Average Annual Returns
Risk Profile
The C Fund carries medium-high risk as a 100% equity fund. While offering strong long-term growth potential, it can experience significant short-term volatility and is subject to market fluctuations.
📊 At a Glance: C Fund Profile
What It Is
A passively managed index fund that mirrors the performance of the Standard & Poor's 500 (S&P 500) Index, which represents about 80% of the U.S. stock market's value.
Investment Objective
To match the performance of the S&P 500 index. As a stock fund, it carries the risks and potential returns associated with the stock market.
Best For
Investors with a long-term time horizon (10+ years) who are comfortable with stock market volatility and are seeking substantial growth potential.
📋 Holdings & Fund Details
Top Ten Holdings (as of 12/31/2024)
Investing in the C Fund means investing in household names that power the U.S. economy:
Key Fund Details (as of 12/31/2024)
Key Features & Benefits
🏢 Large-Cap Exposure
Invest in America's 500 largest publicly traded companies, including tech giants, healthcare leaders, financial institutions, and consumer brands that drive the U.S. economy.
📈 Market Returns
Captures the returns of the broader U.S. stock market with no attempt to outperform. Perfect for investors seeking consistent market participation without active management risk.
💰 Ultra-Low Costs
With an extremely low expense ratio, the C Fund offers one of the most cost-effective ways to gain S&P 500 exposure, maximizing your long-term investment growth.
🎯 Dividend Reinvestment
All dividends from underlying stocks are automatically reinvested, compounding your returns over time without any action required on your part.