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.
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Name
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Ticker
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Morningstar Category
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Fund Size
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TTM Yield
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Total Return Rank in Category
3 Year
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Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
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Adjusted Expense Ratio
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Minimum Initial Investment
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Share Class Type
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Investment Status
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|---|---|---|---|---|---|---|---|---|---|---|---|
| Schwab ® US Large-Cap Value Index | SWLVX | Large Value | 704.85 Mil | 2.10% | 72 | 66 | — | 0.035% | — | No Load | Open |
| Fidelity SAI Japan Stock Index | FSJPX | Japan Stock | 674.52 Mil | 3.69% | — | — | — | 0.130% | — | No Load | Open |
| Fidelity Small Cap Growth Index | FECGX | Small Growth | 671.37 Mil | 0.76% | 61 | — | — | 0.050% | — | No Load | Open |
| Nationwide NYSE Arca Tech 100 Idx InsSvc | NWJFX | Large Growth | 655.30 Mil | 0.52% | 26 | 50 | 27 | 0.420% | $50,000 | No Load | Open |
| Green Century Equity Individual Investor | GCEQX | Large Growth | 611.93 Mil | 0.12% | 40 | 62 | 70 | 1.250% | $2,500 | No Load | Open |
| Schwab Fdmtl Intl Sm Co Idx | SFILX | Foreign Small/Mid Value | 572.26 Mil | 3.07% | 92 | 75 | 49 | 0.390% | — | No Load | Open |
| Voya Russell Small Cap Index Port S | IRSSX | Small Blend | 567.60 Mil | 1.46% | 93 | 86 | 74 | 0.700% | — | No Load | Open |
| iShares Russell Small/Mid-Cap Idx Inv A | BSMAX | Small Blend | 550.41 Mil | 1.06% | 68 | 49 | — | 0.370% | $1,000 | No Load | Open |
| BNY Mellon Bond Market Index Inv | DBMIX | Intermediate Core Bond | 550.15 Mil | 3.21% | 80 | 82 | 80 | 0.400% | $2,500 | No Load | Open |
| Voya VACS Index MC | VVIMX | Mid-Cap Blend | 547.37 Mil | — | — | — | — | 0.150% | — | No Load | Open |
| New Covenant Growth | NCGFX | Large Blend | 518.03 Mil | 0.74% | 71 | 57 | 66 | 0.720% | $500 | No Load | Open |
| Fidelity SAI US Momentum Index | FUMIX | Large Growth | 513.83 Mil | 0.59% | 19 | 34 | — | 0.110% | — | No Load | Open |
| State Street Aggregate Bond Idx | SSAFX | Intermediate Core Bond | 513.76 Mil | 3.31% | 53 | 52 | — | 0.023% | — | No Load | Open |
| Franklin S&P 500 Index D | SBSDX | Large Blend | 476.61 Mil | 1.02% | 30 | 33 | 25 | 0.340% | — | No Load | Open |
| Franklin S&P 500 Index A | SBSPX | Large Blend | 476.61 Mil | 0.88% | 35 | 41 | 34 | 0.540% | — | No Load | Open |
| Hennessy Gas Utility Investor | GASFX | Utilities | 429.77 Mil | 2.37% | 21 | 69 | 88 | 1.000% | $2,500 | No Load | Open |
| Fidelity Intl Sustainability Idx | FNIDX | Foreign Large Blend | 429.36 Mil | 2.54% | 89 | 77 | — | 0.200% | — | No Load | Open |
| Fidelity Flex Mid Cap Index | FLAPX | Mid-Cap Blend | 419.33 Mil | 1.36% | 62 | 39 | — | — | — | No Load | Open |
| Fidelity Series International Index | FHLFX | Foreign Large Blend | 417.04 Mil | 2.70% | 22 | 33 | — | 0.010% | — | No Load | Open |
| Fidelity Sustainability Bond Index | FNDSX | Intermediate Core Bond | 400.29 Mil | 3.06% | 46 | 65 | — | 0.100% | — | No Load | Open |
| Direxion Mthly NASDAQ-100 Bull 1.75X Inv | DXQLX | Trading—Leveraged Equity | 394.84 Mil | 0.40% | — | — | — | 1.460% | $25,000 | No Load | Open |
| DWS Equity 500 Index S | BTIEX | Large Blend | 385.33 Mil | 1.16% | 29 | 32 | 21 | 0.250% | $2,500 | No Load | Open |
