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Index Funds

An index fund is a fund that tries to match a list of investments called an index. Instead of picking “winners,” it aims to capture the market’s overall return, with low effort and low cost.

What is an index fund?

The simple version:

An index fund is a fund that holds many investments, in the same proportions as a market index, so it can track the index’s performance.

Think of an index like a scoreboard, or a recipe. The index fund follows that recipe.

Why people like index funds

Built in diversification

One purchase can spread your money across hundreds, or thousands, of companies.

Often low cost

Many index funds are cheaper to run because they follow rules instead of paying teams to pick stocks.

Simple to maintain

You do not have to constantly research individual companies to stay invested.

Key point

Index funds are popular because they are a practical default. They make it easier to stay consistent.

Index funds vs picking stocks

Index fund approach
  • Own many companies at once
  • Less single company risk
  • Lower effort to maintain
  • Return tends to look like the market
Single stock approach
  • One company can dominate your outcome
  • Higher chance of big wins and big losses
  • Requires more research and discipline
  • More emotional ups and downs

Teen friendly rule:

If your goal is long term growth, a broad index fund is often a safer starting point than picking one stock.

What to watch out for

Index funds still go down sometimes

Diversification reduces single company risk, but it does not prevent market drops. The goal is to be able to hold through normal declines.

Look at fees, because small fees compound over time

Understand what index it tracks, so you know what you own

Avoid chasing trendy “hot” indexes you do not understand

Key Takeaway

Index funds are a simple way to own a diversified slice of the market. They often have low costs, and they help you stay consistent, which is one of the biggest advantages in investing.