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
|
---|---|---|---|---|---|---|---|---|---|---|---|
Voya US Stock Index Port S | ISJBX | Large Blend | 4.15 Bil | 0.96% | 36 | 39 | 31 | 0.510% | — | No Load | Open |
Fidelity SAI Emerging Mkts Val Idx | FEMVX | Diversified Emerging Mkts | 4.12 Bil | 4.55% | 24 | — | — | 0.220% | — | No Load | Open |
Fidelity ZERO International Index | FZILX | Foreign Large Blend | 4.09 Bil | 2.84% | 63 | 58 | — | — | — | No Load | Open |
GuideStone Funds Equity Index Investor | GEQZX | Large Blend | 3.99 Bil | 0.99% | 39 | 39 | 27 | 0.390% | $1,000 | No Load | Open |
Fidelity SAI Em Mkts Lw Vol Idx | FGKPX | Diversified Emerging Mkts | 3.83 Bil | 2.86% | 11 | 31 | — | 0.250% | — | No Load | Open |
Fidelity U.S. Sustainability Index | FITLX | Large Blend | 3.76 Bil | 1.01% | 19 | 12 | — | 0.110% | — | No Load | Open |
Empower Bond Index Inv | MXBIX | Intermediate Core Bond | 3.60 Bil | 1.52% | 89 | 87 | 83 | 0.500% | — | No Load | Open |
Voya VACS Index S | VVIPX | Large Blend | 3.50 Bil | — | — | — | — | 0.150% | — | No Load | Open |
Fidelity Shrt-Term Trs Bd Index | FUMBX | Short Government | 3.43 Bil | 1.77% | 68 | 46 | — | 0.030% | — | No Load | Open |
Fidelity SAI Long-Term Treasury Bd Idx | FBLTX | Long Government | 3.35 Bil | 3.49% | 77 | 69 | — | 0.030% | — | No Load | Open |
Columbia Large Cap Index A | NEIAX | Large Blend | 3.27 Bil | 1.02% | 33 | 38 | 29 | 0.450% | $2,000 | No Load | Open |
TIAA-CREF Small-Cap Blend Idx Advisor | TRHBX | Small Blend | 3.23 Bil | 1.54% | 90 | 79 | — | 0.210% | — | No Load | Open |
iShares Total US Stock Market Idx Inv A | BASMX | Large Blend | 3.12 Bil | 1.08% | 68 | 53 | — | 0.300% | $1,000 | No Load | Open |
iShares US Intermediate Credit Bond Idx | BICBX | Intermediate Core Bond | 3.10 Bil | 3.87% | — | — | — | — | — | No Load | Open |
Columbia Small Cap Index A | NMSAX | Small Blend | 3.08 Bil | 1.18% | 64 | 66 | 34 | 0.450% | $2,000 | No Load | Open |
VALIC Company I Mid Cap Index | VMIDX | Mid-Cap Blend | 2.88 Bil | 1.39% | 54 | 41 | 35 | 0.360% | — | No Load | Open |
Fidelity SAI US Value Index | FSWCX | Large Value | 2.71 Bil | 4.82% | 21 | 50 | — | 0.120% | — | No Load | Open |
MM S&P 500® Index Svc | MMIEX | Large Blend | 2.70 Bil | 1.02% | 32 | 34 | 26 | 0.390% | — | No Load | Open |
iShares US Aggregate Bond Index Inv A | BMOAX | Intermediate Core Bond | 2.69 Bil | 3.04% | 73 | 78 | 72 | 0.350% | $1,000 | No Load | Open |
iShares Russell 2000 Small-Cap Idx Inv A | MDSKX | Small Blend | 2.62 Bil | 1.22% | 92 | 82 | 69 | 0.370% | $1,000 | No Load | Open |
iShares Developed Real Estate Idx Inv A | BARDX | Global Real Estate | 2.58 Bil | 2.68% | 54 | 63 | — | 0.490% | $1,000 | No Load | Open |
Schwab Treasury Infl Protected Secs Idx | SWRSX | Inflation-Protected Bond | 2.58 Bil | 3.31% | 56 | 53 | 31 | 0.050% | — | No Load | Open |
Fidelity Real Estate Index | FSRNX | Real Estate | 2.57 Bil | 2.88% | 72 | 87 | 79 | 0.070% | — | No Load | Open |
Schwab Fdmtl Intl Lg Co Idx | SFNNX | Foreign Large Value | 2.57 Bil | 3.10% | 21 | 18 | 8 | 0.250% | — | No Load | Open |
Columbia Mid Cap Index A | NTIAX | Mid-Cap Blend | 2.55 Bil | 0.97% | 55 | 45 | 39 | 0.450% | $2,000 | No Load | Open |
