A Conversation With S&P 500 Equal Weight Fund Manager, Michael Willis

Recently, I had the opportunity to speak with Michael Willis. He is the President of The Index Group and portfolio manager for the S&P 500 Equal Weight Fund (MUTF:INDEX). The no-load mutual fund is approaching its one-year mark at the end of April and Willis believes that his fund's strategy could provide a means of delivering results that top the S&P 500.


As the name suggest, the S&P 500 Equal Weight Fund gives the same weight to each of the S&P 500's (NYSEARCA:SPY) components instead of the traditional method of market cap weighting its holdings. In our discussion, he talks about why he believes an equal weight strategy makes more sense than a market cap weighted one. We also talk about how this fund compares to its closest counterpart - the Guggenheim Equal Weight ETF (NYSEARCA:RSP) - and touch briefly on corporate defaults and interest rates.

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