|
Fund |
Ticker |
Type |
Minimum
Investment |
Expense
Ratio |
1-Year
Return |
Average
Annual Return Since Fund Inception |
|
American Century Equity 500
Index |
ACIVX |
S&P 500 Index |
$50/month automatic plan; min./$10K
otherwise. |
0.49% |
6.56% |
13.34% (since 2/26/99) |
|
Strong Dow 30 Value |
SDOWX |
50% assets mirror the DJIA
30 stocks. Other 50% is chosen from Dow 30. |
$50/month automatic monthly
plan; Regular indiv. Account $2500/ IRA $250 |
1.15% |
13.56% |
16.61% (since 12/31/97) |
|
Strong Index 500 |
SINEX |
S&P 500 |
$50/month automatic monthly
plan; Regular indiv. Account $2500/ IRA $250 |
0.45% |
17.42% |
25.30% (since 5/1/97) |
|
TIAA-CREF Equity Index Fund
|
TCEIX |
Russell 3000 Index |
$25/ month automatic plan/
$250 individual account |
0.26% (reflects partial waiver
through 7/1/2003) |
N/A |
-2.21% (since 4/3/2000) |
|
Transamerica Premier Index
Fund |
TPIIX |
S&P 500 Index |
$50/month automatic plan |
0.25% |
17.67% |
25.0% (since 10/2/95) |
|
T. Rowe Price Equity 500 Index |
PREIX |
S&P 500 Index |
$50/month automatic plan; $2500
indiv., $1000 IRA regular plan |
0.40% |
17.58% |
18.44% (since 3/30/90) |
What should you look
for in these numbers? Charles Carlson, who co-manages the Strong
Dow Value 30 fund, which he calls an "enhanced index fund," says
an investor should scrutinize fees and look at manager performance.
"A lot of people think a monkey can manage an index fund," Carlson
says, but he insists that's not true. "A lot comes up in managing
cash flow and changes in the index."
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