Investor relations & capital-markets communication · Core
Index fund
Also called: passive fund
ELI5
A fund designed to track a specified market index.
Used in conversation
“Keep index fund on the dashboard, but show the definition and reporting period beside it.”
Pitch context
You will see “Index fund” in annual reports, earnings decks, filings and investor presentations when the discussion reaches investor relations & capital-markets communication.
Why it matters: In investor relations & capital-markets communication, a loose definition can change rights, obligations, approval, disclosure or enforceability.
Caution
Meaning, enforceability and required process vary by jurisdiction and agreement; this definition is not legal advice.
Sources & evidence · 4
Direct term-level sources and supporting source families.
- U.S. Securities and Exchange Commission — How to Read a 10-KDirect source · primary · checked 2026-08-16
- U.S. Securities and Exchange Commission — EDGAR and filing resourcesDirect source · primary · checked 2026-08-16
- OECD — G20/OECD Principles of Corporate Governance 2023Direct source · institutional · checked 2026-08-16
- U.S. Securities and Exchange Commission — Non-GAAP Financial Measures — Compliance and Disclosure InterpretationsSupporting source family · primary · checked 2026-08-16