Ticker: SPFIX
CUSIP: 130347404
At a glance:
The S&P 500 Index Fund is made up of large-sized companies, many
of which are leaders in their respective industries.
The stocks in the Fund represent roughly 78% of the U.S. equity
markets on a market capitalization basis.
The diverse portfolio invests in each major market sector,
giving the investor diversification across 500 U.S. stocks.
The stocks held by the Fund are different than those included
in the S&P MidCap and S&P SmallCap Funds. Therefore,
it represents a diversification opportunity for investors in
our other index funds.
Investment goal:
This Fund seeks investment results that correspond to the total return
of large sized publicly traded companies as
represented by the Standard & Poor's 500 Composite Stock Index.
Is it right for you?
If you are looking for a diversified stock fund, this Fund may be right
for you. You should be comfortable with the changing values of the
stock market and the risk that your investment could decline in value.
Your investment time-frame should be long-term in nature.
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