Why invest in INDEX?
INDEX is the new independent alternative. We are the index fund that offers “Index Voting Choice”, giving index investors a voice.
Fund Description and Objective
The ONEFUND S&P 500® seeks to replicate the total return of the S&P 500® Index before fees and expenses.
S&P 500® Index
The S&P 500® is widely regarded as the best single gauge of large-cap U.S. equities. The index includes 500 leading companies and covers approximately 80% of available market capitalization.
S&P 500® Index Attributes
Created in 1957, the S&P 500® was the first U.S. market-cap-weighted stock market index. Today, it’s the basis of many listed and over-the-counter investment instruments. This world-renowned index includes 500 of the top companies in leading industries of the U.S. economy.
The S&P 500® is part of a series of S&P Dow Jones U.S. equity indices that can be used as mutually exclusive building blocks; the index does not overlap holdings with the S&P MidCap 400® or S&P SmallCap 600®. Together, they constitute the S&P Composite
Sectors
As of 10/31/23
- Information Technology - 28.1%
- Health Care - 13.1%
- Financials - 12.8%
- Consumer Discretionary - 10.6%
- Communication Services - 8.7%
- Industrials - 8.3%
- Consumer Staples - 6.6%
- Energy - 4.5%
- Utilities - 2.5%
- Materials - 2.4%
- Real Estate - 2.4%
Current and future portfolio holdings are subject to change. Holdings are subject to change.
FUND DETAILS
As of 11/15/23
A MINIMALIST INVESTMENT STRATEGY
ONE SIMPLE PLAN
1. Buy Index
2. Setup Auto Deposits
3. Own the Market Long-Term
4. Ignore the News
5. Live Your Life
INDEX Performance
As of 09/30/23
Performance data quoted represents past performance, which is not a guarantee of future results. Current performance may be lower or higher than the performance quoted. The principal value and investment return of an investment will fluctuate so that your shares, when redeemed, may be worth more or less than their original cost.
The Hidden Battle for Control of Corporate America
Bogle's Last Warning
“If historical trends continue, a handful of giant institutional investors will one day hold voting control of virtually every large U.S. corporation…Three index fund managers dominate the field with a collective 81% share of index fund assets… Such domination exists primarily because the indexing field attracts few new major entrants.”
Wall Street Journal, 11.29.18
Jack Bogle: Founder of Vanguard and the First Index Mutual Fund
Interesting Market Cap Facts
As of 06/30/23
The Top 5 companies make up 23% of the index
The Bottom 100 companies make up 2.6% of the index
The Bottom 200 companies make up 7.4% of the index
Tech sector accounts for 36% of the portfolio*
*Combines Information Technology and Communications Services sectors
Not all Index Funds are created EQUAL
S&P 500® Index (Market Cap) – top 5 companies have the same weighting as the bottom 369 companies.
Better After Crash Index Strategy?
Directly following the last two largest stock market crashes, the S&P 500® EQUAL WEIGHT INDEX rebounded much faster than the MARKET CAP S&P 500® INDEX.
And the DIFFERENCE WAS SIGNIFICANT.
+13.17% from 2003-2004
+26.70% from 2009-2010
Past performance is not indicative of future results. Short term performance does not equal long term performance. Indexes are not managed, it is not possible to invest directly in an index.
*Source: ONEFUND as of 12/31/22