We believe low-cost index investing is the future of investing.





A Proven Path

Since 1957, the S&P 500 has been regarded as the best single gauge of the U.S. Equities market. There is over $7.8 trillion USD benchmarked to the index, with index assets comprising approximately $2.2 trillion USD of this total. The index includes 500 leading companies and captures approximately 80% coverage of available market capitalization.

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 more than 50% of the holdings.

Ticker Symbol: INDEX

Performance is Everything

Don’t let anyone confuse the issue. After all the talk and fancy presentations, investors need to see performance.

That’s the point of investing, right? We think so.

For us it’s simple. If you are not satisfied with your portfolio’s performance, we think it’s a great time to experience the potential benefits of low-cost index investing.

After scouring the world of indexes, we found what we believe to be the best kept secret on Wall Street:

The S&P 500 Equal Weight Index.




While there is over $7 trillion USD benchmarked to the S&P 500 Index, most investors and managers find it difficult to beat the S&P 500 Index.

According to the most recent SPIVA report by Standard and Poors “The S&P 500 had its third straight year of double-digit gains in 2014, returning 13.69% (returns were 32.39% in 2013 and 16% in 2012). Based on data as of Dec. 31, 2014, 86.44% of large-cap fund managers underperformed the benchmark over a one-year period. This figure is equally unfavorable when viewed over longer-term investment horizons. Over 5- and 10-year periods, respectively, 88.65% and 82.07% of large-cap managers failed to deliver incremental returns over the benchmark.

Although the Index vs Manager debate rages on, you don’t have to be a rocket scientist to see that you're in elite company if you simply match the performance of S&P 500 Index. In fact, the S&P 500 Index is so difficult to beat, we had to find another S&P 500 Index in order to outperform it!



During the past 10 years, Index equity mutual funds have nearly doubled their market share. We believe this growth trend will continue. Why are investors choosing low-cost index mutual funds over traditional actively managed mutual funds? We believe the answer is simple. Index fund investing lowers costs and removes the noise, allowing investors to focus on what really matters… performance.

[This data encompasses the index equity mutual fund industry as a whole, not a specific mutual fund or company]

What Great Minds are Saying

Don't listen to us. Listen to them.


Warren Buffett to heirs: Put my estate in index funds

"My advice to the trustee couldn't be more simple: Put 10% of the cash in short-term government bonds and 90% in a very low-cost S&P 500 index fund. (I suggest Vanguard's.) I believe the trust's long-term results from this policy will be superior to those attained by most investors — whether pension funds, institutions or individuals — who employ high-fee managers.”  -- March 13, 2014


“DOL Rule Could Drive $1 Trillion Into Index Funds, Morningstar Says”

A new ruling passed by the U.S. Department of Labor sets new fiduciary standards for financial advisors serving retirement accounts. This article discusses how this new ruling could send $1 trillion in new assets to passive investment products according to analysts at Morningstar Inc. -- FA‐ November 2, 2015


Tom Dorsey

“Why do you think it is that you never hear about the equal-weighted S&P 500 on TV anywhere? Always cap weight; you never hear about equal weight. I’ll tell you why. Because the equal-weight index—the exact same 500 stocks reweighted—outperformed the cap-weighted hands down for the last 15 years easily. If you were in the equal weight and did absolutely nothing, you’d probably outperform 100% of the money managers out there.” -- Tom Dorsey June 1, 2015


Peter Lynch

"Most investors would be better off in an index fund." - Barron's, p. 15, April 2, 1990


John Bogle

“When there are multiple solutions to a problem, choose the simplest one.” ― John C. Bogle, The Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns


Federal Reserve Chairman Ben Bernanke told an audience of private equity fund managers:

“Once you start to try and trade the market – I don’t care how good you are, how smart you are — you will not beat an index fund.” -- May 13, 2015

Past performance is not indicative of future results.



On Wall Street, it’s easy to get lost in the fancy presentations, expensive suits and endless talk, blah, blah, blah. If you are like us, you want to say, “Okay, fine, but what is my performance?”

We tried to beat the S&P 500 Index for 20 years and couldn’t, so we created a Mutual Fund Company solely dedicated to investing in low cost index funds. Our first index fund tracks our favorite index: The S&P 500 Equal Weight Index. We wanted it to be easy for investors to remember and to tell their friends, so we chose a ticker symbol everyone can remember: INDEX. Simple and to the point, just like owning the S&P 500 companies equally.

We believe Wall Street should be an equal playing field for all investors. In our opinion, low cost index investing begins to tilt the control of Wall Street back to the investor. And that is something we are passionate about.

Take the performance test. If your portfolio’s performance is better, stick with it. If not, maybe now is the time for change. After trying to beat the S&P 500 Index for 20 years, we have concluded that it is the best strategy on Wall Street.

Test it and see. We believe this one simple strategy has the power to change the way the world invests.


Ticker Symbol: INDEX



INVESTMENT OBJECTIVE: The Index Funds S&P 500 Equal Weight (INDEX) seeks to replicate, before fees and expenses, the total return of the S&P 500 Equal Weight Index.