S&P 500® Equal Weight Index – INDEX

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“A small step that could have revolutionary implications”

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BARRON'S

Own This Index Fund, and You Can Still Vote on Shareholder Resolutions

THE NEW YORK TIMES

A Glimpse of a Future With True Shareholder Democracy

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InvestmentNews

Many retail investors do not the difference between an equal-weighted index versus a cap-weighted index. Michael Willis explains why the difference matters.

The thoughts and opinions expressed in the articles above are solely those of the author. The discussion of individual companies should not be considered a recommendation of such companies by the Fund’s investment adviser. The discussion is designed to provide a reader with an understanding of how the Fund’s investment adviser manages the Fund’s portfolio.

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