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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|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | VTSMX | Large Blend | 1.60 Tril | 1.32% | 64 | 50 | 40 | 0.140% | $3,000 | No Load | Limited |
| Vanguard 500 Index Investor | VFINX | Large Blend | 1.11 Tril | 1.29% | 24 | 24 | 17 | 0.140% | — | No Load | Limited |
| Fidelity 500 Index | FXAIX | Large Blend | 512.39 Bil | 1.38% | 21 | 18 | 10 | 0.015% | — | No Load | Open |
| Vanguard Total Intl Stock Index Inv | VGTSX | Foreign Large Blend | 424.75 Bil | 3.28% | 69 | 60 | 55 | 0.180% | — | No Load | Limited |
| Vanguard Total Bond Market Index Inv | VBMFX | Intermediate Core Bond | 318.98 Bil | 3.32% | 52 | 60 | 55 | 0.150% | $3,000 | No Load | Limited |
| Vanguard Total Bond Market II Idx Inv | VTBIX | Intermediate Core Bond | 283.87 Bil | 3.40% | 43 | 61 | 52 | 0.090% | — | No Load | Open |
| Vanguard Growth Index Investor | VIGRX | Large Growth | 226.52 Bil | 0.44% | 27 | 14 | 21 | 0.170% | $3,000 | No Load | Limited |
| Vanguard Developed Markets Index Inv | VDVIX | Foreign Large Blend | 191.36 Bil | 3.28% | 42 | 36 | 37 | 0.170% | — | No Load | Limited |
| Vanguard Value Index Inv | VIVAX | Large Value | 170.60 Bil | 2.34% | 29 | 39 | 19 | 0.170% | $3,000 | No Load | Limited |
| Vanguard Mid Cap Index Investor | VIMSX | Mid-Cap Blend | 166.71 Bil | 1.45% | 65 | 49 | 29 | 0.170% | $3,000 | No Load | Limited |
| Vanguard Small Cap Index Inv | NAESX | Small Blend | 145.28 Bil | 1.40% | 51 | 43 | 19 | 0.050% | $3,000 | No Load | Limited |
| Vanguard Total Intl Bd II Idx Investor | VTIIX | Global Bond-USD Hedged | 115.15 Bil | 4.45% | 49 | — | — | 0.130% | — | No Load | Open |
| Vanguard Extended Market Index Investor | VEXMX | Mid-Cap Blend | 103.55 Bil | 1.16% | 98 | 73 | 57 | 0.190% | $3,000 | No Load | Limited |
| Vanguard Emerging Mkts Stock Idx Inv | VEIEX | Diversified Emerging Mkts | 103.29 Bil | 3.24% | 45 | 52 | 45 | 0.290% | — | No Load | Limited |
| Vanguard Total Intl Bd Idx Investor | VTIBX | Global Bond-USD Hedged | 90.25 Bil | 4.64% | 47 | 74 | 29 | 0.130% | — | No Load | Limited |
| Schwab® S&P 500 Index | SWPPX | Large Blend | 88.90 Bil | 1.35% | 22 | 19 | 11 | 0.020% | — | No Load | Open |
| Fidelity Total Market Index | FSKAX | Large Blend | 87.50 Bil | 1.37% | 60 | 47 | 37 | 0.015% | — | No Load | Open |
| Fidelity Series Total Market Index | FCFMX | Large Blend | 65.53 Bil | 1.38% | 60 | 47 | — | — | — | No Load | Open |
| Vanguard Real Estate Index Investor | VGSIX | Real Estate | 64.91 Bil | 4.19% | 81 | 57 | 54 | 0.260% | $3,000 | No Load | Limited |
| Vanguard Short-Term Bond Index Inv | VBISX | Short-Term Bond | 57.30 Bil | 2.73% | 89 | 84 | 78 | 0.150% | $3,000 | No Load | Limited |
| Fidelity U.S. Bond Index | FXNAX | Intermediate Core Bond | 55.87 Bil | 3.20% | 45 | 52 | 44 | 0.025% | — | No Load | Open |
