索引的解剖
你知道吗，估计要13美元.5 trillion in assets are indexed or benchmarked to the St和ard & 普尔500综合指数，包括5美元.4万亿的指数资产?1,2
的年代&标普500指数无处不在——我们在新闻中看到它, 在报纸上读到这件事, 和, 很有可能, see some of our own investments’ performance compared against it. For an index that represents approximately 80% of the value of the U.S. equity market, it may be worthwhile to gain a better underst和ing of how it works.1
帽 & 标准
The index, as we know it today, was introduced in 1957 和 is maintained by the St和ard & 普尔指数委员会. 与普遍的看法相反, it is not comprised of the 500 largest companies in America, but is a collection of large-cap stocks representing a broad range of market sectors, 包括科技, 能源, 卫生保健, 以及日用消费品, 等.3
There are a number of criteria a company must meet to be considered for inclusion in the index. Some of these criteria include the following: it must be a U.S. company, have an unadjusted market capitalization of $15.80亿或更多, 有50%的股票向公众开放吗, 并且有连续四个季度的正收益.4
随时间变化
Another common misconception is that the index is a static one. 事实上, 公司将被移除, 不时地, for reasons that include violation of one or more of the criteria used for adding companies or because of a merger, 收购, 或者重大重组, 包括破产.
该指数成分股公司的营业额为3.2021年达到2%(根据最新数据). 根据一个预测, the average tenure of companies in the index is expected to fall to 15-20 years this decade, as compared to the 30-35 year average tenure in the late 1970s.5
加减运算
对索引进行更改时, many mutual funds 和 exchange-traded funds that seek to replicate the index may have to sell stocks that are being removed 和 buy the stocks that are being added in order to track the index. Keep in mind that amounts in mutual funds 和 ETFs are subject to fluctuation in value 和 market risk. Shares, when redeemed, may be worth more or less than their original cost.6
Mutual funds 和 exchange-traded funds are sold only by prospectus. Please consider the charges, risks, expenses, 和 investment objectives carefully before investing. A prospectus containing this 和 other information about the investment company can be obtained from your financial professional. 在你AG捕鱼王新版app下载或汇款之前仔细阅读它.
AG捕鱼王新版app下载者不能AG捕鱼王新版app下载于指数. 也, index performance is not indicative of the past performance of a particular investment, 过去的表现并不能保证未来的结果. AG捕鱼王新版app下载 choices designed to replicate any index may not perfectly track it, 他们的回报会因为费用和开支而减少.
1. US.Spindices.网站，2022年5月31日(最新数据)
2. 的年代&P 500 Composite index (total return) is an unmanaged index that is generally considered representative of the U.S. 股票市场. Index performance is not indicative of the past performance of a particular investment. 过去的表现不能保证未来的结果.
3. Investopedia.2023年6月21日
4. SPGlobal.网站，2024年2月
5. Innosigh.Com, 2021年(可获得的最新数据)
6. Keep in mind that the return 和 principal value of stock prices will fluctuate as market conditions change. And shares, when sold, may be worth more or less than their original cost.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. 请咨询法律或税务专业人士 for specific information regarding your individual situation. This material was developed 和 produced by 消费品套件 to provide information on a topic that may be of interest. FMG套房不隶属于命名 broker-dealer, 国家或证券交易委员会注册的AG捕鱼王新版app下载咨询公司. 所表达的意见和 所提供的资料仅供一般参考, 和 should not be considered a solicitation for the purchase or 出售任何证券. 版权 消费品套件.
