About INDEX
OneFund S&P 500 is a mutual fund designed to closely replicate the total return of the S&P 500 Equal Weight Index before fees and expenses. Its primary function is to provide investors exposure to the performance of 500 leading large-cap U.S. companies, spanning diverse sectors chosen for their market size, liquidity, and industry representation. Unlike traditional S&P 500 strategies that are weighted by market capitalization, this fund equally weights its holdings, giving each company a comparable impact on overall returns and offering a unique risk and return profile compared to cap-weighted counterparts.
Notably, the fund emphasizes shareholder engagement through its "Index Voting Choice" feature, allowing investors a direct voice in proxy voting decisions, an uncommon approach among index funds. OneFund S&P 500 maintains a low expense ratio and has a minimum initial investment, making it accessible for a broad range of investors. It is widely recognized for its role as a core portfolio building block, serving those seeking diversified exposure to U.S. equities and offering a cost-effective, transparent index-tracking investment solution.
Fund Family CYBER HORNET TRUST
Category Large Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol INDEX
Share Class No Load Shares
Index S&P 500 Equal Weighted Index
INDEX had a total return of 24.35% in the past year, including dividends.
Since the fund's inception, the average annual return has been 11.29%.
