There are two different funds listed below for you to choose to invest in.
Question: What are the advantages and disadvantages of choosing the Arias Large Company Stock Fund compared to the Arias S&P 500 Index Fund?
- Arias S&P 500 Index Fund - this mutual fund tracks the S&P 500. Stocks in the fund are weighted exactly the same as they are in the S&P 500, minus expenses. With an index fund, the manager is not required to research stocks and make investment decisions, so fund expenses are usually low. This fund charges expenses of 0.20 percent of assets per year.
- Arias Large-Company Stock Fund - this fund invests primarily in large capitalization stocks of companies based in the US. The fund is managed by Melissa Arias and has outperformed the market in six of the last eight years. The fund charges 1.50% in expenses.