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.

The S&P 500 Equal Weight Index

 

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, 2017, the S&P 500® Index outperformed 84% of all large-cap funds during the past 5 years and 89% 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 GROWING

 

 

 

 

During the past 10 years, Index equity mutual funds have nearly 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]

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

 

^Basis points is a unit of measure used in finance to describe the percentage expense in the value or rate of a financial instrument. One basis point is equivalent to 0.01% (1/100th of a percent) or 0.0001 in decimal form.

* The Index Group, Inc. has agreed to waive and/or reimburse fees or expenses from gross of 1.98% to net of 0.25% Total Annual Fund Operating Expenses After Fee Waiver/Expense Reimbursement (excluding acquired fund fees and expenses, brokerage expenses, interest expenses, taxes and extraordinary expenses) of the Fund’s average daily net assets for No Load Class shares. This agreement is in effect through July 31, 2019. This agreement may not be terminated or modified by the Adviser prior to this date except with the approval of the Fund’s Board of Trustees.

 

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.