The investment seeks investment results that correspond to the aggregate price and dividend performance of securities in the Standard & Poor's 500 Composite Stock Price Index (S&P 500 Index). The fund invests in stocks included in the S&P 500 Index and also may invest in stock index futures. The fund's adviser attempts to track the aggregate price and dividend performance of securities in the S&P 500 Index to achieve a correlation of at least 0.95 between the performance of the fund and that of the index without taking into account the fund's expenses.
Fund filings (PDF) »
Michael Loeffler (Started: Jan 1, 2004)
Bala Iyer (Started: Feb 1, 1995)
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100 Wood Street, 245 Park Avenue, New York, NY 10167, USA