Fund at a Glance
Index investing has become one of the most popular investment styles in the United States. We feel that in efficient markets, the lower relative fees give our index funds a distinct advantage over actively managed funds with similar investment styles. Furthermore, investing in an index fund gives the investor diversification and a predictable management style.
Please note that diversification does not guarantee a profit or protect against loss.
- The stocks in the Fund represent roughly 7.3% of the total market index as measured by the S&P 1500 Composite Index.
- It is made up of medium-sized companies, many of which are leaders in their respective industries.
- The portfolio invests in each major market sector.
- The stocks held by the Fund are different than those included in the S&P 500 and S&P SmallCap Index Funds. Therefore, it represents a diversification opportunity for investors of our other index funds.
An investment in the Fund involves risk, including possible loss of principal. Fund information is not intended to represent future portfolio composition. Portfolio holdings are subject to change and should not be considered a recommendation to buy individual securities.
The Fund is primarily invested in the U.S. stock market. During a declining stock market, an investment in this Fund would lose money.