Index Funds
A mutual fund that tracks a market index, such as the S&P 500 Index. Because index funds mirror the performance of a particular index, the returns should be are very similar to those of the index. Index funds often have lower fees than their actively managed counterparts.
Name
|
Ticker
|
Morningstar Category
|
Fund Size
|
TTM Yield
|
Total Return Rank in Category
3 Year
|
Total Return Rank in Category
5 Year
|
Total Return Rank in Category
10 Year
|
Adjusted Expense Ratio
|
Minimum Initial Investment
|
Share Class Type
|
Investment Status
|
---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | VTSMX | Large Blend | 1.53 Tril | 1.26% | 62 | 51 | 40 | 0.140% | $3,000 | No Load | Limited |
Vanguard 500 Index Investor | VFINX | Large Blend | 1.08 Tril | 1.23% | 24 | 25 | 16 | 0.140% | — | No Load | Limited |
Fidelity 500 Index | FXAIX | Large Blend | 512.39 Bil | 1.32% | 20 | 20 | 9 | 0.015% | — | No Load | Open |
Vanguard Total Intl Stock Index Inv | VGTSX | Foreign Large Blend | 415.60 Bil | 3.15% | 70 | 62 | 59 | 0.180% | — | No Load | Limited |
Vanguard Total Bond Market Index Inv | VBMFX | Intermediate Core Bond | 311.65 Bil | 3.32% | 54 | 61 | 53 | 0.150% | $3,000 | No Load | Limited |
Vanguard Total Bond Market II Idx Inv | VTBIX | Intermediate Core Bond | 279.08 Bil | 3.41% | 49 | 65 | 52 | 0.090% | — | No Load | Open |
Vanguard Growth Index Investor | VIGRX | Large Growth | 219.99 Bil | 0.42% | 23 | 14 | 21 | 0.170% | $3,000 | No Load | Limited |
Vanguard Developed Markets Index Inv | VDVIX | Foreign Large Blend | 185.42 Bil | 3.13% | 46 | 39 | 37 | 0.170% | — | No Load | Limited |
Vanguard Value Index Inv | VIVAX | Large Value | 163.46 Bil | 2.27% | 31 | 41 | 18 | 0.170% | $3,000 | No Load | Limited |
Vanguard Mid Cap Index Investor | VIMSX | Mid-Cap Blend | 159.23 Bil | 1.41% | 65 | 56 | 33 | 0.170% | $3,000 | No Load | Limited |
Vanguard Small Cap Index Inv | NAESX | Small Blend | 135.80 Bil | 1.35% | 51 | 49 | 22 | 0.050% | $3,000 | No Load | Limited |
Vanguard Total Intl Bd II Idx Investor | VTIIX | Global Bond-USD Hedged | 113.73 Bil | 4.51% | 55 | — | — | 0.130% | — | No Load | Open |
Vanguard Emerging Mkts Stock Idx Inv | VEIEX | Diversified Emerging Mkts | 103.81 Bil | 3.18% | 45 | 51 | 46 | 0.290% | — | No Load | Limited |
Vanguard Extended Market Index Investor | VEXMX | Mid-Cap Blend | 96.79 Bil | 1.13% | 97 | 77 | 56 | 0.190% | $3,000 | No Load | Limited |
Schwab® S&P 500 Index | SWPPX | Large Blend | 92.62 Bil | 1.29% | 21 | 21 | 11 | 0.020% | — | No Load | Open |
Vanguard Total Intl Bd Idx Investor | VTIBX | Global Bond-USD Hedged | 89.59 Bil | 4.69% | 45 | 83 | 30 | 0.130% | — | No Load | Limited |
Fidelity Total Market Index | FSKAX | Large Blend | 87.50 Bil | 1.31% | 58 | 47 | 35 | 0.015% | — | No Load | Open |
Fidelity Series Total Market Index | FCFMX | Large Blend | 65.53 Bil | 1.32% | 59 | 48 | — | — | — | No Load | Open |
Vanguard Real Estate Index Investor | VGSIX | Real Estate | 59.37 Bil | 4.01% | 81 | 59 | 58 | 0.260% | $3,000 | No Load | Limited |
Vanguard Short-Term Bond Index Inv | VBISX | Short-Term Bond | 57.40 Bil | 2.81% | 88 | 87 | 80 | 0.150% | $3,000 | No Load | Limited |
Fidelity U.S. Bond Index | FXNAX | Intermediate Core Bond | 55.87 Bil | 3.20% | 49 | 56 | 45 | 0.025% | — | No Load | Open |
Vanguard Small Cap Value Index Inv | VISVX | Small Value | 52.02 Bil | 1.94% | 35 | 43 | 19 | 0.070% | $3,000 | No Load | Limited |
