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Morningstar

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
Rydex NASDAQ-100® HRYHOXLarge Growth1.69 Bil—309—1.530%$2,500No LoadOpen
Voya Russell Large Cap Growth Idx Port SIRLSXLarge Growth1.66 Bil0.19%4660.680%—No LoadOpen
Fidelity ZERO Extended Market IndexFZIPXSmall Blend1.65 Bil1.33%4941———No LoadOpen
Shelton Nasdaq-100 Index InvestorNASDXLarge Growth1.62 Bil0.39%15320.520%$1,000No LoadOpen
BNY Mellon MidCap Index InvPESPXMid-Cap Blend1.58 Bil0.98%5749400.500%$2,500No LoadOpen
Northern Emerging Markets Equity IndexNOEMXDiversified Emerging Mkts1.57 Bil3.78%6475640.150%$2,500No LoadOpen
Voya US Bond Index Port SILABXIntermediate Core Bond1.56 Bil3.71%8486860.610%—No LoadOpen
State Street Glb All Cap Eq ex-US Idx KSSGLXForeign Large Blend1.50 Bil2.80%6966—0.065%—No LoadOpen
MoA Mid Cap Equity Index FundMAMEXMid-Cap Blend1.48 Bil1.20%5035270.160%$3,000No LoadOpen
Schwab Short-Term Bond IndexSWSBXShort-Term Bond1.46 Bil3.45%8781—0.060%—No LoadOpen
Nationwide S&P 500 Index SvcGRMSXLarge Blend1.43 Bil0.86%3841340.590%$25,000No LoadOpen
Schwab ® US Mid-Cap IndexSWMCXMid-Cap Blend1.36 Bil1.37%6343—0.040%—No LoadOpen
State Street Glb All Cap Eq ex-US IdxSSGVXForeign Large Blend1.36 Bil2.84%6965—0.050%—No LoadOpen
Fidelity Series Treasury Bill IndexFHQFXUltrashort Bond1.34 Bil5.29%3262———No LoadOpen
Voya Russell Large Cap Value Idx Port SIRVSXLarge Value1.27 Bil1.62%6571680.600%—No LoadOpen
iShares Russell 1000 Large-Cap Idx Inv ABRGAXLarge Blend1.24 Bil1.04%5543370.370%$1,000No LoadOpen
DWS S&P 500 Index SSCPIXLarge Blend1.24 Bil1.07%3032220.270%$2,500No LoadOpen
Empower S&P Mid Cap 400® Index LMXBUXMid-Cap Blend1.19 Bil2.91%5349—0.800%—No LoadLimited
Empower S&P Mid Cap 400® Index InvMXMDXMid-Cap Blend1.19 Bil0.38%5853450.550%—No LoadOpen
Fidelity Series Large Cp Grwth IdxFHOFXLarge Growth1.15 Bil0.74%1111———No LoadOpen
Voya International Index Port SINTIXForeign Large Blend1.12 Bil4.42%3951680.700%—No LoadOpen
Columbia US Treasury Index ALUTAXIntermediate Government1.11 Bil2.73%6152620.320%$2,000No LoadOpen
Northern Small Cap IndexNSIDXSmall Blend1.08 Bil1.49%9081650.100%$2,500No LoadOpen
BNY Mellon Small Cap Stock Index InvDISSXSmall Blend1.06 Bil1.30%6968350.500%$2,500No LoadOpen
Fidelity Small Cap Value IndexFISVXSmall Value987.10 Mil2.01%91——0.050%—No LoadOpen
Rydex NASDAQ-100® 2x Strategy HRYVYXTrading—Leveraged Equity984.72 Mil————1.840%$2,500No LoadOpen
Fidelity Mid Cap Growth IndexFMDGXMid-Cap Growth977.10 Mil0.57%28——0.050%—No LoadOpen
VALIC Company I Small Cap IndexVCSLXSmall Blend969.79 Mil1.24%9384690.400%—No LoadOpen
Voya Russell Mid Cap Growth Idx Port SIRGUXMid-Cap Growth947.23 Mil0.16%3548420.650%—No LoadOpen
ProFunds UltraNASDAQ-100 InvUOPIXTrading—Leveraged Equity937.36 Mil————1.530%$15,000No LoadOpen
GuideStone Funds Intl Eq Idx InvestorGIIZXForeign Large Blend930.02 Mil2.68%———0.510%$1,000No LoadOpen
Voya Russell Mid Cap Index Port SIRMCXMid-Cap Blend925.66 Mil1.35%7163480.650%—No LoadOpen
VALIC Company I NASDAQ-100 IndexVCNIXLarge Growth915.43 Mil0.34%16420.440%—No LoadOpen
T. Rowe Price Extended Equity Market IdxPEXMXMid-Cap Blend912.76 Mil0.96%9676600.250%$2,500No LoadOpen
Northern Global Real Estate IndexNGREXGlobal Real Estate911.38 Mil2.48%5666610.470%$2,500No LoadOpen
Fidelity Mid Cap Value IndexFIMVXMid-Cap Value911.34 Mil1.75%67——0.050%—No LoadOpen
State Street Aggregate Bond Index KSSFEXIntermediate Core Bond851.31 Mil3.29%4453—0.025%—No LoadOpen
Empower S&P SmallCap 600® Index InvMXISXSmall Blend828.07 Mil0.49%6868370.560%—No LoadOpen
Empower S&P SmallCap 600® Index LMXNSXSmall Blend828.07 Mil0.05%7373470.810%—No LoadLimited
Fidelity Series Government Bd IdxFHNFXIntermediate Government814.90 Mil2.97%3726———No LoadOpen
Schwab Fdmtl Emerg Mkts Lg Co IdxSFENXDiversified Emerging Mkts803.59 Mil4.88%1535290.390%—No LoadOpen
Fidelity International Bond IndexFBIIXGlobal Bond-USD Hedged791.76 Mil3.50%36——0.060%—No LoadOpen
T. Rowe Price US Treasury Interm IdxPRTIXIntermediate Government774.36 Mil3.62%8456600.270%$2,500No LoadOpen
Empower Real Estate Index InvMXREXReal Estate773.91 Mil1.67%2978770.650%—No LoadOpen
Fidelity SAI International Mtm IdxFITMXForeign Large Growth767.04 Mil3.05%5——0.180%—No LoadOpen
Fidelity SAI International Sm Cp IdxFSISXForeign Small/Mid Blend745.71 Mil3.06%———0.100%—No LoadOpen
Rydex Monthly Rbl NASDAQ-100® 2x Strt HRMQHXTrading—Leveraged Equity739.73 Mil0.11%———1.300%$2,500No LoadOpen
Victory Extended Market IndexUSMIXMid-Cap Blend731.27 Mil1.07%9254510.370%$3,000No LoadOpen
T. Rowe Price International Eq IndexPIEQXForeign Large Blend728.93 Mil2.84%2632420.260%$2,500No LoadOpen
Fidelity SAI International Qly IdxFQITXForeign Large Growth728.28 Mil2.42%7——0.200%—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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