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Author: Mudster1 Three stars, 500 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 75383  
Subject: Recommend an S&P 500 index fund Date: 3/12/2002 8:21 PM
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I am interested in reading other Fool's recommendations regarding S&P 500 (and Midcap funds too) stock index funds that are worth looking into. Of course, I am interested in funds with low expense ratios.
I want to invest both in an IRA and some additional funds.
Surely some of you have researched these funds. If I can benefit from your knowledge it would be much appreciated.
Thanks!
mudster
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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: 33982 of 75383
Subject: Re: Recommend an S&P 500 index fund Date: 3/12/2002 9:08 PM
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Greetings Mudster,

I am interested in reading other Fool's recommendations regarding S&P 500 (and Midcap funds too) stock index funds that are worth looking into.

I believe California Investments and Vanguard have some of the best funds in each group. Vanguard 500 Index(VFINX) and Mid-cap index(VIMSX) are quite good and I do invest in the former. I'll assume you mean pure mid-cap rather than Wilshire 4500 funds that include the rest of the market which would include some large-cap and small-cap in its allocation.

http://www.indexfunds.com/data/FundScreener.php is one way to find such funds that lists the expense ratio and performance. Remember that not all costs are listed in the expense ratio of which transaction costs are the most noticeable, IMO.

http://boards.fool.com/Message.asp?mid=15837962 has a wealth of information on Index funds that you may want to consider looking through including where one could find lists of index funds.

http://www.fool.com/school/mutualfunds/tables/indextypetable.htm lists some index funds although http://boards.fool.com/Message.asp?mid=15804423 has what I'd view as something close to a master list of index funds as of 9/25/01.

While some of us may have researched these, I would highly suggest you double check what is suggested and make your own decisions as my favourite S & P 500 fund has a stiff minimum and a ticker of VIIIX with expenses of a mere 3 basis points! *drool* Meanwhile in reality I should be in Admiral funds in another 7 years or so.

For taxable accounts, I would suggest looking at tax-managed funds such as Vanguard's Tax-managed Growth & Income(VTGIX) and put your mid-cap allocation in the IRA as this is generally less tax-efficient, IIRC.

Hopefully these are a few good starting points for you and not too overwhelming.

Regards,
JB

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Author: Mudster1 Three stars, 500 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 33987 of 75383
Subject: Re: Recommend an S&P 500 index fund Date: 3/13/2002 8:31 AM
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Thank you for taking the time to post such an informative reply.
One thing I have learned here at TMF is to always check out everything, so you can be sure I will take your advice in that regard.
Thanks again.
mud

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