Vanguard Shrt-Term Infl-Prot Sec Idx Inv | VTIPX | Short-Term Inflation Protected Bond | 51.64 Bil | 2.71% | 28 | 46 | 51 | 0.140% | $3,000 | No Load | Limited |
Fidelity International Index | FSPSX | Foreign Large Blend | 48.57 Bil | 2.95% | 17 | 29 | 32 | 0.035% | — | No Load | Open |
Vanguard Large Cap Index Investor | VLACX | Large Blend | 48.53 Bil | 1.21% | 39 | 31 | 21 | 0.170% | $3,000 | No Load | Limited |
Nuveen Equity Index W | TEQWX | Large Blend | 44.53 Bil | 1.37% | 55 | 44 | — | — | — | No Load | Open |
Nuveen Equity Index Premier | TCEPX | Large Blend | 44.21 Bil | 1.18% | 61 | 50 | 40 | 0.200% | — | No Load | Open |
iShares S&P 500 Index Service | BSPSX | Large Blend | 40.32 Bil | 1.17% | 26 | 29 | 19 | 0.220% | $5,000 | No Load | Open |
iShares S&P 500 Index Investor A | BSPAX | Large Blend | 40.32 Bil | 1.05% | 29 | 33 | 26 | 0.350% | $1,000 | No Load | Open |
Vanguard Interm-Term Bond Index Inv | VBIIX | Intermediate Core Bond | 37.83 Bil | 3.42% | 60 | 31 | 18 | 0.150% | $3,000 | No Load | Limited |
Fidelity Extended Market Index | FSMAX | Mid-Cap Blend | 36.56 Bil | 1.03% | 97 | 74 | 53 | 0.035% | — | No Load | Open |
Fidelity Mid Cap Index | FSMDX | Mid-Cap Blend | 33.44 Bil | 1.32% | 62 | 53 | 29 | 0.025% | — | No Load | Open |
Vanguard Small Cap Growth Index Inv | VISGX | Small Growth | 32.83 Bil | 0.57% | 54 | 61 | 66 | 0.070% | $3,000 | No Load | Limited |
T. Rowe Price Equity Index 500 | PREIX | Large Blend | 31.24 Bil | 1.21% | 25 | 28 | 19 | 0.190% | $2,500 | No Load | Open |
Vanguard Mid-Cap Value Index Investor | VMVIX | Mid-Cap Value | 27.86 Bil | 2.06% | 61 | 54 | 39 | 0.190% | $3,000 | No Load | Limited |
Nuveen International Eq Idx W | TCIWX | Foreign Large Blend | 25.15 Bil | 2.95% | 18 | 32 | — | — | — | No Load | Open |
Nuveen International Eq Idx Premier | TRIPX | Foreign Large Blend | 24.83 Bil | 2.77% | 23 | 37 | 44 | 0.200% | — | No Load | Open |
Vanguard European Stock Investor | VEURX | Europe Stock | 24.77 Bil | 3.00% | 47 | 52 | 49 | 0.250% | — | No Load | Limited |
Fidelity Small Cap Index | FSSNX | Small Blend | 24.70 Bil | 1.40% | 87 | 73 | 54 | 0.025% | — | No Load | Open |
Vanguard Mid-Cap Growth Index Investor | VMGIX | Mid-Cap Growth | 24.01 Bil | 0.59% | 34 | 37 | 47 | 0.190% | $3,000 | No Load | Limited |
Fidelity Series Bond Index | FIFZX | Intermediate Core Bond | 23.66 Bil | 3.44% | 41 | 52 | — | — | — | No Load | Open |
Nuveen Bond Index W | TBIWX | Intermediate Core Bond | 23.48 Bil | 3.26% | 44 | 51 | — | — | — | No Load | Open |
Nuveen Bond Index Premier | TBIPX | Intermediate Core Bond | 23.48 Bil | 3.04% | 69 | 77 | 70 | 0.220% | — | No Load | Open |
Schwab Total Stock Market Index | SWTSX | Large Blend | 23.35 Bil | 1.28% | 60 | 48 | 38 | 0.030% | — | No Load | Open |
Fidelity Large Cap Growth Idx | FSPGX | Large Growth | 22.10 Bil | 0.65% | 7 | 10 | — | 0.035% | — | No Load | Open |
Fidelity ZERO Total Market Index | FZROX | Large Blend | 19.75 Bil | 1.23% | 51 | 42 | — | — | — | No Load | Open |
Fidelity Series Long-Term Trs Bd Idx | FTLTX | Long Government | 17.40 Bil | 3.50% | 28 | 46 | — | — | — | No Load | Open |
Schwab 1000 Index® | SNXFX | Large Blend | 15.98 Bil | 1.27% | 45 | 39 | 28 | 0.050% | — | No Load | Open |
Fidelity SAI US Treasury Bd Idx | FUTBX | Intermediate Government | 15.44 Bil | 2.40% | 56 | 47 | — | 0.030% | — | No Load | Open |
Fidelity Nasdaq Composite Index | FNCMX | Large Growth | 15.16 Bil | 0.60% | 42 | 14 | 9 | 0.290% | — | No Load | Open |
Index Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.