost S&P 500 index fund. (I suggest Vanguard's.) I believe the trust's long-term results from this policy will be superior to those attained by most investors — whether pension funds, institutions or individuals — who employ high-fee managers.”  -- MarketWatch.com March 13, 2014

dol

“DOL Rule Could Drive $1 Trillion Into Index Funds, Morningstar Says”

A new ruling passed by the U.S. Department of Labor sets new fiduciary standards for financial advisors serving retirement accounts. This article discusses how this new ruling could send $1 trillion in new assets to passive investment products according to analysts at Morningstar Inc. -- FA‐mag.com November 2, 2015

tom-dorsey

Tom Dorsey

“Why do you think it is that you never hear about the equal-weighted S&P 500 on TV anywhere? Always cap weight; you never hear about equal weight. I’ll tell you why. Because the equal-weight index—the exact same 500 stocks reweighted—outperformed the cap-weighted hands down for the last 15 years easily. If you were in the equal weight and did absolutely nothing, you’d probably outperform 100% of the money managers out there.” -- Tom Dorsey June 1, 2015 ETF.com

peter-lynch

Peter Lynch

"Most investors would be better off in an index fund." - Barron's, p. 15, April 2, 1990

john-bogle

John Bogle

“When there are multiple solutions to a problem, choose the simplest one.” ― John C. Bogle, The Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns

BEN-BERNANKE

Federal Reserve Chairman Ben Bernanke told an audience of private equity fund managers:

“Once you start to try and trade the market – I don’t care how good you are, how smart you are — you will not beat an index fund.” -- MarketWatch.com May 13, 2015

Past performance is not indicative of future results.

THE INDEX FUNDS STORY

 

On Wall Street, it’s easy to get lost in all of the fancy presentations, expensive suits and marble hallways. If you are like us, you want to say, “Okay, fine, but what is my performance?”

We tried to beat the S&P 500® Index for 20 years and couldn’t, so we created a Mutual Fund Company solely dedicated to investing in low cost index funds. Our flagship index fund tracks our favorite index: The S&P 500® Equal Weight Index. Our goal has always been to help simplify Wall Street. Good ideas should be easy to understand and simple for investors to find. In this regard, we think our ticker symbol says it all: INDEX. Simple and to the point, just like owning the S&P 500® companies equally.

We believe Wall Street should be an equal playing field for all investors. In our opinion, low cost index investing begins to tilt the control of Wall Street back to the investor. And that is something we are passionate about.

Take the performance test. If your portfolio’s performance is better, stick with it. If not, maybe now is the time for change. After trying to beat the S&P 500® Index for 20 years, we have concluded that it is the best strategy on Wall Street.

Test it and see. We believe this one simple strategy has the power to change the way the world invests.

  

INDEX FUNDS S&P 500 EQUAL WEIGHT
Ticker Symbol: INDEX

 

 

INVESTMENT OBJECTIVE: The Index Funds S&P 500 Equal Weight (INDEX) seeks to replicate, before fees and expenses, the total return of the S&P 500 Equal Weight Index.