INDEX Funds

The Original Index Fund. Reimagined.

Buy Ticker Symbol: INDEX

Track the S&P 500® Equal Weight Index.  Same 500 companies.  Held Equally.

the index answer

INDEX Is The Non-Institutional Choice

Jack 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

INDEX is Our Response

“We predicted Bogle’s warning years ago when we launched INDEX. INDEX gives investors another choice. A fund not backed by giant institutions. We are proud to say we are in a category of our own as a non-institutional S&P 500® EWI Index. Taking it a step further, we are soon rolling out a ground breaking system that will allow investors to have a voice like never before.  “

Michael Willis, Founder of INDEX

Not All Index Funds Are Created Equal

Did you know your S&P 500® Index Fund might look like this?

The S&P 500® Index’s top 5 companies versus its bottom 370.

The S&P 500® Index Fund (Equal Weight) uses an equal weighted strategy.

Rebalanced quarterly to keep you on track.

*As of August 31, 2020

The S&P 500® Equal Weight Index

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.

This is a hypothetical illustration that does not include fees nor does it represent any actual investment since you cannot invest directly into an index. Past performance does not guarantee future results. Index returns are not Fund returns.

Buy INDEX. Join the movement.

Better After Crash Index Strategy?

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

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.

One Simple Plan

01
Buy INDEX
02
Setup Auto Deposits
03
Believe in the Success of the Top 500 Brands in America
04
Ignore the News
05
Live Your Life

Our Best Idea After a Crash

for individual investors
for financial advisors
Our Company Values

A Company That Thrives On Innovation and Fresh Ideas

We at INDEX say no to bureaucracy and institutions. Where many of our competitors stop, we begin.

The Human element

Founder Led

A fund run by real people, not giant institutions.

Michael Willis
Founder

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.”

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.”

You've met the rabbit (trading)

Now meet the turtle.

INDEX app coming soon

INDEX app coming soon. Join the waitlist.

RELAX. ENJOY.

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RELAX. ENJOY.

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

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.

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.