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
|
---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity ZERO Total Market Index | FZROX | Large Blend | 20.37 Bil | 1.23% | 58 | 43 | — | — | — | No Load | Open |
Fidelity Series Long-Term Trs Bd Idx | FTLTX | Long Government | 19.83 Bil | 3.34% | 34 | 40 | — | — | — | No Load | Open |
Fidelity SAI US Treasury Bd Idx | FUTBX | Intermediate Government | 15.97 Bil | 2.27% | 46 | 35 | — | 0.030% | — | No Load | Open |
Fidelity Nasdaq Composite Index | FNCMX | Large Growth | 15.88 Bil | 0.61% | 54 | 23 | 11 | 0.290% | — | No Load | Open |
Schwab 1000 Index® | SNXFX | Large Blend | 15.51 Bil | 1.28% | 50 | 37 | 29 | 0.050% | — | No Load | Open |
Fidelity SAI US Large Cap Index | FLCPX | Large Blend | 14.84 Bil | 1.39% | 23 | 20 | — | 0.015% | — | No Load | Open |
Fidelity SAI US Quality Index | FUQIX | Large Growth | 13.21 Bil | 1.05% | 4 | 33 | — | 0.110% | — | No Load | Open |
Fidelity SAI US LowVolatility Idx | FSUVX | Large Blend | 13.05 Bil | 1.60% | 69 | 88 | — | 0.110% | — | No Load | Open |
Northern Stock Index | NOSIX | Large Blend | 12.81 Bil | 1.34% | 25 | 24 | 14 | 0.050% | $2,500 | No Load | Open |
Fidelity Total International Index | FTIHX | Foreign Large Blend | 12.44 Bil | 2.67% | 72 | 66 | — | 0.060% | — | No Load | Open |
TIAA-CREF Large-Cap Gr Idx Advisor | TRIHX | Large Growth | 12.39 Bil | 0.62% | 14 | 13 | — | 0.160% | — | No Load | Open |
Victory 500 Index Member | USSPX | Large Blend | 11.48 Bil | 1.17% | 36 | 18 | 15 | 0.250% | $3,000 | No Load | Open |
Vanguard Pacific Stock Index Investor | VPACX | Diversified Pacific/Asia | 10.30 Bil | 2.99% | 25 | 50 | 34 | 0.230% | — | No Load | Limited |
Fidelity Series Intl Dev Mkts Bd Idx | FSTQX | Global Bond-USD Hedged | 10.14 Bil | 3.84% | — | — | — | — | — | No Load | Open |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | Inflation-Protected Bond | 10.05 Bil | 3.37% | — | — | — | — | — | No Load | Open |
Fidelity Global ex US Index | FSGGX | Foreign Large Blend | 9.96 Bil | 2.82% | 67 | 65 | 62 | 0.055% | — | No Load | Open |
iShares MSCI EAFE Intl Idx Inv A | MDIIX | Foreign Large Blend | 9.83 Bil | 2.78% | 26 | 38 | 54 | 0.340% | $1,000 | No Load | Open |
Fidelity Inflation-Prot Bd Index | FIPDX | Inflation-Protected Bond | 9.47 Bil | 3.58% | 55 | 52 | 26 | 0.050% | — | No Load | Open |
TIAA-CREF Large-Cap Value Idx Advisor | THCVX | Large Value | 9.24 Bil | 2.02% | 75 | 68 | — | 0.180% | — | No Load | Open |
Schwab International Index | SWISX | Foreign Large Blend | 9.18 Bil | 3.13% | 23 | 30 | 40 | 0.060% | — | No Load | Open |
Fidelity ZERO Large Cap Index | FNILX | Large Blend | 9.04 Bil | 1.21% | 34 | 17 | — | — | — | No Load | Open |
Schwab Fundamental US Large Company Idx | SFLNX | Large Value | 8.38 Bil | 1.70% | 11 | 4 | 5 | 0.250% | — | No Load | Open |
Fidelity Interm Trs Bd Index | FUAMX | Intermediate Government | 8.34 Bil | 2.43% | 73 | 34 | — | 0.030% | — | No Load | Open |
Fidelity Large Cap Value Index | FLCOX | Large Value | 7.88 Bil | 1.82% | 71 | 64 | — | 0.035% | — | No Load | Open |
TIAA-CREF S&P 500 Index Advisor | TISAX | Large Blend | 7.85 Bil | 1.23% | 27 | 27 | — | 0.180% | — | No Load | Open |
