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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.

Index Funds
Fund Name
Morningstar Category
Adjusted Expense Ratio %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Return Rank in Category 10Y %
ABR Dynamic Blend Equity & Volatility Fd Long-Short Equity 2.000 1 — —
Amidex35 Israel Mutual Fund Miscellaneous Region 4.500 — — —
BNY Mellon Bond Market Index Fund Intermediate Core Bond 0.150 11 23 50
BNY Mellon Instl S&P 500 Stk Idx Fd Large Blend 0.200 24 17 16
BNY Mellon International Stock Index Fd Foreign Large Blend 0.600 43 49 47
BNY Mellon MidCap Index Fund Mid-Cap Blend 0.500 69 45 36
BNY Mellon S&P 500 Index Fund Large Blend 0.500 30 25 28
BNY Mellon Smallcap Stock Index Fund Small Blend 0.500 42 21 11
CBOE Vest S&P 500® Buffer Strategy Fund Options-based 1.000 26 — —
CBOE Vest S&P 500® Enhanced Gr Strat Fd Options-based 1.010 19 — —
CBOE Vest S&P500 Dv Aristocrats TrgIncFd Large Blend 0.960 — — —
Calvert Global Energy Solutions Fund World Small/Mid Stock 0.990 49 85 97
Calvert Global Water Fund Natural Resources 1.240 6 14 15
Calvert International Responsible Idx Fd Foreign Large Blend 0.290 15 — —
Calvert US Large Cap Core Rspnb Idx Fd Large Blend 0.240 10 9 5
Calvert US Large Cap Growth Rspnb Idx Fd Large Growth 0.240 27 — —
Calvert US Large Cap Value Rspnb Idx Fd Large Value 0.250 46 — —
Calvert US Mid Cap Core Rspnb Idx Fd Mid-Cap Blend 0.250 11 — —
Columbia Large Cap Index Fund Large Blend 0.200 25 17 16
Columbia Mid Cap Index Fund Mid-Cap Blend 0.200 65 38 27
Columbia Small Cap Index Fund Small Blend 0.200 37 16 8
Columbia US Treasury Index Fund Intermediate Government 0.170 7 5 11
Communication Services UltraSector ProFd Trading--Leveraged Equity 1.620 — — —
DFA US Large Company Portfolio Large Blend 0.080 21 13 10
DWS Equity 500 Index Fund Large Blend 0.200 23 16 17
DWS S&P 500 Index Fund Large Blend 0.290 24 18 20
Direxion Monthly 25+Yr Trs Bear 1.35X Fd Trading--Inverse Debt 1.120 — — —
Direxion Monthly 25+Yr Trs Bull 1.35X Fd Trading--Leveraged Debt 1.110 — — —
Direxion Monthly High Yld Bull 1.2X Fd Trading--Leveraged Debt 1.690 — — —
Direxion Monthly NASDAQ-100® Bll 1.25XFd Trading--Leveraged Equity 1.170 — — —
Direxion Monthly NASDAQ-100® Br 1.25X Fd Trading--Inverse Equity 1.200 — — —
Direxion Mthly 7-10 Yr Trs Bear 2X Fd Trading--Inverse Debt 1.400 — — —
Direxion Mthly 7-10 Yr Trs Bull 2X Fd Trading--Leveraged Debt 1.390 — — —
Direxion Mthly Emerg Mkts Bull 2.0X Fund Trading--Leveraged Equity 1.410 — — —
Direxion Mthly NASDAQ-100 Bull 2X Fund Trading--Leveraged Equity 1.400 — — —
Direxion Mthly S&P 500 Bear 2X Fund Bear Market 1.420 66 72 69
Direxion Mthly S&P 500 Bull 2X Fund Trading--Leveraged Equity 1.400 — — —
Direxion Mthly Small Cap Bear 2X Fund Bear Market 1.380 13 37 65
Direxion Mthly Small Cap Bull 2X Fund Trading--Leveraged Equity 1.410 — — —
Essential 40 Stock Fund Large Blend 0.700 — — —
Federated Max Cap Index Fund Large Blend 0.370 27 18 17
Federated Mid Cap Index Fund Mid-Cap Blend 0.570 70 46 35
Fidelity ZERO Extended Market Index Fund Mid-Cap Blend 0.000 — — —
Fidelity ZERO International Index Fund Foreign Large Blend 0.000 — — —
Fidelity ZERO Large Cap Index Fund Large Blend 0.000 — — —
Fidelity ZERO Total Market Index Fund Large Blend 0.000 — — —
Fidelity® 500 Index Fund Large Blend 0.015 19 10 —
Fidelity® Emerging Markets Index Fund Diversified Emerging Mkts 0.076 31 36 —
Fidelity® Extended Market Index Fund Mid-Cap Blend 0.046 30 22 —
