Stocks Index Investing Funds for Dummies
Submitted by Van Beek on April 16, 2011 - 12:28
This page shows a number of stocks funds that are listed as well in the book Index Investing for Dummies and that are of interest for Trend Investors. This book lists a range of low cost Index ETFs and Mutual Funds that follow indices that are worth following. Index Investing for Dummies lists many more funds than the ones below.
Note that the stocks funds listed below have different cost levels. Some have lower costs than others (I refer here to “management costs” not to the “trading price”).
I have not provided links below since these could get out of date and you can easily Google a stocks fund to find an updated data sheet on the internet.
For each of the stocks index funds, we have listed below:
- The abbreviation under which the fund is trading (the 2 to 5 capital letters)
- The company that manages the fund
- The index that the fund is following
- The type of fund: MF for Mutual Fund and ETF for Exchange Traded Fund
Do your own due diligence before investing in any of these stocks funds.
We do not receive any payments or compensation for listing these funds here.
Broad US Stock Market Index Funds
- FSTMX – Fidelity – Dow Jones Wilshire 5000 Index (MF)
- VTSMX / VTI – Vanguard – MSCI US Broad Market Index (MF/ETF)
- POMIX – T. Rowe Price – S&P Total Market Index
- TMW – SPDR – Dow Jones Wilshire 5000 Index (ETF)
- IYY – iShares – Dow Jones US Index )ETF)
Large Cap US Stock Index Funds
- VLACX / VV – Vanguard - MSCI US Prime Market 750 Index (MF/ETF)
- FOHIX – Fidelity - S&P 100 (MF)
- XLG – Ryder Russell - Russell Top 50 Index (ETF)
- OEF – iShares - S&P 100 (ETF)
Small and Micro Cap US Stocks Index funds
- NAESK / VB – Vanguard – MSCI US Small Cap 1750 Index (MF/ETF)
- IWC – iShares – Russell Microcap Index (ETF)
US Large value
- VIVAX / VTV – Vanguard – MSCI US Prime Market Value Index (MF/ETF)
US Large growth
- VIGRX / VUG – Vanguard – MSCI US Prime Market Growth Index (MF/ETF)
- JKE – iShares – Morningstar US Growth Index (ETF)
US Small value
- VISUX / VBR – Vanguard – MSCI US Small Cap Value Index (MF/ETF)
- JKL – iShares – Morningstar US Small Value Index (ETF)
US Small growth
- VISGX / VBK – Vanguard – MSCI US Small Cap Growth Index (MF/ETF)
- JKK – iShares – Morningstar US Small Growth Index (ETF)
Europe
- VEURX / VGK – Vanguard - MSCI Europe Index: no small cap (MF/ETF)
Pacific
- VPACX / VPL – Vanguard - MSCI Pacific Index: no small cap (MF/ETF)
Europe + Pacific
- SCZ – iShares – MSCI EAFE (Europe, Australasia, Far East) Small Cap Index (ETF)
Emerging markets
- VEIEX / VWO – Vanguard - MSCI Emerging Markets Index (MF/ETF)
International value
- EFV – iShares – MSCI EAFE Value Index (ETF)
International growth
- EFG – iShares – MSCI EAFE Growth Index (ETF)
REITs – Real Estate Investment Trusts
- VGSIX / VNQ – Vanguard – MSCI US REIT Index (MF/TF)
- RWR – Dow Jones Wilshire – Dow Jones Wilshire REIT Index (ETF)
- NGREX – Northern Global – FTSE EPRA/NAREIT Global Real Estate Index (MF)
- FFR – First Trust - FTSE EPRA/NAREIT Global Real Estate Ex.-US Index (ETF)
- IFGL – iShares - FTSE EPRA/NAREIT Global Real Estate Ex.-US Index (ETF)
- RWX – State Street Global Advisors – Dow Jones Wilshire Ex.-US Real Estate Securities Index (ETF)
Value and Growth Diversification
Index Investing for Dummies says the following about diversification between Growth and Value stock index funds:
“When your portfolio is larger than $30,000 or so, you may consider breaking up your holdings not only between large and small cap (size) but also between value and growth (style) stocks. This diversification allows you annual re-balancing between the different categories.“