Enhanced index fund

All > Business > Finance > Personal Finance
  • An enhanced index fund chooses selectively among the stocks in a particular index in order to produce a slightly higher return. By contrast, an index fund strives to mirror the performance of a particular index by owning all of the stocks in the index.

    The goal is to narrowly beat the index by anywhere from a fraction of a percent to two percentage points, but not more. A wider spread would classify the enhanced fund as an actively managed mutual fund rather than an index fund.

    Enhanced index fund managers may achieve higher returns by identifying the undervalued stocks in the index. Or, they might adjust holdings to include a larger proportion of securities in higher performing sectors, or use other investment strategies, such as buying derivatives.

    While enhanced index funds may expose you to the risk of greater losses than their plain-vanilla counterparts, they may also offer an opportunity for higher returns.


    Yahoo Finance - Cite This Source - This Definition
  • Browse Related Terms: Actively managed fund, Audit committee, Buy side, Institutional investor, Managed account, Management fee, Money manager, Passively managed, Portfolio manager, Prudent man rule, Wrap account

Browse Nearby Business Terms

Electronic bill payment
Electronic bill presentment
Electronic check conversion
Electronic communications network (ECN)
Electronic Data Gathering, Analysis, and Retrieval System (EDGAR)
Electronic funds transfer
Electronic Signature (or eSignature)
Elimination period
Emergency fund
Emerging market
Emerging markets fund
Employee Retirement Income Security Act (ERISA)
Employee stock ownership plan (ESOP)
Employer sponsored retirement plan
End Review
Enhanced index fund
Equal Credit Opportunity Act (ECOA)
Equity
equity fund
Equivalent taxable yield
Escrow
Escrow agent
Estate
Estate tax
Ethics Agreement
Ethics Counselor (EC) or Ethics Official
Euro
Eurobond
Eurocurrency
Eurodollar