These funds seek to mirror a broad-based index, most often the S&P (Standard & Poor's) 500-stock index. Because they are not actively managed, these funds usually have low management fees.
Mutual fund that invests in the securities of a particular stock market index. Although a relatively recent investment vehicle, index funds now range from those based on key indexes like the New York Stock Exchange Index or the S&P 500, to highly specialized indexes that follow one or more categories of bonds, various foreign stocks, precious metals, etc. Index funds tend to require less active portfolio management; as a result, in some cases their expenses are lower than those of other mutual funds.
a mutual fund designed to resemble a particular stock or bond market index, such as the S&P 500 or the Wilshire 5000, and match its performance.
A mutual fund portfolio containing most of the securities in a broad-based index, such as the S&P 500 Index. The securities are present in the same proportion as they are included in the index. Its performance, according to the efficient market theory, should mirror the market as a whole.
A fund that specializes in the purchase of securities that match or represent a specific index. For example, BSE 30 index is a fund that seeks to mimic the returns represented by the BSE Sensex.
A type of mutual fund comprised of investments that are distributed in a similar manner to major stock indexes, like the Dow Jones Industrial Average. The value of an index fund is tied to the performance of the index it is based upon.
A mutual fund with the objective to mirror the performance of a given benchmark (e.g., S&P 500, DJIA, FTSE 100).
mutual fund managed to generate returns in line with those of a stated benchmark, such as the Standard & Poor's 500 Stock Index, the MSCI EAFE Index or the Russell 2000 Stock Index (see indexing).
A portfolio that seeks to replicate the investment characteristics of a broad-based index. The Trust’s 500 Stock Index is structured so that it performs as closely as possible to the performance of the S&P 500 Index.
A fund that invests in the group of securities represented by a particular index, in an attempt to match the performance of that index as a whole.
A mutual fund that holds all or nearly all stocks in a standard market benchmark.
A portfolio of securities structured in such a way that its value will closely follow a nominated market.
a mutual fund whose objective is to match the performance of an index of publicly traded stocks, such as the Standard & Poor's 500. Since stocks are not actively selected, operating expenses, which generally are passed on to a fund's investors, are much lower than for the average mutual fund.
Index-tracking unit trusts and offshore funds aim to provide a good general exposure to a stock market, as they invest in the same shares in the same proportion as make up a market's most commonly used index. For instance, a fund manager for an UK index-tracking fund might well purchase the same weighting of shares as is contained in the FTSE 100 Index of leading UK shares. He is trying to reproduce the performance of the index and will not, if he is tracking it properly, substantially under or over-perform it. A core-satellite strategy as applied to an index fund can provide an interesting variant. With this method, a manager invests in an index's constituent stocks for the core of the portfolio and is free to devote more time to researching less well known, specialist shares for the rest of it.
A fund the portfolio of which mirrors the structure of a specified index. The return should be the same as the from the index.
Another name for a tracker fund, its investments are designed to reflect the nature of a specified index, so for example, a fund may be designed to track the FTSE All-Share Index. The success is measured by the relative size of the tracking error of the fund.
Fund that tries to imitate the behaviour of a stock market index by investing in the companies that form it.
A portfolio of stocks that is managed so as to perfectly replicate the performance of the market portfolio. An Index is calculated by using market capitalisation of certain stocks. Thus if a mutual fund scheme invest in only those stocks which are used to calculate index and in the same proportion of their corpus then such a portfolio will ape the index.
An index fund is a mutual fund that buys only the stocks in a particular , unlike most funds, whose stocks are chosen by a highly-paid fund manager. Because you are not paying a manager, index funds are less expensive. In fact, index funds, on average, have actually out-performed other funds over the past twenty years.
a mutual fund that invests in the stocks that are the basis of a well-known stock or bond index
a common pooled interest (a mutual fund), managed by a single manager (the fund company)
a fund that buys stocks that can also be found in a particular stock market index
a fund that seeks to provide returns that closely match the performance of an index such as the iBoxx ABF Pan-Asia Index
a mutual fund designed to mirror the performance of one of the major indices (e
a mutual fund , or a basket of stocks sold by a mutual fund company, that attempts to mimic or trace the movements of a given index
a mutual fund scheme that invests in the securities of the target index in the same proportion or weightage
a mutual fund that aims to replicate the performance of a specified market benchmark or index
a mutual fund that attempts to match the performance of a major market index
a mutual fund that buys the same securities as those in an index
a mutual fund that holds the same stocks as a particular index, and does not actively manage its holdings
a mutual fund that tries to mimic, as closely as possible, the holdings of a particular index
an equity fund, which tracks a particular market index like the BSE Sensex or the Nifty
an open-ended mutual fund (or an institution) that buys for their investors a pure and only representative sample of common stocks available
a portfolio of securities designed to match the total returns of stock markets, for example the European Equity Index
a real mutual fund holding stocks
a real mutual fund that buys stocks and holds them in a portfolio that approximates the index
a type of mutual fund that adjusts its holdings match the components of a particular asset-class or stock market index
a type of mutual fund which is made up of the stocks on a particular index
a type of "passive portfolio" that tracks an index
An index fund is a mutual fund that attempts to match the returns of some market index, for instance the S&P 500, by carry the same securities. Investors that follow this investment strategy most likely will not be the best performers in the Marketocracy competition, as the top competitors have beaten the market every quarter so far.
