INDEX Funds

About INDEX

Why invest in INDEX

INDEX is the new independent alternative. We are the leading competitor in the S&P 500® Equal Weighting Space. We are the first index fund to offer “pass-through” polling, effectively giving index investors a voice for the first time.

Our Values

What Makes INDEX different?

Open Proxy

We believe everyone has the right to a voice.

Minimialsim

We believe the S&P 500® is the best strategy on Wall Street.

Independent Alternative

We stand as the independent and uniquely position alternative index.

Founder Run

A fund run by real people, not giant institutions.

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Michael Willis | Founder | Lead Portfolio Manager

Mike has worked in the Wall Street industry for the past 25 years. He is the Lead Portfolio Manager for INDEX FUNDS and previously worked for UBS, Paine Webber, & Smith Barney. Mike enjoys turning big ideas into reality.

“I do what I say I’m going to so, I do it right, and I don’t stop until it’s done.”

CEO & Founder Index Funds

Todd Johnson | Co-Founder

Todd worked in the mainframe software industry for 24 years before joining Mike to create INDEX. His persistence and inability to accept rejection often makes him the last man standing. Todd is hard wired to win and lives to be free. 

“Obstacles and rejection always surround great opportunities, so they motivate me.”

Co- Founder Index Funds

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Massive Industry Potential
72 M
Mutual Fund Holders
A Growing Market
$ 0 T
in index funds
Few Active Voters
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Our Story

The Index Funds S&P 500® Equal Weight seeks to replicate the total return of the S&P 500® Equal Weight Index before fees and expenses.

S&P 500® Equal Weight Index
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 close to 50% of the holdings.1

Our Goal

The Index Funds S&P 500® Equal Weight seeks to replicate the total return of the S&P 500® Equal Weight Index before fees and expenses.

S&P 500® Equal Weight Index
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 close to 50% of the holdings.1

The First Open Proxy Index Fund

Where you invest matters.
Don't feed the giants.

The Independent Alternative Choice. Join the movement.

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RELAX. ENJOY.

Thank you for visiting our website.

By clicking the following link, you are leaving Index Funds website. This link is provided for informational purposes only and Ultimus Fund Solutions, LLC is not responsible for the content beyond this point.

Please click “Go to URL…” to leave this website and proceed to selected site.