Stocks
Market Index is a passively managed index fund that aims to track the performance of the S&P 500. The product seeks to provide investors with diversification benefits and a passive vehicle for long term equity investing.
We’ve always viewed investing as a balancing act of concentration and diversification – having enough concentration to make your winners count - the aim of Titan Flagship, Opportunities, Offshore, and Crypto - but enough diversification across asset classes and holdings to navigate the market’s ups and downs over time.
We believe index investing may be an excellent way for beginner investors to get capital to work while having exposure to the broader markets. We believe the potentital tax benefits, diversification and low cost may help investors grow their capital over a long time horizon.
Any historical returns, expected returns, or probability projections are purely hypothetical in nature and may not reflect actual or potential future performance. PLEASE NOTE: All Titan performance results related to equity strategies include the use of a personalized hedge by Titan for a hypothetical client with an “Aggressive” risk profile; those clients with “Moderate” or “Conservative” risk profiles would have experienced lower returns. Please visit Titan Hedging Disclosures for more information and full disclosures regarding Titan’s hedging process. As of 5/18/2020, Titan's Flagship strategy was broadened to enable more opportunistic trading and tax optimization. Please visit Titan Flagship Strategy Updates for full details.
“Inception Date” for Titan Flagship’s strategy is defined as 2/20/18 (or 2/28/18 for Betterment and PCI, as discussed more fully below). 2022 year-to-date results are measured from 1/1/22 through the Last Day of Previous Month. 2018 results are measured from Inception Date through 12/31/18. Annualized Returns represent the internal rate of return from Inception Date through the Last Day of Previous Month. The Inception Date for other Titan strategies varies. The Inception Date for Titan Opportunities is defined as 8/17/20; for Titan Offshore is defined as 4/6/21; for Titan Crypto is defined as 8/10/21; and for Market Index is defined as 5/15/00.
The performance results are shown for a hypothetical client with at least $10,000 in net assets with Titan. Performance results from 7/8/2022 onward include a 2% annual cash APY return for cash positions held in Titan Flagship, Titan Opportunities, Titan Offshore, and Titan Crypto (“Titan Strategies”). This cash APY return represents the maximum annual APY that Titan clients may earn on the cash positions held in Titan Strategies as of 7/8/2022 and assumes cash positions held in Titan Strategies of up to $10,000. Prior to 7/8/2022, cash positions in Titan Strategies include a 0% annual cash APY return on cash positions. The 2% APY applies to a client’s first $10,000 of cash holdings in the Cash Sweep Program, and a payment of 0.5% APY is applied to all cash holdings over $10,000. Please visit Titan’s Cash Sweep Program Disclosures for more information. Results are shown net of fees and include dividends and other standard adjustments. All performance data is strictly illustrative in nature, represents best estimates based on available data, and may differ from actual results. Clients with less than $10,000 in net assets with Titan would have experienced lower returns net of fees given a different fee structure applied to smaller asset accounts. Please see Titan’s Fee Schedule available at www.titan.com/legal for more information and details.
These performance results represent performance of a hypothetical account invested in one of the Titan Strategies: Titan Flagship, Titan Opportunities, Titan Offshore, Titan Crypto, or Market Index as of the aforementioned Inception Dates corresponding with the Titan strategy. Results apply Titan’s investment process for each respective strategy across an aggressive portfolio. All-Time (annualized) represents internal rate of return (“IRR”) calculated net of fees and including dividends and other adjustments. IRR is calculated using Microsoft Excel’s XIRR function based on an illustrative hypothetical starting account value of $1,000 at Inception Date and its ending value on the Last Day of Previous Month.
Performance results for any Titan strategies as compared against the performance of Illustrative Benchmarks are also for informational purposes only. “Illustrative Benchmarks” include the Betterment 100% Stock Portfolio ("Betterment"), the Wealthfront Taxable Risk Score 10.0 Portfolio ("Wealthfront"), the Standard & Poor’s 500 Index (the “S&P 500”), the Russell 2000 Index (the "Russell 2000"), the MSCI ACWI ex US ETF ("MSCI World ex-US"), the ARC USD Equity Risk Private Client Index ("PCI"), and the Bitwise 10 Large Cap Crypto Index ("Bitwise 10 Large Cap") Titan’s investment program and strategies do not mirror that of the Illustrative Benchmarks, and volatility may be materially different from the volatility included in any Illustrative Benchmarks. Reference or comparison to an Illustrative Benchmark does not imply that Titan’s portfolio or strategies will be constructed in the same way as the Illustrative Benchmark or achieve returns, volatility, or other results similar to those of the Illustrative Benchmark.
The S&P 500, the Russell 2000, and the MSCI World ex-US are unmanaged market capitalization-weighted indices of common stocks chosen for market size, liquidity, and industry group representation to represent U.S. large cap, U.S. small/mid cap, and international equity performance, respectively. The S&P 500 and the Russell 2000 results include the reinvestment of dividends and do not reflect transaction costs. The MSCI World ex-US results reflect the expense ratio associated with the ETF, but do not reflect other transaction costs. The Bitwise 10 Large Cap Crypto Index is an index comprised of the 10 most highly valued cryptocurrencies, screened and monitored by Bitwise for certain risks, weighted by market capitalization, and rebalanced monthly. Bitwise 10 Large Cap results do not reflect transaction costs.
Any performance results have been prepared exclusively by Titan, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment principle is possible. Account holdings and related information are for illustrative purposes only and are not to be considered investment recommendations. Additional information, including Titan’s calculation methodologies and a full list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.
