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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 Blend1.55 Tril1.26%6950410.140%$3,000No LoadLimited
Vanguard 500 Index InvestorVFINXLarge Blend1.07 Tril1.27%2626150.140%No LoadLimited
Fidelity 500 IndexFXAIXLarge Blend515.22 Bil1.35%222090.015%No LoadOpen
Vanguard Total Intl Stock Index InvVGTSXForeign Large Blend412.05 Bil3.12%7365560.180%No LoadLimited
Vanguard Total Bond Market Index InvVBMFXIntermediate Core Bond314.28 Bil3.15%4756540.150%$3,000No LoadLimited
Vanguard Total Bond Market II Idx InvVTBIXIntermediate Core Bond276.47 Bil3.22%4058520.090%No LoadOpen
Vanguard Growth Index InvestorVIGRXLarge Growth222.21 Bil0.43%2614190.170%$3,000No LoadLimited
Vanguard Developed Markets Index InvVDVIXForeign Large Blend184.11 Bil3.00%4040330.160%No LoadLimited
Vanguard Value Index InvVIVAXLarge Value162.66 Bil2.23%3141180.170%$3,000No LoadLimited
Vanguard Mid Cap Index InvestorVIMSXMid-Cap Blend160.08 Bil1.35%6449250.170%$3,000No LoadLimited
Vanguard Small Cap Index InvNAESXSmall Blend138.98 Bil1.40%4342150.170%$3,000No LoadLimited
Vanguard Total Intl Bd II Idx InvestorVTIIXGlobal Bond-USD Hedged111.55 Bil4.32%560.130%No LoadOpen
Vanguard Emerging Mkts Stock Idx InvVEIEXDiversified Emerging Mkts101.76 Bil3.29%4554440.290%No LoadLimited
Vanguard Extended Market Index InvestorVEXMXMid-Cap Blend100.44 Bil1.11%9776620.190%$3,000No LoadLimited
Vanguard Total Intl Bd Idx InvestorVTIBXGlobal Bond-USD Hedged89.15 Bil4.53%5278300.130%No LoadLimited
Fidelity Total Market IndexFSKAXLarge Blend88.99 Bil1.32%6647380.015%No LoadOpen
Schwab® S&P 500 IndexSWPPXLarge Blend88.61 Bil1.34%2321110.020%No LoadOpen
Fidelity Series Total Market IndexFCFMXLarge Blend67.71 Bil1.36%65No LoadOpen
Vanguard Real Estate Index InvestorVGSIXReal Estate63.59 Bil3.94%6855550.260%$3,000No LoadLimited
Fidelity U.S. Bond IndexFXNAXIntermediate Core Bond57.62 Bil3.06%4547420.025%No LoadOpen
Vanguard Short-Term Bond Index InvVBISXShort-Term Bond56.75 Bil2.54%8984780.150%$3,000No LoadLimited
Vanguard Small Cap Value Index InvVISVXSmall Value52.94 Bil1.97%3137150.190%$3,000No LoadLimited
Vanguard Shrt-Term Infl-Prot Sec Idx InvVTIPXInflation-Protected Bond51.67 Bil2.75%915450.140%$3,000No LoadLimited
Vanguard Large Cap Index InvestorVLACXLarge Blend49.12 Bil1.21%4230210.170%$3,000No LoadLimited
Fidelity International IndexFSPSXForeign Large Blend48.30 Bil2.73%1728290.035%No LoadOpen
TIAA-CREF Equity Index WTEQWXLarge Blend43.72 Bil1.42%6143No LoadOpen
TIAA-CREF Equity Index PremierTCEPXLarge Blend43.72 Bil1.22%6750410.200%No LoadOpen
TIAA-CREF Equity Index RetailTINRXLarge Blend43.72 Bil1.12%6954460.320%$2,500No LoadOpen
TIAA-CREF Equity Index AdvisorTEIHXLarge Blend43.72 Bil1.29%65490.150%No LoadOpen
iShares S&P 500 Index Investor ABSPAXLarge Blend39.01 Bil1.08%3233240.350%$1,000No LoadOpen
iShares S&P 500 Index ServiceBSPSXLarge Blend39.01 Bil1.19%2829190.220%$5,000No LoadOpen
Fidelity Extended Market IndexFSMAXMid-Cap Blend38.36 Bil1.13%9674580.035%No LoadOpen
Vanguard Interm-Term Bond Index InvVBIIXIntermediate Core Bond37.95 Bil3.21%5725150.150%$3,000No LoadLimited
Vanguard Small Cap Growth Index InvVISGXSmall Growth34.34 Bil0.54%4755580.190%$3,000No LoadLimited
Fidelity Mid Cap IndexFSMDXMid-Cap Blend33.21 Bil1.34%5741180.025%No LoadOpen
T. Rowe Price Equity Index 500PREIXLarge Blend30.32 Bil1.24%2728190.200%$2,500No LoadOpen
Vanguard Mid-Cap Value Index InvestorVMVIXMid-Cap Value28.00 Bil2.11%6454360.190%$3,000No LoadLimited
Fidelity Small Cap IndexFSSNXSmall Blend26.33 Bil1.41%8776600.025%No LoadOpen
Vanguard European Stock InvestorVEURXEurope Stock24.66 Bil2.98%5676500.250%No LoadLimited
TIAA-CREF International Eq Idx WTCIWXForeign Large Blend24.26 Bil3.11%1729No LoadOpen
TIAA-CREF International Eq Idx PremierTRIPXForeign Large Blend24.26 Bil2.92%2137390.200%No LoadOpen
TIAA-CREF International Eq Idx AdvisorTCIHXForeign Large Blend24.26 Bil2.89%20370.190%No LoadOpen
Vanguard Mid-Cap Growth Index InvestorVMGIXMid-Cap Growth24.16 Bil0.58%3342430.190%$3,000No LoadLimited
TIAA-CREF Bond Index AdvisorTBIAXIntermediate Core Bond23.27 Bil2.95%63690.170%No LoadOpen
TIAA-CREF Bond Index RetailTBILXIntermediate Core Bond23.27 Bil2.73%7982770.380%$2,500No LoadOpen
TIAA-CREF Bond Index PremierTBIPXIntermediate Core Bond23.27 Bil2.90%7076680.220%No LoadOpen
TIAA-CREF Bond Index WTBIWXIntermediate Core Bond23.27 Bil3.12%4145No LoadOpen
Fidelity Series Bond IndexFIFZXIntermediate Core Bond22.89 Bil3.26%43No LoadOpen
Schwab Total Stock Market IndexSWTSXLarge Blend22.51 Bil1.32%6748400.030%No LoadOpen
Fidelity Large Cap Growth IdxFSPGXLarge Growth22.18 Bil0.67%8100.035%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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