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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 InvVTSMXLarge Blend1.47 Tril1.32%7248400.140%3,000No LoadLimited
Fidelity 500 IndexFXAIXLarge Blend484.42 Bil1.43%221980.015%No LoadOpen
Vanguard 500 Index InvestorVFINXLarge Blend398.45 Bil1.33%2724150.140%No LoadLimited
Vanguard Total Intl Stock Index InvVGTSXForeign Large Blend398.14 Bil3.21%7464520.170%No LoadLimited
Vanguard Total Bond Market II Idx InvVTBIXIntermediate Core Bond274.71 Bil3.12%4760530.090%No LoadOpen
Vanguard Growth Index InvestorVIGRXLarge Growth206.12 Bil0.46%2613180.170%3,000No LoadLimited
Vanguard Developed Markets Index InvVDVIXForeign Large Blend178.27 Bil3.09%4140310.160%No LoadLimited
Vanguard Value Index InvVIVAXLarge Value156.91 Bil2.31%3040180.170%3,000No LoadLimited
Vanguard Small Cap Index InvNAESXSmall Blend130.41 Bil1.48%5541220.170%3,000No LoadLimited
Vanguard Total Intl Bd II Idx InvestorVTIIXGlobal Bond-USD Hedged108.90 Bil4.24%0.130%No LoadOpen
Vanguard Total Bond Market Index InvVBMFXIntermediate Core Bond105.31 Bil3.05%4957530.150%3,000No LoadLimited
Vanguard Emerging Mkts Stock Idx InvVEIEXDiversified Emerging Mkts97.92 Bil3.43%4650440.290%No LoadLimited
Vanguard Extended Market Index InvestorVEXMXMid-Cap Blend94.72 Bil1.18%9974580.190%3,000No LoadLimited
Schwab® S&P 500 IndexSWPPXLarge Blend87.48 Bil1.41%2319110.020%No LoadOpen
Vanguard Total Intl Bd Idx InvestorVTIBXGlobal Bond-USD Hedged85.19 Bil4.44%5274300.130%3,000No LoadLimited
Fidelity Total Market IndexFSKAXLarge Blend84.23 Bil1.40%7045370.015%No LoadOpen
Fidelity Series Total Market IndexFCFMXLarge Blend64.47 Bil1.44%69No LoadOpen
Vanguard Mid Cap Index InvestorVIMSXMid-Cap Blend59.55 Bil1.42%7139280.170%3,000No LoadLimited
Fidelity U.S. Bond IndexFXNAXIntermediate Core Bond58.21 Bil2.96%4448390.025%No LoadOpen
Vanguard Short-Term Bond Index InvVBISXShort-Term Bond57.30 Bil2.43%8882780.150%3,000No LoadLimited
Vanguard Shrt-Term Infl-Prot Sec Idx InvVTIPXInflation-Protected Bond51.63 Bil2.74%1016550.140%3,000No LoadLimited
Vanguard Small Cap Value Index InvVISVXSmall Value50.59 Bil2.05%3839160.190%3,000No LoadLimited
Fidelity International IndexFSPSXForeign Large Blend46.87 Bil2.80%1826290.035%No LoadOpen
Vanguard Large Cap Index InvestorVLACXLarge Blend46.23 Bil1.28%4728200.170%3,000No LoadLimited
TIAA-CREF Equity Index RetailTINRXLarge Blend43.79 Bil1.18%7251440.320%2,500No LoadOpen
TIAA-CREF Equity Index WTEQWXLarge Blend43.79 Bil1.49%6641No LoadOpen
TIAA-CREF Equity Index PremierTCEPXLarge Blend43.79 Bil1.29%7148400.200%No LoadOpen
TIAA-CREF Equity Index AdvisorTEIHXLarge Blend43.79 Bil1.36%69470.150%No LoadOpen
iShares S&P 500 Index Investor ABSPAXLarge Blend38.51 Bil1.13%3131240.350%1,000No LoadOpen
iShares S&P 500 Index ServiceBSPSXLarge Blend38.51 Bil1.25%2827180.220%5,000No LoadOpen
Vanguard Interm-Term Bond Index InvVBIIXIntermediate Core Bond38.07 Bil3.08%7323140.150%3,000No LoadLimited
Fidelity Extended Market IndexFSMAXMid-Cap Blend35.82 Bil1.20%9973560.035%No LoadOpen
Vanguard Real Estate Index InvestorVGSIXReal Estate32.46 Bil4.02%7058550.260%3,000No LoadLimited
Vanguard Small Cap Growth Index InvVISGXSmall Growth31.38 Bil0.58%5660630.190%3,000No LoadLimited
Fidelity Mid Cap IndexFSMDXMid-Cap Blend31.17 Bil1.41%6535210.025%No LoadOpen
T. Rowe Price Equity Index 500PREIXLarge Blend30.06 Bil1.30%2726180.200%2,500No LoadOpen
Vanguard Mid-Cap Value Index InvestorVMVIXMid-Cap Value27.67 Bil2.19%6856390.190%3,000No LoadLimited
Fidelity Small Cap IndexFSSNXSmall Blend24.79 Bil1.49%8976600.025%No LoadOpen
Vanguard European Stock InvestorVEURXEurope Stock24.13 Bil3.04%5462460.250%No LoadLimited
TIAA-CREF International Eq Idx WTCIWXForeign Large Blend23.68 Bil3.20%1727No LoadOpen
TIAA-CREF International Eq Idx PremierTRIPXForeign Large Blend23.68 Bil3.00%2335370.200%No LoadOpen
TIAA-CREF International Eq Idx AdvisorTCIHXForeign Large Blend23.68 Bil2.97%22330.170%No LoadOpen
Fidelity Series Bond IndexFIFZXIntermediate Core Bond23.08 Bil3.15%40No LoadOpen
Vanguard Mid-Cap Growth Index InvestorVMGIXMid-Cap Growth22.72 Bil0.61%3940450.190%3,000No LoadLimited
TIAA-CREF Bond Index AdvisorTBIAXIntermediate Core Bond22.59 Bil2.86%64710.170%No LoadOpen
TIAA-CREF Bond Index RetailTBILXIntermediate Core Bond22.59 Bil2.64%7482770.380%2,500No LoadOpen
TIAA-CREF Bond Index WTBIWXIntermediate Core Bond22.59 Bil3.03%4248No LoadOpen
TIAA-CREF Bond Index PremierTBIPXIntermediate Core Bond22.59 Bil2.81%6873670.220%No LoadOpen
Schwab Total Stock Market IndexSWTSXLarge Blend22.26 Bil1.39%7145380.030%No LoadOpen
Fidelity Large Cap Growth IdxFSPGXLarge Growth20.37 Bil0.71%10100.035%No LoadOpen

Index Funds - Default List Criteria

This list is limited to US mutual funds that are primarily used by individual or retail investors.

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