The investment seeks growth of capital and accumulation of income that corresponds to the investment return of the S&P 500� Composite Stock Index (S&P 500� Index). The fund seeks to replicate the return of the S&P 500� Index while holding transaction costs low and minimizing portfolio turnover. It attempts to achieve a correlation between the fund's total return and that of the S&P 500� Index of at least 0.95, without taking expenses into account. The fund also may invest to a lesser extent in debt securities, securities of foreign (non-U.S.) issuers and other securities that are not in the S&P 500� Index.
Fund filings (PDF) »
John Tucker (Started: Jan 29, 2007)
Karl Schneider (Started: Dec 31, 2000)
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