- Collection Overview
- Collection Description & Creator Information
- Access & Use
- Collection History
- Find Related Materials
First Index Investment Trust, 1974-1976, 1995-2005
Collection Description & Creator Information
- Scope and Contents
(The first indexed mutual fund.)
The Papers are arranged alphabetically by subject or document type.
Publications have been removed from this collection to be cataloged separately.
Due to the presence of personally identifiable information, certain documents in the Correspondence series have been removed and a small number of documents in Box 1 have been line-redacted.
These papers were processed with the generous support of the National Historical Publications and Records Commission, the John Foster and Janet Avery Dulles Fund, and John C. Bogle.
- Processing Information
This collection was processed by Adriane Hanson and Christopher Shannon in 2007. Material arrived in five accessions between 2004 and 2007. Processing activities included re-housing material in archival folders and boxes and arranging materials into series as identified in the finding aid. Finding aid written by Adriane Hanson in May 2007. Materials in two subsequent accruals in 2008 and 2012 were incorporated into the existing collection and the finding aid was updated at this time. Additional materials received in 2017-2018 were incorporated into the collection by Rachel Van Unen. Another acquisition of materials was made in 2020 and processed by Quin DeLaRosa in 2022.
Access & Use
- Conditions Governing Access
The collection is open for research.
- Conditions Governing Use
Single photocopies may be made for research purposes. For quotations that are fair use as defined under U. S. Copyright Law, no permission to cite or publish is required. For those few instances beyond fair use, any copyright vested in the donor has passed to Princeton University and researchers are free to move forward with use of materials without anything further from Mudd Library. For materials not created by the donor, where the copyright is not held by the University, researchers are responsible for determining who may hold the copyright and obtaining approval from them. In these instances, researchers do not need anything further from the Mudd Library to move forward with their use. If you have a question about who owns the copyright for an item, you may request clarification by contacting us through the Ask Us! form.
- Physical Characteristics and Technical Requirements
For preservation reasons, original analog and digital media may not be read or played back in the reading room. Users may visually inspect physical media but may not remove it from its enclosure. All analog audiovisual media must be digitized to preservation-quality standards prior to use. Audiovisual digitization requests are processed by an approved third-party vendor. Please note, the transfer time required can be as little as several weeks to as long as several months and there may be financial costs associated with the process. Requests should be directed through the Ask Us Form.
Thirteen VHS tapes of Bogle's television appearances are located in Box 10.
- Credit this material:
First Index Investment Trust; John C. Bogle Papers, MC206, Public Policy Papers, Department of Special Collections, Princeton University Library
- Seeley G. Mudd Manuscript Library65 Olden StreetPrinceton, NJ 08540, USA
- Storage Note:
- Mudd Manuscript Library (mudd): Box 12
The following sources were consulted during preparation of the biographical note: "Bogle Financial Markets Research Center" on the Vanguard website, http://www.vanguard.com/bogle_site/bogle_home.html Accessed April 23, 2006. Bogle, John C., Class of 1951; Undergraduate Alumni Records, Box 313; University Archives, Special Collections, Princeton University. John Bogle and the Vanguard Experiment by Robert Slater. Irwin Professional Publishing: Chicago, 1997.
- Wellington Management Company
United States. Securities and Exchange Commission
Vanguard Group of Investment Companies
Bogle, John C. (1929-)