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
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | VTSMX | Large Blend | 1.60 Tril | 1.26% | 69 | 51 | 41 | 0.140% | $3,000 | No Load | Limited |
| Vanguard 500 Index Investor | VFINX | Large Blend | 1.11 Tril | 1.24% | 26 | 26 | 17 | 0.140% | — | No Load | Limited |
| Fidelity 500 Index | FXAIX | Large Blend | 534.04 Bil | 1.31% | 22 | 19 | 9 | 0.015% | — | No Load | Open |
| Vanguard Total Intl Stock Index Inv | VGTSX | Foreign Large Blend | 424.75 Bil | 3.20% | 69 | 65 | 59 | 0.180% | — | No Load | Limited |
| Vanguard Total Bond Market Index Inv | VBMFX | Intermediate Core Bond | 318.98 Bil | 3.18% | 43 | 55 | 53 | 0.150% | $3,000 | No Load | Limited |
| Vanguard Total Bond Market II Idx Inv | VTBIX | Intermediate Core Bond | 283.87 Bil | 3.26% | 41 | 62 | 55 | 0.090% | — | No Load | Open |
| Vanguard Growth Index Investor | VIGRX | Large Growth | 226.52 Bil | 0.43% | 30 | 15 | 21 | 0.170% | $3,000 | No Load | Limited |
| Vanguard Developed Markets Index Inv | VDVIX | Foreign Large Blend | 191.36 Bil | 3.17% | 45 | 38 | 35 | 0.160% | — | No Load | Limited |
| Vanguard Value Index Inv | VIVAX | Large Value | 170.60 Bil | 2.25% | 27 | 37 | 19 | 0.170% | $3,000 | No Load | Limited |
| Vanguard Mid Cap Index Investor | VIMSX | Mid-Cap Blend | 166.71 Bil | 1.38% | 68 | 52 | 27 | 0.170% | $3,000 | No Load | Limited |
| Vanguard Small Cap Index Inv | NAESX | Small Blend | 145.28 Bil | 1.31% | 48 | 43 | 17 | 0.170% | $3,000 | No Load | Limited |
| Vanguard Total Intl Bd II Idx Investor | VTIIX | Global Bond-USD Hedged | 115.15 Bil | 4.34% | 53 | — | — | 0.130% | — | No Load | Open |
| Vanguard Extended Market Index Investor | VEXMX | Mid-Cap Blend | 103.55 Bil | 1.09% | 99 | 74 | 59 | 0.190% | $3,000 | No Load | Limited |
| Vanguard Emerging Mkts Stock Idx Inv | VEIEX | Diversified Emerging Mkts | 103.29 Bil | 3.27% | 46 | 56 | 46 | 0.290% | — | No Load | Limited |
| Fidelity Total Market Index | FSKAX | Large Blend | 90.96 Bil | 1.28% | 66 | 48 | 37 | 0.015% | — | No Load | Open |
| Vanguard Total Intl Bd Idx Investor | VTIBX | Global Bond-USD Hedged | 90.25 Bil | 4.53% | 41 | 71 | 25 | 0.130% | — | No Load | Limited |
| Schwab® S&P 500 Index | SWPPX | Large Blend | 87.83 Bil | 1.29% | 23 | 20 | 11 | 0.020% | — | No Load | Open |
| Fidelity Series Total Market Index | FCFMX | Large Blend | 68.66 Bil | 1.32% | 66 | — | — | — | — | No Load | Open |
| Vanguard Real Estate Index Investor | VGSIX | Real Estate | 64.91 Bil | 3.85% | 81 | 61 | 60 | 0.260% | $3,000 | No Load | Limited |
| Fidelity U.S. Bond Index | FXNAX | Intermediate Core Bond | 57.78 Bil | 3.08% | 42 | 51 | 44 | 0.025% | — | No Load | Open |
| Vanguard Short-Term Bond Index Inv | VBISX | Short-Term Bond | 57.30 Bil | 2.62% | 88 | 84 | 78 | 0.150% | $3,000 | No Load | Limited |
| Vanguard Small Cap Value Index Inv | VISVX | Small Value | 55.51 Bil | 1.90% | 34 | 40 | 17 | 0.190% | $3,000 | No Load | Limited |
| Vanguard Shrt-Term Infl-Prot Sec Idx Inv | VTIPX | Inflation-Protected Bond | 51.84 Bil | 2.73% | 10 | 14 | 29 | 0.140% | $3,000 | No Load | Limited |
| Vanguard Large Cap Index Investor | VLACX | Large Blend | 50.66 Bil | 1.22% | 45 | 30 | 20 | 0.170% | $3,000 | No Load | Limited |