Cryptocurrency advisory services are provided by Titan. Cryptocurrency trading is provided by Apex Crypto LLC. Apex Crypto is not a registered broker-dealer or a member of SIPC or FINRA. Cryptocurrencies are not securities and are not FDIC or SIPC insured. Apex Crypto is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Cryptocurrency execution and custody services are provided by Apex Crypto LLC (NMLS ID 1828849) through a software licensing agreement between Apex Crypto LLC and Titan Global Technologies LLC. Please ensure that you fully understand the risks involved before trading: apexcrypto.com/legal.
Various Registered Investment Company (“RIC”) products offered by third-party fund families and investment companies are made available on the platform. Certain of these RIC products are offered through Titan Global Technologies LLC. Other RIC products are offered to advisory clients by Titan. Before investing in such RIC products you should consult the specific supplemental information available for each product. Please refer to Titan's Program Brochure for important additional information.
PLEASE NOTE: INVESTMENTS IN CRYPTO ASSETS ARE HIGHLY SPECULATIVE AND VOLATILE IN NATURE AND ARE ONLY SUITABLE FOR INVESTORS WHO ARE WILLING TO BEAR THE RISK OF LOSS AND EXPERIENCE SHARP DRAWDOWNS. INVESTMENTS IN CRYPTO ASSETS ARE NOT INSURED OR GUARANTEED BY THE FEDERAL DEPOSIT INSURANCE CORPORATION (“FDIC”) OR ANY OTHER GOVERNMENTAL AGENCY. YOU ARE SOLELY RESPONSIBLE FOR EVALUATING THE MERITS AND RISKS ASSOCIATED WITH THE USE OF ANY INFORMATION, MATERIALS, CONTENT, USER CONTENT, OR THIRD PARTY CONTENT PROVIDED BEFORE MAKING ANY DECISIONS BASED ON SUCH CONTENT.
YOU ALONE ARE RESPONSIBLE FOR DETERMINING WHETHER ANY CONTENT, PRODUCT, SERVICE, SECURITY, OR OTHER FINANCIAL INSTRUMENT MENTIONED IS SUITABLE FOR YOUR PERSONAL FINANCIAL PURPOSES. PAST PERFORMANCE DATA, PERFORMANCE GRAPHS OR OTHER HISTORICAL INFORMATION ARE NOT A GUARANTEE OF FUTURE PERFORMANCE AND SHOULD NOT BE CONSTRUED AS INDICATIVE OF FUTURE RESULTS. YOU SHOULD CONSIDER YOUR INDIVIDUAL INVESTMENT OBJECTIVES AND RISK TOLERANCE BEFORE INVESTING. THE CONTENT PRESENTED IS NOT INTENDED TO PROVIDE YOU OR ANYONE ELSE WITH INVESTMENT, LEGAL, TAX, INSURANCE OR ANY OTHER KIND OF PROFESSIONAL ADVICE. YOU SHOULD CONSULT WITH YOUR FINANCIAL, TAX OR LEGAL PROFESSIONAL FOR ADVICE REGARDING YOUR SPECIFIC FINANCIAL, TAX OR LEGAL POSITIONS AND CIRCUMSTANCES.
The visual content is for illustrative purposes only to demonstrate products, services and information available from Titan. Please see www.titan.com/legal for additional disclosures.
Key Facts
Ticker
IVV
Total Holdings
503*
Minimum initial investment (non-retirement)
$500
Minimum initial investment (retirement)
$500
Asset Class
Stocks
Liquidity
Daily
Dividend Reinvestment
Automatic
Mandate
U.S. Only
Inception Date
5/15/2000
*As of 10/17/2022
Titan Advisory Fee
No Fee
0%
Strategy Expense
Expense Ratio
0.03%
Titan Global Capital Management USA LLC ("Titan") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept and agree to Titan’s Terms of Use and Privacy Policy. Titan’s investment advisory services are available only to residents of the United States in jurisdictions where Titan is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities or investment products. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings and other information provided are for illustrative purposes only and are not to be considered investment recommendations. The content on this website is for informational purposes only and does not constitute a comprehensive description of Titan’s investment advisory services.
Please refer to Titan's Program Brochure for important additional information. Certain investments are not suitable for all investors. Before investing, you should consider your investment objectives and any fees charged by Titan. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested, including principal. Brokerage services are provided to Titan Clients by Titan Global Technologies LLC and Apex Clearing Corporation, both registered broker-dealers and members of FINRA/SIPC. For more information, visit our disclosures page. You may check the background of these firms by visiting FINRA's BrokerCheck.
Various Registered Investment Company (“RIC”) products offered by third-party fund families and investment companies are made available on the platform. Certain of these RIC products are offered through Titan Global Technologies LLC. Other RIC products are offered to advisory clients by Titan. Before investing in such RIC products you should consult the specific supplemental information available for each product. Please refer to Titan's Program Brochure for important additional information.
The cash sweep program is made available in coordination with Apex Clearing Corporation through Titan Global Technologies LLC. Please visit www.titan.com/legal for applicable terms and conditions and important disclosures.
Cryptocurrency advisory services are provided by Titan. Cryptocurrency trading is provided by Apex Crypto LLC. Apex Crypto is not a registered broker-dealer or a member of SIPC or FINRA. Cryptocurrencies are not securities and are not FDIC or SIPC insured. Apex Crypto is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Cryptocurrency execution and custody services are provided by Apex Crypto LLC (NMLS ID 1828849) through a software licensing agreement between Apex Crypto LLC and Titan Global Technologies LLC. Please ensure that you fully understand the risks involved before trading: www.apexcrypto.com/legal.
Information provided by Titan Support is for informational and general educational purposes only and is not investment or financial advice.
Contact Titan at support@titan.com. 508 LaGuardia Place NY, NY 10012.