Growth for the road ahead.


Indexing seeks to parallel the investment returns of a specific stock or bond market benchmark, or index. The investment manager attempts to replicate the investment results of the target index by holding all – or in the case of very large indexes, a representative sample – of the securities in the index.

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Striving for Growth

There is no attempt to use traditional “active” market management or make “bets” on individual stocks or narrow industry sectors in an attempt to outpace the index. Thus, indexing is a passive approach emphasizing broad diversification and low portfolio trading activity.

Although indexing derives from the theory developed in the academic community that the markets operate efficiently, its intellectual foundation is based on a simple truth: it is impossible for all stock investors in the aggregate to outperform the overall stock market. We view indexing as a long-term strategy for clients seeking a very competitive investment return through broadly diversified portfolios.

Most clients find in indexing a high degree of relative predictability in an uncertain stock market. Nothing assures absolute returns, of course, but indexed clients can feel confident their investments should not be a dramatic under performer relative to other funds investing in the same type of securities in any year.

Therefore, over the long-term, index funds should provide competitive relative performance.

Past performance is no guarantee of future results.