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Glossary

Index Fund

Definition

An index fund is a mutual fund or ETF that holds the securities in a market index — such as the S&P 500 or a total-market index — seeking to match the market's return rather than beat it.

Because no managers are paid to pick securities, index funds are cheap to run; broad ones now charge a few hundredths of a percent annually. One purchase can hold hundreds or thousands of companies.

Why it matters in practice

The empirical case is blunt: over long periods, the majority of actively managed funds have trailed their benchmark index after costs, and the winners have been hard to identify in advance. Matching the market sounds unambitious but has historically outperformed most attempts to beat it. An index fund concedes it will never rank first in any single year — in exchange for rarely ranking near last and compounding quietly in between.

Related terms: ETF (Exchange-Traded Fund) · Mutual Fund · Passive Investing · Expense Ratio · Diversification

Glossary definitions are educational and general. They are not investment, legal or tax advice, individual circumstances vary, and simplified definitions necessarily omit edge cases. Figures, limits and rules cited change over time — confirm current rules before acting. Aduna Capital LLC is a California DFPI-registered investment adviser (CRD #311270). Aduna Capital LLC is not affiliated with, endorsed by, or sponsored by CalSavers, the California State Treasurer's Office, CalPERS, CalSTRS, or any other retirement system, employer or school district named on this page.