A mutual fund that replicates the behavior of a given index.
A portfolio of stocks, held by a mutual fund, designated to track a market index.
A mutual fund which seeks to match the performance of a specific stock or bond market index. Some funds simply purchase all the securities in a given index while others use an optimization program to purchase enough securities to mimic the financial characteristics of an index such as industry weightings or duration, without purchasing every security in the index. Vanguard offers myriad stock and bond index funds.
An index mutual fund is designed to mirror the performance of a stock or bond index, such as Standard & Poor's 500-stock Index (S&P 500) or the Russell 2000 Index. To do that, the fund purchases all of the securities included in the index, or a representative sample of them, and adds or sells investments only when the securities in the index are changed.
A portfolio structured to perform in line with a nominated market index.
A passively managed collective investment scheme that seeks to match the performance of a particular market index.
An investment fund that closely replicates the return on a market index.
A portfolio managed on a passive basis where the aim is to match the return of the benchmark (usually a market index) through owning most or all of the benchmark's constituent securities in the same proportions as the benchmark.
A mutual fund that contains as its portfolio the same securities comprising a specific financial market index, in order to match the performance of the market.
A scheme whose portfolio mirrors the progress of a particular index, both in terms of composition and individual stock weight ages. It’s a passive investment option, as a fund’s performance will mimic the index concerned, barring a minor tracking error.
A mutual fund that holds shares in proportion to their representation in a market index, such as Hang Seng Index, S&P 500.
A mutual fund with investments that mirror a specified benchmark or index. Among the more popular indices used for index funds are the S&P 500, S&P 100, EAFE (Europe and Australasia, Far East) Index, and various bond indices such as the Lehman Brothers Aggregate Bond Index.
A portfolio constructed so that its returns reflect those of a chosen index. This is achieved by either holding every share in an index in line with its weighting within the index or holding a basket of shares whose aggregate returns have reflected the index in the recent past.
A fund whose portfolio is benchmarked against a popular index like the BSE Sensex or the BSE Natex. Such an investment philosophy reflects the belief that the market is efficient and trying to beat the market over the long term is futile
Investment fund that seeks to replicate the structure of a given stock-market index in its stock selection and weightings. See also "Passive management".
A type of mutual fund that aims to match a particular stock or bond index by investing in the securities found in the index.
A fund that structures its portfolio with the objective of matching the return of a specified market index.
An index fund is a mutual fund that mirrors as closely as possible the performance of a stock market index. For example, many mutual fund companies have since established S&P 500 index funds to mirror that index by purchasing all 500 stocks in the same percentages as the index.
A fund whose portfolio is matched to an index, such as S & P, and whose performance therefore mirrors the market as a whole. (Usually have low fees and are tax efficient in bull markets.)
These funds have an objective of increasing the value of the portfolio in line with the benchmark index (for e.g. BSE Sensex, SP CNX 50). The examples are UTI Nifty index fund/ Master Index Fund.
Mutual fund holding a portfolio of securities that closely matches an established index (like the S&P 500).
A common trust fund or mutual fund that seeks to mirror general stock-market performance by matching its portfolio to a broad-based index, most often the Standard & Poor's 500-stock index.
A mutual fund or ETF that seeks to match the exact performance of a specific market or benchmark index. Index funds are sometimes referred to as passive funds, and are popular for their tax efficiency and low fees. Popular index funds include those that track the S&P, Russell, and Dow Jones indices.
A fund that invests in a collection of securities intended to match that of a broad-based index (NOTE: It is not possible for investors to actually invest in the actual index, such as the S&P 500). In general, index funds seek the same or a slightly better return that the index they mirror. Index funds tend to charge low administrative expenses.
an investment fund that holds investments that mirror the investments tracked by a major index, such as the Standard and Poor's 500.
A passively managed mutual fund that seeks to parallel the performance of a particular market index.
Mutual fund/Unit trust whose portfolio matches that of a broad-based index and whose performance therefore mirrors the market as a whole.
A mutual fund that tracks a certain stock (or bond) index.
a mutual fund designed to track an index by holding the securities of the index in the same weightings; see passive management
A fund with an investment objective of matching the investment performance of a large group of publicly traded common stocks, such as the Standard & Poor's 500 Composite Stock Price Index
A mutual fund that seeks to match the returns of a particular stock or bond market index (e.g. the S&P 500 Index).
describes a type of mutual fund or Unit Investment Trust (UIT) whose investment objective typically is to achieve the same return as a particular market index, such as the S&P 500 Composite Stock Price Index, the Russell 2000 Index, or the Wilshire 5000 Total Market Index.