Fidelity Short-Term Bond Index | FNSOX | Short-Term Bond | 2.39 Bil | 1.79% | 85 | 76 | — | 0.030% | — | No Load | Open |
T. Rowe Price Total Equity Market Idx | POMIX | Large Blend | 2.38 Bil | 1.09% | 65 | 55 | 45 | 0.210% | $2,500 | No Load | Open |
iShares US Long Government Bond Idx | BLGBX | Long Government | 2.34 Bil | 3.77% | — | — | — | — | — | No Load | Open |
Northern Bond Index | NOBOX | Intermediate Core Bond | 2.25 Bil | 3.41% | 48 | 61 | 50 | 0.070% | $2,500 | No Load | Open |
BNY Mellon S&P 500 Index | PEOPX | Large Blend | 2.21 Bil | 1.00% | 36 | 40 | 31 | 0.500% | $2,500 | No Load | Open |
Voya Russell Large Cap Index Port S | IRLCX | Large Blend | 2.20 Bil | 0.82% | 27 | 13 | 7 | 0.610% | — | No Load | Open |
iShares US Long Credit Bond Index | BLCBX | Long-Term Bond | 2.19 Bil | 5.07% | — | — | — | — | — | No Load | Open |
Fidelity Flex International Index | FITFX | Foreign Large Blend | 2.18 Bil | 2.55% | 66 | 67 | — | — | — | No Load | Open |
Schwab ® US Large-Cap Growth Idx | SWLGX | Large Growth | 2.14 Bil | 0.60% | 13 | 11 | — | 0.035% | — | No Load | Open |
Fidelity Flex US Bond Index | FIBUX | Intermediate Core Bond | 2.06 Bil | 3.14% | 41 | 52 | — | — | — | No Load | Open |
Northern Global Sustainability Index I | NSRIX | Global Large-Stock Blend | 2.04 Bil | 1.43% | 14 | 7 | 9 | 0.290% | — | No Load | Open |
State Street Equity 500 Index II | SSEYX | Large Blend | 2.02 Bil | 1.32% | 24 | 23 | — | 0.020% | — | No Load | Open |
TIAA-CREF Short-Term Bond Index Retail | TRSHX | Short-Term Bond | 2.01 Bil | 3.30% | 72 | 87 | — | 0.370% | $2,500 | No Load | Open |
TIAA-CREF Short-Term Bond Index Premier | TPSHX | Short-Term Bond | 2.01 Bil | 3.47% | 66 | 78 | — | 0.240% | — | No Load | Open |
TIAA-CREF Short-Term Bond Index Advisor | TTBHX | Short-Term Bond | 2.01 Bil | 3.51% | 61 | 77 | — | 0.200% | — | No Load | Open |
TIAA-CREF Short-Term Bond Index W | TTBWX | Short-Term Bond | 2.01 Bil | 3.71% | 52 | 64 | — | — | — | No Load | Open |
Northern Mid Cap Index | NOMIX | Mid-Cap Blend | 1.99 Bil | 1.47% | 48 | 35 | 25 | 0.100% | $2,500 | No Load | Open |
iShares Russell Mid-Cap Index Inv A | BRMAX | Mid-Cap Blend | 1.85 Bil | 1.11% | 66 | 56 | — | 0.370% | $1,000 | No Load | Open |
Empower International Index Inv | MXINX | Foreign Large Blend | 1.83 Bil | 2.14% | 37 | 49 | 64 | 0.650% | — | No Load | Open |
Schwab Fundamental US Small Company Idx | SFSNX | Small Blend | 1.82 Bil | 1.33% | 22 | 31 | 21 | 0.250% | — | No Load | Open |
iShares MSCI Total Intl Idx Inv A | BDOAX | Foreign Large Blend | 1.79 Bil | 2.51% | 79 | 80 | 80 | 0.410% | $1,000 | No Load | Open |
VALIC Company I International Eqs Idx | VCIEX | Foreign Large Blend | 1.79 Bil | 2.36% | 30 | 47 | 58 | 0.430% | — | No Load | Open |
Fidelity SAI Small-Mid Cap 500 Index | FZFLX | Mid-Cap Blend | 1.77 Bil | 1.36% | 73 | 43 | — | 0.050% | — | No Load | Open |
T. Rowe Price US Limited Dtn TIPS Inv | TLDTX | Inflation-Protected Bond | 1.76 Bil | 4.62% | 27 | — | — | 0.210% | $2,500 | No Load | Open |
Rydex NASDAQ-100® Inv | RYOCX | Large Growth | 1.65 Bil | — | 24 | 8 | 4 | 1.280% | $2,500 | 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.