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 SAI US Large Cap Index | FLCPX | Large Blend | 14.72 Bil | 1.39% | 20 | 20 | — | 0.015% | — | No Load | Open |
Fidelity SAI US LowVolatility Idx | FSUVX | Large Blend | 14.09 Bil | 1.61% | 63 | 91 | — | 0.110% | — | No Load | Open |
Northern Stock Index | NOSIX | Large Blend | 13.69 Bil | 1.33% | 23 | 23 | 14 | 0.050% | $2,500 | No Load | Open |
Fidelity SAI US Quality Index | FUQIX | Large Growth | 13.54 Bil | 1.03% | 4 | 32 | — | 0.110% | — | No Load | Open |
Fidelity Total International Index | FTIHX | Foreign Large Blend | 12.81 Bil | 2.62% | 75 | 63 | — | 0.060% | — | No Load | Open |
Victory 500 Index Member | USSPX | Large Blend | 11.92 Bil | 1.16% | 31 | 18 | 15 | 0.250% | $3,000 | No Load | Open |
Fidelity Global ex US Index | FSGGX | Foreign Large Blend | 10.35 Bil | 2.78% | 68 | 65 | 64 | 0.055% | — | No Load | Open |
iShares MSCI EAFE Intl Idx Inv A | MDIIX | Foreign Large Blend | 10.28 Bil | 2.73% | 22 | 40 | 52 | 0.350% | $1,000 | No Load | Open |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | Inflation-Protected Bond | 10.26 Bil | 3.42% | — | — | — | — | — | No Load | Open |
Fidelity Series Intl Dev Mkts Bd Idx | FSTQX | Global Bond-USD Hedged | 10.14 Bil | 3.71% | — | — | — | — | — | No Load | Open |
Vanguard Pacific Stock Index Investor | VPACX | Diversified Pacific/Asia | 9.78 Bil | 3.07% | 20 | 34 | 34 | 0.230% | — | No Load | Limited |
Schwab International Index | SWISX | Foreign Large Blend | 9.71 Bil | 3.07% | 20 | 33 | 37 | 0.060% | — | No Load | Open |
Fidelity ZERO Large Cap Index | FNILX | Large Blend | 9.44 Bil | 1.21% | 29 | 17 | — | — | — | No Load | Open |
Fidelity Inflation-Prot Bd Index | FIPDX | Inflation-Protected Bond | 9.17 Bil | 3.70% | 33 | 33 | 13 | 0.050% | — | No Load | Open |
Schwab Fundamental US Large Company Idx | SFLNX | Large Value | 8.56 Bil | 1.71% | 13 | 4 | 4 | 0.250% | — | No Load | Open |
Fidelity SAI International Index | FIONX | Foreign Large Blend | 8.46 Bil | 2.02% | 18 | 30 | — | 0.035% | — | No Load | Open |
Fidelity Interm Trs Bd Index | FUAMX | Intermediate Government | 8.33 Bil | 2.59% | 77 | 45 | — | 0.030% | — | No Load | Open |
Fidelity Large Cap Value Index | FLCOX | Large Value | 7.99 Bil | 1.84% | 69 | 64 | — | 0.035% | — | No Load | Open |
Nuveen S&P 500 Index W | TISWX | Large Blend | 7.85 Bil | — | 96 | — | — | — | — | No Load | Open |
Fidelity Emerging Markets Idx | FPADX | Diversified Emerging Mkts | 7.51 Bil | 2.58% | 57 | 64 | 50 | 0.075% | — | No Load | Open |
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | FSTZX | Inflation-Protected Bond | 7.31 Bil | 2.58% | — | — | — | — | — | No Load | Open |
Fidelity Series Large Cap Value Index | FIOOX | Large Value | 7.13 Bil | 2.06% | 67 | 63 | 54 | — | — | No Load | Open |
Fidelity SAI Intl Low Volatil Idx | FSKLX | Foreign Large Blend | 6.73 Bil | 2.27% | 50 | 97 | — | 0.170% | — | No Load | Open |
Victory NASDAQ-100 Index | USNQX | Large Growth | 6.48 Bil | 0.51% | 9 | 3 | 2 | 0.450% | $3,000 | No Load | Open |
VALIC Company I Stock Index | VSTIX | Large Blend | 6.46 Bil | 1.11% | 28 | 31 | 23 | 0.250% | — | No Load | Open |
