INDEX Funds

Why invest in INDEX

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

Fund Details

As of 09/30/2020

Fund Details

As of 09/30/2020

Fund Description and Objective

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


S&P 500® Attributes
Created in 1957, the S&P 500® was the first broad U.S. market-cap-weighted stock market index and has been regarded as the best single gauge of the U.S. Equities market. This world-renowned index includes 500 of the top companies in leading industries of the U.S. economy. Focusing on the large-cap segment of the market, the S&P 500® covers approximately 80% of available U.S. market capitalization.

S&P 500® Equal Weight Index vs. S&P 500® Index (cap-weighted)

A $10,000 investment into the S&P 500® Equal Weight Index at it’s inception on 1/08/2003 until 12/31/2019 would have grown to over $63,000.

As of 09/30/2020

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. Life Your Life

INDEX uses an Equal Weight Strategy

S&P 500® EQUAL WEIGHT INDEX  

Equally weights all 500 companies

S&P 500® INDEX (CAP-WEIGHTED)

Overweights the largest companies

For illustrative purposes. Does not represent an actual index.

INDEX Performance

As of 09/30/2020

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 Cap-Weighted Facts

  • The Top 5 companies make up 22% of the index

  • The Bottom 100 companies make up 3% of the index

  • The Bottom 200  companies make up 7% of the index

  • Tech sector accounts for 39% of the portfolio*

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 CAP-WEIGHTED S&P 500® INDEX.

 
And the ALPHA WAS SIGNIFICANT.

Not all Index Funds are created EQUAL

The top 5 companies have the same weighting as the bottom 357 companies.

Note: Not all 500 companies are represented here, just the largest and smallest in terms of market capitalization for illustration purposes. As of 11-2020.

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 04/01/2020

The First Open Proxy Index Fund

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