TIAA-CREF S&P 500 Index W | TISWX | Large Blend | 7.85 Bil | — | 91 | — | — | — | — | No Load | Open |
Fidelity SAI Intl Low Volatil Idx | FSKLX | Foreign Large Blend | 7.46 Bil | 2.25% | 48 | 93 | — | 0.170% | — | No Load | Open |
Fidelity Emerging Markets Idx | FPADX | Diversified Emerging Mkts | 7.37 Bil | 2.62% | 61 | 68 | 49 | 0.075% | — | No Load | Open |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | FSTZX | Inflation-Protected Bond | 7.25 Bil | 2.55% | — | — | — | — | — | No Load | Open |
Fidelity Series Large Cap Value Index | FIOOX | Large Value | 7.17 Bil | 2.04% | 69 | 63 | 55 | — | — | No Load | Open |
Fidelity SAI International Index | FIONX | Foreign Large Blend | 6.92 Bil | 2.06% | 19 | 27 | — | 0.035% | — | No Load | Open |
VALIC Company I Stock Index | VSTIX | Large Blend | 6.25 Bil | 1.12% | 30 | 33 | 24 | 0.250% | — | No Load | Open |
TIAA-CREF Emerging Markets Eq Idx Prem | TEQPX | Diversified Emerging Mkts | 6.15 Bil | 2.72% | 66 | 74 | 57 | 0.310% | — | No Load | Open |
TIAA-CREF Emerging Markets Eq Idx W | TENWX | Diversified Emerging Mkts | 6.15 Bil | 3.16% | 62 | 67 | — | — | — | No Load | Open |
TIAA-CREF Emerging Markets Eq Idx Retail | TEQKX | Diversified Emerging Mkts | 6.15 Bil | 2.69% | 68 | 76 | 64 | 0.490% | $2,500 | No Load | Open |
TIAA-CREF Emerging Markets Eq Idx Adv | TEQHX | Diversified Emerging Mkts | 6.10 Bil | 2.93% | 66 | 74 | — | 0.290% | — | No Load | Open |
Victory NASDAQ-100 Index | USNQX | Large Growth | 6.07 Bil | 0.52% | 15 | 4 | 1 | 0.450% | $3,000 | No Load | Open |
State Street Equity 500 Index K | SSSYX | Large Blend | 5.80 Bil | 1.30% | 24 | 23 | — | 0.020% | — | No Load | Open |
Schwab Small Cap Index | SWSSX | Small Blend | 5.71 Bil | 1.42% | 89 | 78 | 61 | 0.040% | — | No Load | Open |
Fidelity SAI Emerging Markets Index | FERGX | Diversified Emerging Mkts | 5.48 Bil | 2.62% | 63 | 72 | — | 0.075% | — | No Load | Open |
MoA Equity Index Fund | MAEIX | Large Blend | 5.43 Bil | 1.27% | 26 | 26 | 17 | 0.140% | $3,000 | No Load | Open |
Fidelity SAI International Value Index | FIWCX | Foreign Large Value | 4.98 Bil | 5.56% | 19 | 39 | — | 0.170% | — | No Load | Open |
Empower S&P 500® Index Investor | MXVIX | Large Blend | 4.84 Bil | 0.37% | 36 | 40 | 34 | 0.510% | — | No Load | Open |
Northern International Equity Index | NOINX | Foreign Large Blend | 4.78 Bil | 3.18% | 22 | 33 | 44 | 0.100% | $2,500 | No Load | Open |
T. Rowe Price US Trs LongTerm Idx | PRULX | Long Government | 4.68 Bil | 3.52% | 67 | 60 | 59 | 0.290% | $2,500 | No Load | Open |
iShares US Securitized Bond Index | BISBX | Intermediate Core Bond | 4.66 Bil | 3.59% | — | — | — | 0.020% | — | No Load | Open |
iShares US Intermediate Gov Bd Idx | BIGBX | Intermediate Government | 4.57 Bil | 2.60% | — | — | — | — | — | No Load | Open |
Fidelity Flex 500 Index | FDFIX | Large Blend | 4.55 Bil | 1.33% | 22 | 19 | — | — | — | No Load | Open |
Schwab US Aggregate Bond Index | SWAGX | Intermediate Core Bond | 4.54 Bil | 3.43% | 54 | 61 | — | 0.040% | — | No Load | Open |
Voya US Stock Index Port S | ISJBX | Large Blend | 4.23 Bil | 0.96% | 36 | 39 | 31 | 0.510% | — | 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.