Nuveen Emerging Markets Eq Idx Prem | TEQPX | Diversified Emerging Mkts | 6.24 Bil | 2.68% | 60 | 71 | 59 | 0.310% | — | No Load | Open |
Nuveen Emerging Markets Eq Idx W | TENWX | Diversified Emerging Mkts | 6.24 Bil | 3.11% | 57 | 63 | — | — | — | No Load | Open |
State Street Equity 500 Index K | SSSYX | Large Blend | 6.18 Bil | 1.29% | 21 | 21 | — | 0.020% | — | No Load | Open |
Schwab Small Cap Index | SWSSX | Small Blend | 5.82 Bil | 1.45% | 86 | 72 | 55 | 0.040% | — | No Load | Open |
Fidelity SAI International Value Index | FIWCX | Foreign Large Value | 5.68 Bil | 5.33% | 21 | 39 | — | 0.170% | — | No Load | Open |
Fidelity SAI Emerging Markets Index | FERGX | Diversified Emerging Mkts | 5.56 Bil | 2.58% | 58 | 68 | — | 0.075% | — | No Load | Open |
MoA Equity Index Fund | MAEIX | Large Blend | 5.50 Bil | 1.26% | 25 | 26 | 16 | 0.140% | $3,000 | No Load | Open |
Empower S&P 500® Index Investor | MXVIX | Large Blend | 5.30 Bil | 0.37% | 31 | 37 | 31 | 0.510% | — | No Load | Open |
Northern International Equity Index | NOINX | Foreign Large Blend | 5.08 Bil | 3.13% | 20 | 35 | 45 | 0.100% | $2,500 | No Load | Open |
T. Rowe Price US Trs LongTerm Idx | PRULX | Long Government | 5.02 Bil | 3.74% | 65 | 62 | 73 | 0.290% | $2,500 | No Load | Open |
iShares US Securitized Bond Index | BISBX | Intermediate Core Bond | 4.83 Bil | 3.70% | — | — | — | 0.020% | — | No Load | Open |
Schwab US Aggregate Bond Index | SWAGX | Intermediate Core Bond | 4.76 Bil | 3.62% | 52 | 62 | — | 0.040% | — | No Load | Open |
Fidelity Flex 500 Index | FDFIX | Large Blend | 4.69 Bil | 1.34% | 20 | 17 | — | — | — | No Load | Open |
iShares US Intermediate Gov Bd Idx | BIGBX | Intermediate Government | 4.62 Bil | 2.73% | — | — | — | — | — | No Load | Open |
Fidelity SAI Emerging Mkts Val Idx | FEMVX | Diversified Emerging Mkts | 4.56 Bil | 4.37% | 16 | — | — | 0.220% | — | No Load | Open |
Voya US Stock Index Port S | ISJBX | Large Blend | 4.41 Bil | 0.95% | 32 | 37 | 30 | 0.510% | — | No Load | Open |
GuideStone Funds Equity Index Investor | GEQZX | Large Blend | 4.27 Bil | 0.98% | 34 | 35 | 26 | 0.390% | $1,000 | No Load | Open |
Fidelity ZERO International Index | FZILX | Foreign Large Blend | 4.23 Bil | 2.80% | 62 | 58 | — | — | — | No Load | Open |
Fidelity Long-Term Trs Bd Index | FNBGX | Long Government | 4.06 Bil | 3.56% | 42 | 43 | — | 0.030% | — | No Load | Open |
Fidelity U.S. Sustainability Index | FITLX | Large Blend | 3.94 Bil | 1.01% | 12 | 12 | — | 0.110% | — | No Load | Open |
Empower Bond Index Inv | MXBIX | Intermediate Core Bond | 3.75 Bil | 1.53% | 91 | 92 | 82 | 0.500% | — | No Load | Open |
Voya VACS Index S | VVIPX | Large Blend | 3.71 Bil | — | — | — | — | 0.150% | — | No Load | Open |
Columbia Large Cap Index A | NEIAX | Large Blend | 3.53 Bil | 1.02% | 30 | 34 | 27 | 0.450% | $2,000 | No Load | Open |
Fidelity SAI Em Mkts Lw Vol Idx | FGKPX | Diversified Emerging Mkts | 3.47 Bil | 2.89% | 11 | 43 | — | 0.250% | — | No Load | Open |
iShares Total US Stock Market Idx Inv A | BASMX | Large Blend | 3.32 Bil | 1.06% | 61 | 52 | — | 0.300% | $1,000 | 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.