Top S&P 500 Broad U.S. Funds

March 3rd, 2010 at 2:30 pm Posted by 
Dear Students

As part of The Dean’s commitment to teach the CollegeStock Community about everything stock market related, The Dean will be teaching all of his students about mutual funds, exchange-traded funds (ETFs) and other types of stock market investments.

Here are six of the top S&P 500 Broad U.S. Funds, which track a wide range of the stock market:

Vanguard 500 Index Investor (NASDAQ: VFINX)
25.5% return in 2009
$87.3 billion in assets
$3,000 initial investment

SPDRs (NYSE: SPY)
25.3% return in 2009
$77.2 billion in assets
No minimum investment

iShares S&P 500 Index (NYSE: IVV)
25.5% return in 2009
$21.6 billion in assets
No minimum investment

Fidelity Spartan 500 Index Investor (FSMKX)
25.5% return in 2009
$12.9 billion in assets
$10,000 initial investment

T. Rowe Price Equity Index 500 (NASDAQ: PREIX)
25.3% return in 2009
$10.4 billion in assets
$2,500 initial investment

Schwab S&P 500 Index Select (NASDAQ: SWPPX)
25.3% return in 2009
$8.7 billion in assets
$100 initial investment

Happy Trading, The Dean



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