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Subject:  Index Plus Funds Date:  10/17/2000  10:22 PM
Author:  jimmonroe Number:  25588 of 105397

Greetings Fools,

I have run across some interesting index funds by Aetna. They are called Index Plus because their objective is to outperform a particular index. The method they use is to use 90% of the funds money to try to match the index, then use the remainder is weighted to stocks that are undervalued or have the best potential for growth, etc.

The idea seems pretty sound. They have three index plus funds for large cap, mid cap and small cap.
The problem is they are with Aetna and these funds have a front end sales charge and if purchased through some place like a discount broker or other fund company you have a transaction fee on top of that.

Does anyone know of any other funds with the same or similar objective. I am adding an S P 500 index fund to my portfolio and this index plus idea intrigues me.

Any thoughts or comments would be appreciated.

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