Mutual Funds That Mirror S P 500

For a mutual fund the net expense ratio is the total annual fund or class operating expenses directly paid by the fund from the fund s most recent prospectus after any fee waiver and or expense reimbursements that will reduce any fund operating expenses.

Mutual funds that mirror s p 500.

A popular investment choice for retirement portfolios is adding the s p 500 because it is a low cost mutual fund or exchange traded fund that is broadly diversified. Prior to the explosion of exchange traded funds etfs in the 1990s mutual funds were the easiest way to receive nearly the same returns of the overall stock market. You do not have to pay the heavy added expenses of buying through a stock broker financial adviser. See the best mutual funds that outpaced the s p 500 and other benchmarks in the last 1 3 5 and 10 years.

Numbers displayed for these funds are accurate as of september 24 2018 and returns have been calculated using morningstar. The best s p 500 index funds are generally those that have the lowest expense ratios however in addition to low costs there is a delicate balance of science and art to indexing that makes only a few mutual funds and etfs qualify to make our list of the best index funds. Most liquid s p 500 index fund. The s p 500 spx had a return of 9 28 as of 9 24 2018 according to bloomberg.

After all an index fund is designed to mirror an index s holdings so issues such as a manager s quality or. In this article we ll look at the most popular funds that track the s p 500 index. Founded in 2010 vanguard s p 500 etf has had an average annual return of 16 08 since compared with 16 12 for the s p 500 expense ratio. Spdr s p 500 etf spy spy is an etf not a mutual fund and it s not even the lowest cost s p 500 etf.

A benchmark index that is used. These are managed funds that buy and sell real corporate stock to mirror the real stocks included in the index. Spx is the benchmark that the funds below are tracking. It is however the most liquid s p 500 fund.

One type of s p 500 index fund is a mutual fund. Browse by category including growth value international and bonds. Vanguard s p 500 etf. These are costs the investor pays through a reduction in the investment s rate of return.

Picking a fund that tracks the s p 500 index may seem like a simple task.