| Fidelity International Index | FSPSX | Foreign Large Blend | 50.02 Bil | 2.64% | 21 | 29 | 33 | 0.035% | — | No Load | Open |
| TIAA-CREF Equity Index Premier | TCEPX | Large Blend | 42.69 Bil | 1.18% | 68 | 51 | 42 | 0.200% | — | No Load | Open |
| TIAA-CREF Equity Index Retail | TINRX | Large Blend | 42.69 Bil | 1.09% | 69 | 54 | 45 | 0.320% | $2,500 | No Load | Open |
| TIAA-CREF Equity Index W | TEQWX | Large Blend | 42.69 Bil | 1.37% | 61 | 44 | — | — | — | No Load | Open |
| TIAA-CREF Equity Index Advisor | TEIHX | Large Blend | 42.69 Bil | 1.25% | 66 | 49 | — | 0.150% | — | No Load | Open |
| Fidelity Extended Market Index | FSMAX | Mid-Cap Blend | 39.85 Bil | 1.10% | 99 | 71 | 55 | 0.035% | — | No Load | Open |
| Vanguard Interm-Term Bond Index Inv | VBIIX | Intermediate Core Bond | 38.58 Bil | 3.26% | 51 | 29 | 16 | 0.150% | $3,000 | No Load | Limited |
| iShares S&P 500 Index Service | BSPSX | Large Blend | 38.13 Bil | 1.17% | 28 | 30 | 20 | 0.220% | $5,000 | No Load | Open |
| iShares S&P 500 Index Investor A | BSPAX | Large Blend | 38.13 Bil | 1.06% | 31 | 33 | 26 | 0.350% | $1,000 | No Load | Open |
| Vanguard Small Cap Growth Index Inv | VISGX | Small Growth | 35.58 Bil | 0.55% | 55 | 61 | 62 | 0.190% | $3,000 | No Load | Limited |
| Fidelity Mid Cap Index | FSMDX | Mid-Cap Blend | 34.94 Bil | 1.28% | 63 | 41 | 23 | 0.025% | — | No Load | Open |
| T. Rowe Price Equity Index 500 | PREIX | Large Blend | 29.83 Bil | 1.21% | 27 | 27 | 20 | 0.200% | $2,500 | No Load | Open |
| Vanguard Mid-Cap Value Index Investor | VMVIX | Mid-Cap Value | 29.18 Bil | 2.03% | 58 | 55 | 37 | 0.190% | $3,000 | No Load | Limited |
| Fidelity Small Cap Index | FSSNX | Small Blend | 26.78 Bil | 1.36% | 89 | 77 | 56 | 0.025% | — | No Load | Open |
| Vanguard European Stock Investor | VEURX | Europe Stock | 25.49 Bil | 3.11% | 51 | 59 | 44 | 0.250% | — | No Load | Limited |
| Vanguard Mid-Cap Growth Index Investor | VMGIX | Mid-Cap Growth | 25.18 Bil | 0.57% | 32 | 41 | 44 | 0.190% | $3,000 | No Load | Limited |
| Fidelity Series Bond Index | FIFZX | Intermediate Core Bond | 23.88 Bil | 3.29% | 40 | — | — | — | — | No Load | Open |
| TIAA-CREF International Eq Idx W | TCIWX | Foreign Large Blend | 23.45 Bil | 3.01% | 19 | 27 | — | — | — | No Load | Open |
| TIAA-CREF International Eq Idx Premier | TRIPX | Foreign Large Blend | 23.45 Bil | 2.82% | 24 | 35 | 43 | 0.200% | — | No Load | Open |
| TIAA-CREF International Eq Idx Advisor | TCIHX | Foreign Large Blend | 23.45 Bil | 2.80% | 27 | 38 | — | 0.190% | — | No Load | Open |
| TIAA-CREF Bond Index Advisor | TBIAX | Intermediate Core Bond | 23.22 Bil | 2.97% | 64 | 71 | — | 0.170% | — | No Load | Open |
| TIAA-CREF Bond Index Retail | TBILX | Intermediate Core Bond | 23.22 Bil | 2.75% | 78 | 83 | 79 | 0.380% | $2,500 | No Load | Open |
| TIAA-CREF Bond Index W | TBIWX | Intermediate Core Bond | 23.22 Bil | 3.14% | 41 | 49 | — | — | — | No Load | Open |
| TIAA-CREF Bond Index Premier | TBIPX | Intermediate Core Bond | 23.22 Bil | 2.92% | 68 | 73 | 70 | 0.220% | — | No Load | Open |
| Fidelity Large Cap Growth Idx | FSPGX | Large Growth | 22.73 Bil | 0.66% | 12 | 11 | — | 0.035% | — | No Load | Open |
| Schwab Total Stock Market Index | SWTSX | Large Blend | 22.13 Bil | 1.28% | 67 | 50 | 39 | 0.030% | — | 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.