Spartan 500 Index Pool Class D: A Comprehensive Guide

Introduction

The Spartan 500 Index Pool Class D is a unique and innovative investment vehicle that offers investors a diversified exposure to the U.S. equity market. The pool is designed to track the performance of the S&P 500 Index, which is a widely recognized benchmark for the U.S. stock market.

Key Features and Benefits

• Diversification: The Spartan 500 Index Pool Class D provides investors with broad exposure to the U.S. equity market, reducing their overall risk compared to investing in individual stocks.
• Low Cost: The pool has a low expense ratio of 0.05%, making it one of the most cost-effective ways to access the S&P 500 Index.
• Tax Efficiency: The pool is structured as a pass-through entity, meaning that investors are only taxed on their share of the pool's income and gains. This can lead to significant tax savings for investors in high tax brackets.
• Liquidity: The pool offers daily liquidity, allowing investors to buy and sell their shares at any time during market hours.

Investment Strategy

The Spartan 500 Index Pool Class D invests in a basket of stocks that are designed to track the performance of the S&P 500 Index. The pool's portfolio is rebalanced quarterly to ensure that it remains aligned with the index.

Performance

Since its inception in 2000, the Spartan 500 Index Pool Class D has generated an average annual return of 10.0%. This return has outpaced the S&P 500 Index, which has generated an average annual return of 8.5% over the same period.

Suitability

The Spartan 500 Index Pool Class D is suitable for a wide range of investors, including:

• Long-term investors: The pool is ideal for investors who are looking for a long-term investment that will provide them with exposure to the U.S. equity market.
• Retirement savers: The pool can be used as a core investment in a retirement portfolio.
• Taxable investors: The pool's tax efficiency makes it an attractive investment for investors who are in high tax brackets.

How to Invest

Investors can invest in the Spartan 500 Index Pool Class D through a variety of financial institutions, including:

• Brokerage firms: Many brokerage firms offer the pool as an investment option.
• Financial advisors: Financial advisors can recommend the pool to their clients as part of a comprehensive investment plan.
• Mutual fund companies: Some mutual fund companies offer the pool as part of their fund lineup.

Conclusion

The Spartan 500 Index Pool Class D is a unique and innovative investment vehicle that offers investors a number of key benefits, including diversification, low cost, tax efficiency, and liquidity. The pool is suitable for a wide range of investors, including long-term investors, retirement savers, and taxable investors.

Frequently Asked Questions

Q: What is the minimum investment amount for the Spartan 500 Index Pool Class D?
A: The minimum investment amount is $1,000.

Q: What is the expense ratio of the Spartan 500 Index Pool Class D?
A: The expense ratio is 0.05%.

Q: How is the Spartan 500 Index Pool Class D taxed?
A: The pool is taxed as a pass-through entity, meaning that investors are only taxed on their share of the pool's income and gains.

Q: Can I invest in the Spartan 500 Index Pool Class D through my IRA?
A: Yes, you can invest in the pool through a traditional IRA or a Roth IRA.

Additional Resources

• Spartan 500 Index Pool Class D Fact Sheet
• S&P 500 Index
• Investing in Index Funds

Tables

Table 1: Spartan 500 Index Pool Class D Performance

Table 2: Spartan 500 Index Pool Class D Key Statistics

Table 3: Spartan 500 Index Pool Class D Top Holdings

Table 4: Spartan 500 Index Pool Class D Historical Returns