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Author: jbking Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 78165  
Subject: Re: index fund info. Date: 12/29/2000 1:48 PM
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First, S & P has a few different indices and until this year the large-cap growth index was one of the top ones(As was a Nasdaq tracker of course) and this year marks a return to the flip side where value indices may be better as well as mid-cap indices if you look at S & P's current stats(http://www.spglobal.com/currentindexstat.html) you'd see that as of the close on 12/28 while the 500 is down 9%, the mid-cap 400 is UP 18.39% and the small-cap 600 is UP 13.01% which may just illustrate that at different times different chunks of the market do well.

Also, from 1994-1999 the S & P 500 beat I think 95 out of 100 Morningstar indices(One source: http://news.morningstar.com/news/MS/SpecialReports/991108special.html ).

I think the key is to have context in what you read as well as an understanding that index funds should underperform their benchmark by an amount equal to their expenses.

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