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 | 1.55 Tril | 1.26% | 69 | 50 | 41 | 0.140% | $3,000 | No Load | Limited |
Vanguard 500 Index Investor | VFINX | Large Blend | 1.07 Tril | 1.27% | 26 | 26 | 15 | 0.140% | — | No Load | Limited |
Fidelity 500 Index | FXAIX | Large Blend | 515.22 Bil | 1.35% | 22 | 20 | 9 | 0.015% | — | No Load | Open |
Vanguard Total Intl Stock Index Inv | VGTSX | Foreign Large Blend | 412.05 Bil | 3.12% | 73 | 65 | 56 | 0.180% | — | No Load | Limited |
Vanguard Total Bond Market Index Inv | VBMFX | Intermediate Core Bond | 314.28 Bil | 3.15% | 47 | 56 | 54 | 0.150% | $3,000 | No Load | Limited |
Vanguard Total Bond Market II Idx Inv | VTBIX | Intermediate Core Bond | 276.47 Bil | 3.22% | 40 | 58 | 52 | 0.090% | — | No Load | Open |
Vanguard Growth Index Investor | VIGRX | Large Growth | 222.21 Bil | 0.43% | 26 | 14 | 19 | 0.170% | $3,000 | No Load | Limited |
Vanguard Developed Markets Index Inv | VDVIX | Foreign Large Blend | 184.11 Bil | 3.00% | 40 | 40 | 33 | 0.160% | — | No Load | Limited |
Vanguard Value Index Inv | VIVAX | Large Value | 162.66 Bil | 2.23% | 31 | 41 | 18 | 0.170% | $3,000 | No Load | Limited |
Vanguard Mid Cap Index Investor | VIMSX | Mid-Cap Blend | 160.08 Bil | 1.35% | 64 | 49 | 25 | 0.170% | $3,000 | No Load | Limited |
Vanguard Small Cap Index Inv | NAESX | Small Blend | 138.98 Bil | 1.40% | 43 | 42 | 15 | 0.170% | $3,000 | No Load | Limited |
Vanguard Total Intl Bd II Idx Investor | VTIIX | Global Bond-USD Hedged | 111.55 Bil | 4.32% | 56 | — | — | 0.130% | — | No Load | Open |
Vanguard Emerging Mkts Stock Idx Inv | VEIEX | Diversified Emerging Mkts | 101.76 Bil | 3.29% | 45 | 54 | 44 | 0.290% | — | No Load | Limited |
Vanguard Extended Market Index Investor | VEXMX | Mid-Cap Blend | 100.44 Bil | 1.11% | 97 | 76 | 62 | 0.190% | $3,000 | No Load | Limited |
Vanguard Total Intl Bd Idx Investor | VTIBX | Global Bond-USD Hedged | 89.15 Bil | 4.53% | 52 | 78 | 30 | 0.130% | — | No Load | Limited |
Fidelity Total Market Index | FSKAX | Large Blend | 88.99 Bil | 1.32% | 66 | 47 | 38 | 0.015% | — | No Load | Open |
Schwab® S&P 500 Index | SWPPX | Large Blend | 88.61 Bil | 1.34% | 23 | 21 | 11 | 0.020% | — | No Load | Open |
Fidelity Series Total Market Index | FCFMX | Large Blend | 67.71 Bil | 1.36% | 65 | — | — | — | — | No Load | Open |
Vanguard Real Estate Index Investor | VGSIX | Real Estate | 63.59 Bil | 3.94% | 68 | 55 | 55 | 0.260% | $3,000 | No Load | Limited |
Fidelity U.S. Bond Index | FXNAX | Intermediate Core Bond | 57.62 Bil | 3.06% | 45 | 47 | 42 | 0.025% | — | No Load | Open |
Vanguard Short-Term Bond Index Inv | VBISX | Short-Term Bond | 56.75 Bil | 2.54% | 89 | 84 | 78 | 0.150% | $3,000 | No Load | Limited |
Vanguard Small Cap Value Index Inv | VISVX | Small Value | 52.94 Bil | 1.97% | 31 | 37 | 15 | 0.190% | $3,000 | No Load | Limited |
Vanguard Shrt-Term Infl-Prot Sec Idx Inv | VTIPX | Inflation-Protected Bond | 51.67 Bil | 2.75% | 9 | 15 | 45 | 0.140% | $3,000 | No Load | Limited |
Vanguard Large Cap Index Investor | VLACX | Large Blend | 49.12 Bil | 1.21% | 42 | 30 | 21 | 0.170% | $3,000 | No Load | Limited |
Fidelity International Index | FSPSX | Foreign Large Blend | 48.30 Bil | 2.73% | 17 | 28 | 29 | 0.035% | — | No Load | Open |
