| Large
Blend Editors' Picks
By IndexFunds.com Staff
April 24, 2002 |
|
For large blend, we suggest the following funds that offer both
value and growth. Most are S&P 500 funds. Click on any fund
name for more details, the funds are not listed in order of preference:
| Fund Name |
Ticker |
Expense Ratio |
| |
BRLIX |
0.15% |
| |
VFINX |
0.18% |
| |
USSPX |
0.18% |
| |
FSMKX |
0.19% |
| |
SPFIX |
0.20% |
| |
IVV |
0.09% |
| |
WDOWX |
0.25% |
| |
DFELX |
0.40% |
| |
DFLCX |
0.15% |
| |
SAPIX |
0.48% |
| |
SATSX |
0.75% |
| |
SPY |
0.12% |
| |
FFF |
0.20% |
| |
DIA |
0.18% |
| |
IWB |
0.15% |
*exchange-traded fund, involves broker transaction
fees
+ advisor-sold fund
The cheapest offering on the list is the Bridgeway index
fund, which tracks an equal-weighted index of the largest 35 companies
in the S&P 500. Keep in mind that this fund's expenses should
be lower as it trades far fewer stocks. On the other hand, it provides
far less diversification.
The Summit Total Social Impact fund is an S&P 500 fund that
weights firms according to their Total Social Impact weighting,
a proprietary scale rating each firm on its social responsibility.
Avoiding sin isn't free, though! The Fortune 500 Index Fund tracks
the index of that name, which is based more on revenue than market
valuation. It tends to downplay speculative tech firms, a notable
weakness of the S&P 500. The Diamonds follow the Dow Jones
Industrials, which is a conservative list of firms representing
Old Economy firms. An exceptionally cheap version in mutual fund
form is the Waterhouse Dow 30 fund. A relatively diversified play
at a great price is found in the iShares Russell 1000 ETF.
Comments are encouraged on our discussion
boards.
To return to the Editors' Picks main page, click here.