Fidelity® Flex 500 Index Fund Large Blend 0.000 19 — —
Fidelity® Flex Infl-Prot Bd Idx Fd Inflation-Protected Bond 0.000 13 — —
Fidelity® Flex International Index Fd Foreign Large Blend 0.000 41 — —
Fidelity® Flex Mid Cap Index Fd Mid-Cap Blend 0.000 17 — —
Fidelity® Flex Small Cap Index Fd Small Blend 0.000 20 — —
Fidelity® Flex US Bond Index Fd Intermediate Core Bond 0.000 5 — —
Fidelity® Global ex US Index Fund Foreign Large Blend 0.056 40 36 —
Fidelity® Inflation-Protected Bd Idx Fd Inflation-Protected Bond 0.050 19 13 —
Fidelity® Intermediate Trs Bd Idx Fd Intermediate Government 0.030 — — —
Fidelity® International Bond Index Fund World Bond-USD Hedged 0.060 — — —
Fidelity® International Index Fund Foreign Large Blend 0.035 33 32 —
Fidelity® Intl Sustainability Idx Fund Foreign Large Blend 0.200 — — —
Fidelity® Large Cap Growth Index Fund Large Growth 0.035 28 — —
Fidelity® Large Cap Value Index Fund Large Value 0.035 53 — —
Fidelity® Long-Term Treasury Bd Idx Fd Long Government 0.030 — — —
Fidelity® Mid Cap Growth Index Fund Mid-Cap Growth 0.050 — — —
Fidelity® Mid Cap Index Fund Mid-Cap Blend 0.025 19 16 —
Fidelity® Mid Cap Value Index Fund Mid-Cap Value 0.050 — — —
Fidelity® Municipal Bond Index Fund Muni National Interm 0.070 — — —
Fidelity® NASDAQ Composite Index® Fund Large Growth 0.300 38 17 11
Fidelity® Real Estate Index Fund Real Estate 0.070 76 75 —
Fidelity® SAI Em Mkts Lw Vol Idx Fd Diversified Emerging Mkts 0.260 — — —
Fidelity® SAI Emerging Markets Index Fd Diversified Emerging Mkts 0.086 32 — —
Fidelity® SAI Emerging Mkts Val Idx Fd Diversified Emerging Mkts 0.250 — — —
Fidelity® SAI International Index Fund Foreign Large Blend 0.036 35 — —
Fidelity® SAI International Mtm Idx Fd Foreign Large Growth 0.200 — — —
Fidelity® SAI International Qly Idx Fd Foreign Large Blend 0.200 — — —
Fidelity® SAI International Val Idx Fd Foreign Large Value 0.190 — — —
Fidelity® SAI Intl Low Vol Idx Fd Foreign Large Blend 0.190 4 — —
Fidelity® SAI Long-Term Treasury Bd Idx Long Government 0.030 25 — —
Fidelity® SAI Municipal Bond Index Fund Muni National Interm 0.070 — — —
Fidelity® SAI Real Estate Index Fund Real Estate 0.070 75 — —
Fidelity® SAI Small-Mid Cap 500 Index Fd Mid-Cap Blend 0.050 31 — —
Fidelity® SAI US Large Cap Index Fund Large Blend 0.016 20 — —
Fidelity® SAI US Low Volatil Idx Fd Large Blend 0.120 8 — —
Fidelity® SAI US Momentum Index Fund Large Growth 0.110 60 — —
Fidelity® SAI US Quality Index Fund Large Growth 0.110 49 — —
Fidelity® SAI US Treasury Bond Index Fd Intermediate Government 0.030 2 — —
Fidelity® SAI US Value Index Fund Large Value 0.110 — — —
Fidelity® Series Bond Index Fund Intermediate Core Bond 0.000 — — —
Fidelity® Series Global ex US Index Fund Foreign Large Blend 0.010 38 35 66
Fidelity® Series Government Bd Idx Fund Intermediate Government 0.000 — — —
Fidelity® Series Infl-Prtct Bd Idx Fd Inflation-Protected Bond 0.000 49 40 70
Fidelity® Series International Index Fd Foreign Large Blend 0.014 — — —
Fidelity® Series Large Cap Value Idx Fd Large Value 0.000 52 42 —
Fidelity® Series Large Cp Grwth Idx Fund Large Growth 0.010 — — —
Fidelity® Series Long-Term Trs Bd Idx Fd Long Government 0.000 38 — —
Fidelity® Series Total Market Index Fund Large Blend 0.000 — — —
Fidelity® Series Treasury Bill Index Fd Ultrashort Bond 0.000 — — —
Fidelity® Short-Term Bond Index Fund Short-Term Bond 0.030 — — —
Fidelity® Short-Term Treasury Bd Idx Fd Short Government 0.030 — — —

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