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Author: ElSupremo Big red star, 1000 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 39307  
Subject: FAQ ver. 7 Date: 10/1/2000 6:30 PM
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Recommendations: 30
Greetings fellow Fools:-)

The Fools on the index fund board have put together this FAQ pertaining to index funds and the index funds board. We hope it will be helpful to everyone who has an interest in index funds or would like to join our merry group of indexing Fools. Enjoy!

Foolish indexing questions:
1)Where can I get an overview of mutual funds?
2)Where Can I learn more about index funds?
3)Where can I get a list of index funds with a low minimum $ requirement and/or an automatic investment plan?
4)Should I buy a fund or Exchange traded fund(ETF)?
5) I am not a US citizen and I am not living in the US, what should I do about buying index funds?
6) What about tax managed funds?
7) Should I buy funds from my broker? I have noticed that the low cost funds I want aren't free.
8)Should I look for an index fund with a low share price?
9)Is there a downside to indexing? What if it becomes too popular?
10)Where can I find a list of index funds?
11)What are the key parts to researching an index fund?
12)What about other approaches to using an index fund, such as focusing on one area of the market?(slice&dice or 4x25)
13)Aren't index funds a tax time bomb ticking away?"
14)Aren't all those Standard & Poor's 500(S&P 500) funds the same?
15)What's the difference between the mutual fund, a SPDR and an iShare
16)Why does everyone on this board talk about Vanguard so much?
17)What about QQQ?
18)Where could I go to find more info on indexes?
19) What if I wanted to know about the next change to the Standard & Poor's 500(S&P 500)?
20)Which one should I invest in, the Total stock market(TSM) or the Standard & Poor's 500(S&P 500)?
21)Do mutual funds split?
22)What about international indexing?
23)Why do you recommend index funds when I might do much better using the Foolish Four or other Mechanical Investing methods?
24)How often should I rebalance my holdings?
25)What about index weightings?

1)Where can I get an overview of mutual funds?
Go to the Fool's school at
http://www.fool.com/school/mutualfunds/basics/intro.htm

2)Where Can I learn more about index funds?
TMF Max has a good introduction the fool's school:
http://www.fool.com/school/mutualfunds/indexfunds/sp500.htm

3)Where can I get a list of index funds with a low minimum $ requirement and/or an automatic investment plan?
http://www.maxfunds.com/MF2000.nsf/DisplayContent/1718
Follow the thread:
http://boards.fool.com/Message.asp?mid=13320975

4)Should I buy a fund or Exchange traded fund(ETF)?
Follow the thread:
http://boards.fool.com/Message.asp?mid=13312505

5)I am not a US citizen and I am not living in the US, what should I do about buying index funds?
http://www.fool.co.uk/school/investusa.htm
http://boards.fool.com/Message.asp?mid=13148310

6)What about tax managed funds?
Follow the thread:
http://boards.fool.com/Message.asp?mid=13290910

7)Should I buy funds from my broker? I have noticed that the low cost funds I want aren't free.
http://boards.fool.com/Message.asp?mid=13289535

8)Should I look for an index fund with a low share price?
http://boards.fool.com/Message.asp?mid=13230447
Follow the thread:
http://boards.fool.com/Message.asp?mid=13219685

9)Is there a downside to indexing? What if it becomes too popular?
http://boards.fool.com/Message.asp?mid=12270812
Follow the thread:
http://boards.fool.com/Message.asp?mid=13099474

10)Where can I find a list of index funds?
http://www.fool.com/school/mutualfunds/tables/indextypetable.htm
http://www.indexfunds.com/funds.htm

11)What are the key parts to researching an index fund?
http://www.indexfunds.com/articles/20000706_cheap_iss_veh_AK.htm

12)What about other approaches to using an index fund, such as focusing on one area of the market?(slice&dice or 4x25)
http://boards.fool.com/Message.asp?mid=13189093
http://boards.fool.com/Message.asp?mid=13332217

13)Aren't index funds a tax time bomb ticking away?
http://boards.fool.com/Message.asp?mid=12981143

14)Aren't all those Standard & Poor's 500(S&P 500) funds the same?
http://boards.fool.com/Message.asp?mid=13329118
Follow the thread:
http://boards.fool.com/Message.asp?mid=13238942

15)What's the difference between the mutual fund, a SPDR and an iShare
http://www.fool.com/school/mutualfunds/basics/intro.htm
http://boards.fool.com/Message.asp?mid=13321588

16)Why does everyone on this board talk about Vanguard so much?
http://boards.fool.com/Message.asp?mid=13324898

17)What about QQQ?
http://boards.fool.com/Message.asp?mid=12680870

18)Where could I go to find more info on indexes?
http://www.fool.com/school/indices/introduction.htm
http://boards.fool.com/Message.asp?mid=13006283
http://boards.fool.com/Message.asp?mid=12748923
http://boards.fool.com/Message.asp?mid=12481131

19)What if I wanted to know about the next change to the Standard & Poor's 500(S&P 500)?
http://boards.fool.com/Message.asp?mid=12956289

20)Which one should I invest in, the Total stock market(TSM) or the Standard & Poor's 500(S&P 500)?
http://boards.fool.com/Message.asp?mid=11820090
http://boards.fool.com/Message.asp?mid=13253003

21)Do mutual funds split?
For an answer look at these posts and the NAV issue:
http://boards.fool.com/Message.asp?mid=13032539
http://boards.fool.com/Message.asp?mid=11670853
http://boards.fool.com/Message.asp?mid=12432474

22)What about international indexing?
http://www.indexfunds.com/articles/20000907_intdext_iss_intl_AK.htm
http://www.soapbox.com/english_exec/v?op=a&a=MEM0000005143
http://boards.fool.com/Message.asp?mid=13147848

23)Why do you recommend index funds when I might do much better using the Foolish Four or other Mechanical Investing methods?
http://boards.fool.com/Message.asp?mid=13323278
http://www.investorhome.com/dogs.htm
http://www.investorhome.com/anomaly.htm

24)How often should I rebalance my holdings?
http://www.efficientfrontier.com/ef/100/rebal100.htm

25)What about index weightings?
Follow the thread:
http://boards.fool.com/Message.asp?mid=12987383

Other tidbits of interest:
----------------------------

Gus Sauter Q & A from Morningstar.
http://socialize.morningstar.com/x.xs/XBbs/FullConv?forumId=F100000016&convId=20242

A speech given by John Bogle at a AAII conference.
http://www.vanguard.com/cgi-bin/NewsPrint/944487602
OR:
http://www.vanguard.com/bogle_site/bogle_speechesequity.html

Article mentioning Vanguard's 500 Index's Tracking Error.
http://www.efficientfrontier.com/ef/100/chart.htm

Don't know what it means, look it up!
Campbell R. Harvey's Financial Glossary
http://www.duke.edu/~charvey/Classes/wpg/glossary.htm
OR:
http://washingtonpost.com/wp-dyn/business/specials/glossary/

Links we like:-)
www.vanguard.com
www.indexfunds.com
www.morningstar.com (M*)
www.efficientfrontier.com
www.maxfunds.com
http://moneycentral.msn.com/investor/home.asp

Still not satisfied?
Here are two links that contain just about every book you should read on investing:
http://boards.fool.com/Message.asp?mid=13309039
http://boards.fool.com/Message.asp?mid=13310441
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