TIAA-CREF Equity Index W | TEQWX | Large Blend | 43.72 Bil | 1.42% | 61 | 43 | — | — | — | No Load | Open |
TIAA-CREF Equity Index Premier | TCEPX | Large Blend | 43.72 Bil | 1.22% | 67 | 50 | 41 | 0.200% | — | No Load | Open |
TIAA-CREF Equity Index Retail | TINRX | Large Blend | 43.72 Bil | 1.12% | 69 | 54 | 46 | 0.320% | $2,500 | No Load | Open |
TIAA-CREF Equity Index Advisor | TEIHX | Large Blend | 43.72 Bil | 1.29% | 65 | 49 | — | 0.150% | — | No Load | Open |
iShares S&P 500 Index Investor A | BSPAX | Large Blend | 39.01 Bil | 1.08% | 32 | 33 | 24 | 0.350% | $1,000 | No Load | Open |
iShares S&P 500 Index Service | BSPSX | Large Blend | 39.01 Bil | 1.19% | 28 | 29 | 19 | 0.220% | $5,000 | No Load | Open |
Fidelity Extended Market Index | FSMAX | Mid-Cap Blend | 38.36 Bil | 1.13% | 96 | 74 | 58 | 0.035% | — | No Load | Open |
Vanguard Interm-Term Bond Index Inv | VBIIX | Intermediate Core Bond | 37.95 Bil | 3.21% | 57 | 25 | 15 | 0.150% | $3,000 | No Load | Limited |
Vanguard Small Cap Growth Index Inv | VISGX | Small Growth | 34.34 Bil | 0.54% | 47 | 55 | 58 | 0.190% | $3,000 | No Load | Limited |
Fidelity Mid Cap Index | FSMDX | Mid-Cap Blend | 33.21 Bil | 1.34% | 57 | 41 | 18 | 0.025% | — | No Load | Open |
T. Rowe Price Equity Index 500 | PREIX | Large Blend | 30.32 Bil | 1.24% | 27 | 28 | 19 | 0.200% | $2,500 | No Load | Open |
Vanguard Mid-Cap Value Index Investor | VMVIX | Mid-Cap Value | 28.00 Bil | 2.11% | 64 | 54 | 36 | 0.190% | $3,000 | No Load | Limited |
Fidelity Small Cap Index | FSSNX | Small Blend | 26.33 Bil | 1.41% | 87 | 76 | 60 | 0.025% | — | No Load | Open |
Vanguard European Stock Investor | VEURX | Europe Stock | 24.66 Bil | 2.98% | 56 | 76 | 50 | 0.250% | — | No Load | Limited |
TIAA-CREF International Eq Idx W | TCIWX | Foreign Large Blend | 24.26 Bil | 3.11% | 17 | 29 | — | — | — | No Load | Open |
TIAA-CREF International Eq Idx Premier | TRIPX | Foreign Large Blend | 24.26 Bil | 2.92% | 21 | 37 | 39 | 0.200% | — | No Load | Open |
TIAA-CREF International Eq Idx Advisor | TCIHX | Foreign Large Blend | 24.26 Bil | 2.89% | 20 | 37 | — | 0.190% | — | No Load | Open |
Vanguard Mid-Cap Growth Index Investor | VMGIX | Mid-Cap Growth | 24.16 Bil | 0.58% | 33 | 42 | 43 | 0.190% | $3,000 | No Load | Limited |
TIAA-CREF Bond Index Advisor | TBIAX | Intermediate Core Bond | 23.27 Bil | 2.95% | 63 | 69 | — | 0.170% | — | No Load | Open |
TIAA-CREF Bond Index Retail | TBILX | Intermediate Core Bond | 23.27 Bil | 2.73% | 79 | 82 | 77 | 0.380% | $2,500 | No Load | Open |
TIAA-CREF Bond Index Premier | TBIPX | Intermediate Core Bond | 23.27 Bil | 2.90% | 70 | 76 | 68 | 0.220% | — | No Load | Open |
TIAA-CREF Bond Index W | TBIWX | Intermediate Core Bond | 23.27 Bil | 3.12% | 41 | 45 | — | — | — | No Load | Open |
Fidelity Series Bond Index | FIFZX | Intermediate Core Bond | 22.89 Bil | 3.26% | 43 | — | — | — | — | No Load | Open |
Schwab Total Stock Market Index | SWTSX | Large Blend | 22.51 Bil | 1.32% | 67 | 48 | 40 | 0.030% | — | No Load | Open |
Fidelity Large Cap Growth Idx | FSPGX | Large Growth | 22.18 Bil | 0.67% | 8 | 10 | — | 0.035% | — | 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.