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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.


Several of the TIAA-CREF funds use a similar approach. They have both an indexed portion of the fund and an actively managed portion. The objective is to try to beat the relevant index. Unlike some of the enchanced index funds, the manager is not locked in to the size of each component.

Although the TIAA-CREF mutual funds are relatively new (most of them are about 3 years old; a few more were added very recently), the organization has years of experience using this approach in its retirement annuities.

The TIAA-CREF Growth and Income Fund (TIGIX) is basically an S&P Index fund with a managed component; the TIAA-CREF Growth Equity (TIGEX) is, if I recall correctly, the Growth portion of the Russell 3000 with an actively managed component. The international fund uses a similar approach.

TIAA-CREF funds have low expenses (although not as low as Vanguard). www.tiaa-cref.org for more info.

jtmitch

Disclosure: I have TIAA-CREF mutual funds and retirement annuities among several other investment vehicles; I have been pleased with them and feel that, like Vanguard, they largely have the shareholders' interests at heart.
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