A mutual fund that seeks to parallel the performance of a particular stock or bond index, for example the S&P 500. To achieve this goal, such funds may actually invest in many of the individual securities which compose the index.
Fund that purchases securities that mimic or represent a specific index, for example the Standard and Poor's (S&P) 500 stock index.
A mutual fund in which the fund portfolio is designed to mirror exactly the performance of some segment of the total market, such as the S&P 500 or the DJIA.
A fund that holds stocks in exactly the proportions of an index.
A mutual fund or other portfolio that is passively managed in an attempt at replicating the performance results of a preselected securities index.
A mutual fund that invests in companies that also make up a benchmark index like the Dow Jones Industrial Average or the Standard and Poors 500 stock index. The performance of an index fund would tend to mimic the benchmark index it mirrors. Traditional index Funds are not actively managed by a portfolio manager.
An index fund is a mutual fund that invests in all the stocks upon which an index is based. For example, an index fund based on the S & P 500 invests in all the stocks included in the S & P 500. By investing in every stock in the index, the index fund performance closely mirrors the performance of the index itself.
A mutual fund with the objective to approximate the general market.
A fund managed with the objective of duplicating the performance of securities in a broad-based index by investing in all or most of the securities included in that index.
A fund (or account) composed of securities intended to replicate (or substantially replicate) a designated securities index with the objective of achieving a similar return.
Mutual funds that seek to match the returns of a market index (e.g., Standard & Poor's 500® Index or Schwab 1000 Index® ). The funds usually invest in the securities that make up the corresponding index. When you invest in index funds, you are essentially seeking to "buy the market" and not trying to outperform it. Indexes are unmanaged, do not incur management fees, costs and expenses and cannot be invested in directly.
A mutual fund that seeks to track general stock-market performance by matching its portfolio to a broad-based index, such as the Standard & Poor's 500-stock index.
A mutual fund that seeks to parallel the performance of a market index. Index funds are designed to take advantage of the average long-term growth of the market segment tracked by the index rather than attempting to beat the market. The cost of managing an index fund is usually less than managing other types of funds that require more frequent trading.
A mutual fund which invests in all of the stocks, in the same proportion, as those which make up a stock market index such as the Dow Jones Industrial Index or the Hang Seng Index. The fund performance will closely track that of the index. Charges for these funds are normally lower than for actively managed funds.
A mutual fund with an investment mix that mimics a specific stock or bond market index, such as the S&P 500 Stock Index or the Lehman Brothers' Government/Corporate Bond Index.
Investment fund designed to match the returns on a stockmarket index.
An investment fund that seeks to match the portfolio composition of a particular index, i.e. CAC40, NASDAQ.
A collective investment fund aiming to mirror the performance of a stock market index. Some management groups may achieve this by "full replication", holding all constituent companies in the same weightings as the underlying index. Others offer "partial replication" fully holding a substantial proportion of the index, but investing in a representative sample of the smaller capitalisation stocks to enable their fund to move in line with the index within a stated tracking error.
A mutual fund that keeps a portfolio of securities designed to match the performance of the market as a whole. The market is represented by a market index such as the S&P 500.
A mutual fund that matches its portfolio to that of a specific financial market index, with the objective of duplicating the general performance of the market in which it invests.
A mutual fund that buys securities to match that of a broad-based index such as the Standard & Poor's Index. The fund aims to achieve the same return as the general market. See: Mutual Fund; ; Standard & Poor's 500 Index
A mutual fund that invests in stocks that reflect the composition of one of the leading market indicators, such as Standard & Poor's 500 index. The intention is to mirror market performance.
A portfolio of investments that are weighted the same as a stock-exchange index in order to mirror its performance. This process is also referred to as indexing.
international fund investment objective
A passively managed fund that mirrors the performance of a specific index. These funds typically charge very low fees and appeal to investors who recognize that most mutual funds fail to beat broad indexes such as the S&P 500.
An account comprised of securities; the characteristics of which will produce a return which will replicate a designated securities index. (i.e., Stocksplus and S&P 500)
A mutual fund whose components closely match an already existing index.
Fund with an investment policy of closely tracking the performance of a market benchmark, such as the S&P 500 or Lehman U.S. Aggregate Bond index. Increasingly available for most asset classes.
A separate account or mutual fund having the goal of matching the total performance of a specified index such as the S&P 500.
a unit trust which follows a market index e.g. the All Ordinaries Index
A structured security portfolio whose value closely follows a nominated market index.
An index fund is a mutual fund that invests in the securities of a particular stock market index, such as the S&P 500. The aim of the fund is to match the performance of the index. Unlike an actively managed stock fund, an index fund does not seek to outperform the market.
An index fund or index tracker is a collective investment scheme that aims to replicate the movements of an index of a specific financial market.