Got a great story on an S&P 500 index fund that you won’t believe.
Consider a S&P 500 Index Fund with $2B in assets that charges a 60bps management fee and a 3% front-end sales charge.
Think this is impossible? Think again…this exists in the real-world!!!
Here is the performance since inception relative to SPY from 2/2004 to 3/2015:
- The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Alpha Architect, its affiliates or its employees. Our full disclosures are available here. Definitions of common statistics used in our analysis are available here (towards the bottom).
- Join thousands of other readers and subscribe to our blog.
- This site provides NO information on our value ETFs or our momentum ETFs. Please refer to this site.