| Fidelity Flex Small Cap Index | FLXSX | Small Blend | 362.17 Mil | 1.42% | 88 | 77 | — | — | — | No Load | Open |
| State Street Small/Mid Cap Equity Index | SSMHX | Mid-Cap Blend | 354.97 Mil | 1.21% | 95 | 64 | — | 0.030% | — | No Load | Open |
| Transamerica Stock Index R4 | TSTFX | Large Blend | 344.52 Mil | 0.95% | 30 | 32 | 22 | 0.300% | $5,000 | No Load | Open |
| BNY Mellon International Stock Index Inv | DIISX | Foreign Large Blend | 330.13 Mil | 3.00% | 34 | 47 | 62 | 0.600% | $2,500 | No Load | Open |
| ProFunds Semiconductor UltraSector Inv | SMPIX | Trading—Leveraged Equity | 309.86 Mil | — | — | — | — | 1.560% | $15,000 | No Load | Open |
| VOYA VACS Index Series EM Portfolio | VVIEX | Diversified Emerging Mkts | 307.48 Mil | — | — | — | — | — | — | No Load | Open |
| State Farm Interim | SFITX | Short Government | 295.80 Mil | 2.55% | 76 | 64 | 56 | 0.160% | $250 | No Load | Open |
| iShares Short-Term TIPS Bond Idx Inv A | BAIPX | Inflation-Protected Bond | 294.68 Mil | 3.88% | 11 | 23 | — | 0.360% | $1,000 | No Load | Open |
| VOYA VACS Index Series SC Portfolio | VVICX | Small Blend | 261.94 Mil | — | — | — | — | 0.150% | — | No Load | Open |
| Shelton S&P 500 Index Investor | SPFIX | Large Blend | 254.41 Mil | 0.99% | 31 | 36 | 25 | 0.410% | $1,000 | No Load | Open |
| Wilshire 5000 Index Invmt | WFIVX | Large Blend | 251.11 Mil | 0.91% | 68 | 58 | 51 | 0.580% | $1,000 | No Load | Open |
| iShares Municipal Bond Index Investor A | BIDAX | Muni National Long | 245.07 Mil | 2.64% | 39 | 60 | 73 | 0.500% | $1,000 | No Load | Limited |
| Rydex Nova H | RYNHX | Trading—Leveraged Equity | 244.66 Mil | 0.58% | — | — | — | 1.560% | $2,500 | No Load | Open |
| Rydex Nova Inv | RYNVX | Trading—Leveraged Equity | 244.66 Mil | 0.52% | — | — | — | 1.310% | $2,500 | No Load | Open |
| Rydex S&P 500 2x Strategy H | RYTNX | Trading—Leveraged Equity | 241.90 Mil | 0.12% | — | — | — | 1.800% | $2,500 | No Load | Open |
| Homestead Stock Index | HSTIX | Large Blend | 232.25 Mil | 0.94% | 34 | 39 | 33 | 0.480% | $500 | No Load | Open |
| GuideStone Funds Growth Equity Index Inv | GEIZX | Large Growth | 228.34 Mil | 0.47% | — | — | — | 0.480% | $1,000 | No Load | Open |
| Redwood AlphaFactor Tactical Intl N | RWINX | Foreign Large Blend | 216.87 Mil | 6.47% | 56 | 85 | — | 1.300% | $10,000 | No Load | Open |
| Green Century MSCI Intl Indx Indvl Inv | GCINX | Foreign Large Blend | 197.93 Mil | 1.02% | 77 | 52 | — | 1.280% | $2,500 | No Load | Open |
| MoA Small Cap Equity Index Fund | MASOX | Small Blend | 197.76 Mil | 1.44% | 59 | 62 | — | 0.150% | $3,000 | No Load | Open |
| Guggenheim Directional Allocation P | TVFRX | Large Growth | 196.63 Mil | 1.61% | 70 | 97 | 98 | 1.330% | — | No Load | Open |
| Rydex S&P 500 H | RYSPX | Large Blend | 194.14 Mil | 0.11% | 64 | 67 | 67 | 1.610% | $2,500 | No Load | Open |
| GuideStone Funds Value Equity Index Inv | GVIZX | Large Value | 181.78 Mil | 1.58% | — | — | — | 0.480% | $1,000 | No Load | Open |
| T. Rowe Price Mid-Cap Index | TRMNX | Mid-Cap Growth | 171.77 Mil | 0.70% | 49 | 35 | — | 0.270% | $2,500 | No Load | Open |
| T. Rowe Price Small-Cap Index | TRSYX | Small Blend | 160.73 Mil | 1.08% | 91 | 83 | — | 0.290% | $2,500 | No Load | Open |
| Fidelity Municipal Bond Index | FMBIX | Muni National Interm | 155.32 Mil | 2.38% | 87 | — | — | 0.070% | — | No Load | Open |
| ProFunds UltraBull Inv | ULPIX | Trading—Leveraged Equity | 139.54 Mil | 0.02% | — | — | — | 1.520% | $15,000 | No Load | Open |
| ProFunds NASDAQ-100 Inv | OTPIX | Large Growth | 139.04 Mil | — | 39 | 16 | 7 | 1.520% | $15,000 | 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.