Vanguard Standard and Poor's index Fund

Fonds indiciel Vanguard Standard and Poor's (Fonds indiciel Vanguard Standard and Poor's)

4 Best S&P 500 Index Funds in the World Standard & Poor's 500 Index (S&P 500) is an index of 500 of the major U.S. corporations quoted on the New York Stock Exchange or NASDAQ and ranked by Standard & Poor's Index Committee according to geographic area. S&P 500 Index is a generally accepted benchmark of the US stock markets.

The S&P 500 Index Fund enables an investor to create a key US large equity investment strategy based on the advice of Warren Buffet, one of the most prominent US equity firms known as the Oracle of Omaha. The S&P 500 index fund seeks to reproduce the index return of the benchmarks by investment in S&P 500 components with similar weightings.

Each of these mutual Funds pursues a passively or index-linked policy and invests all or part of its net asset value in ordinary shares represented by the benchmark index. Vanguard 500 Index Fund Investor Shares aim to deliver returns that match the S&P 500 Index's track record index with a high level of affirmative correlations.

The VFINX was launched by Vanguard on 31 August 1976 and has achieved an 11.01% compound yearly rate of returns since its creation on 24 October 2017. The VFINX is administered by the Vanguard Equity Investment Group and has an annuity cost rate of 0.14%, which is well below the median cost rate for investment fund with similar investments.

In order to reach its target, VFINX pursues an indexation policy and almost all of its wealth is invested in equities in the S&P 500 index, with approximately the same shares as the indexweights. Since 24 October 2017, the Vanguard 500 Index Fund has had a net asset value of USD 350.

At the end of September, VFINX had a P/E of 22. 3x; a P/B of 3x. Sharpe 1.03; and a standard deviation consistent with the underlying 10.07% return on investment. VFINX, like most S&P 500 index mutuals, is best placed for long-term equity holders with a modest to high level of credit spread who are looking for a large corporate US equity investment.

As VFINX has a minimal-tracking error and a low cost rate, it is an appealing key component for an equities portfolios. Schwab S&P 500 Index Fund was launched on 19 May 1997 by Charles Schwab Corporation. and calculates an expenses quota of 0.03%. The SWPPX is an umbrella fund that aims to achieve returns equal to the overall returns of the S&P 500 Index.

In order to meet its objective, the SWPPX usually reinvests at least 80% of its net asset value in shares of the S&P 500 index. The SWPPX also generally gives these securities the same weightings as the index. a Sharpe relationship of 1. 03; and a standard error of 10.04.

The Fidelity Spartan 500 Index Investor Shares, published by Fidelity on February 17, 1988, offer a low-cost commitment to the U.S. corporate equity markets. The FUSEX calculates an annuity net expenditure rate of 0.09% and demands a minimal capital expenditure of $2,500. The fund has achieved an avarage return of 10.2% per annum since its creation and, curiously, FUSEX has a quite favourable relationship to the S&P 500 index before fee and expenditure.

In order to follow the index, FUSEX will invest, under ordinary trading circumstances, at least 80% of its net asset value in ordinary shares which comprise the index. In the past, FUSEX has followed the index with a low level of tracking errors. The FUSEX Fund provides an alternate to VFINX and SWPPX and is one of the leading investment vehicles offering investment in a portfolio of ordinary shares in the S&P 500 Index.

The FUSEX can be used as a key investment in a US equity investment book. PREIX has a Sharpe of 0.66 and a standard variance or 13.56% on a 15-year statistic. On 24 October 2017, the PREIX had net financial position totaling 29.2 billion dollars. This may be best suitable for those who are looking for a large company engagement in the US equity world.

Auch interessant

Mehr zum Thema