| Vanguard Small Cap Value Index Inv | VISVX | Small Value | 55.51 Bil | 2.02% | 35 | 41 | 18 | 0.070% | $3,000 | No Load | Limited |
| Vanguard Shrt-Term Infl-Prot Sec Idx Inv | VTIPX | Short-Term Inflation Protected Bond | 51.84 Bil | 2.73% | 24 | 38 | 49 | 0.140% | $3,000 | No Load | Limited |
| Vanguard Large Cap Index Investor | VLACX | Large Blend | 50.66 Bil | 1.27% | 42 | 30 | 21 | 0.170% | $3,000 | No Load | Limited |
| Fidelity International Index | FSPSX | Foreign Large Blend | 48.57 Bil | 3.10% | 18 | 29 | 35 | 0.035% | — | No Load | Open |
| Nuveen Equity Index Premier | TCEPX | Large Blend | 43.95 Bil | 1.24% | 63 | 50 | 41 | 0.200% | — | No Load | Open |
| Nuveen Equity Index W | TEQWX | Large Blend | 43.95 Bil | 1.44% | 57 | 43 | — | — | — | No Load | Open |
| Nuveen Equity Index Retail | TINRX | Large Blend | 43.39 Bil | 1.14% | 64 | 53 | 45 | 0.320% | $2,500 | No Load | Open |
| Nuveen Equity Index Advisor | TEIHX | Large Blend | 43.39 Bil | 1.31% | 62 | 49 | — | 0.150% | — | No Load | Open |
| iShares S&P 500 Index Service | BSPSX | Large Blend | 38.62 Bil | 1.22% | 27 | 29 | 20 | 0.220% | $5,000 | No Load | Open |
| iShares S&P 500 Index Investor A | BSPAX | Large Blend | 38.62 Bil | 1.10% | 30 | 34 | 25 | 0.350% | $1,000 | No Load | Open |
| Vanguard Interm-Term Bond Index Inv | VBIIX | Intermediate Core Bond | 38.58 Bil | 3.41% | 44 | 27 | 16 | 0.150% | $3,000 | No Load | Limited |
| Fidelity Extended Market Index | FSMAX | Mid-Cap Blend | 36.56 Bil | 1.06% | 98 | 70 | 51 | 0.035% | — | No Load | Open |
| Vanguard Small Cap Growth Index Inv | VISGX | Small Growth | 35.58 Bil | 0.59% | 54 | 58 | 63 | 0.070% | $3,000 | No Load | Limited |
| Fidelity Mid Cap Index | FSMDX | Mid-Cap Blend | 33.44 Bil | 1.36% | 62 | 45 | 24 | 0.025% | — | No Load | Open |
| T. Rowe Price Equity Index 500 | PREIX | Large Blend | 30.02 Bil | 1.27% | 26 | 27 | 20 | 0.200% | $2,500 | No Load | Open |
| Vanguard Mid-Cap Value Index Investor | VMVIX | Mid-Cap Value | 29.18 Bil | 2.12% | 61 | 56 | 38 | 0.190% | $3,000 | No Load | Limited |
| Vanguard European Stock Investor | VEURX | Europe Stock | 25.49 Bil | 3.19% | 46 | 57 | 42 | 0.250% | — | No Load | Limited |
| Vanguard Mid-Cap Growth Index Investor | VMGIX | Mid-Cap Growth | 25.18 Bil | 0.60% | 31 | 37 | 42 | 0.190% | $3,000 | No Load | Limited |
| Fidelity Small Cap Index | FSSNX | Small Blend | 24.70 Bil | 1.47% | 88 | 76 | 53 | 0.025% | — | No Load | Open |
| Nuveen International Eq Idx W | TCIWX | Foreign Large Blend | 24.28 Bil | 3.11% | 18 | 30 | — | — | — | No Load | Open |
| Nuveen International Eq Idx Premier | TRIPX | Foreign Large Blend | 24.28 Bil | 2.92% | 22 | 37 | 45 | 0.200% | — | No Load | Open |
| Nuveen International Eq Idx Advisor | TCIHX | Foreign Large Blend | 24.03 Bil | 2.89% | 22 | 36 | — | 0.190% | — | No Load | Open |
| Fidelity Series Bond Index | FIFZX | Intermediate Core Bond | 23.66 Bil | 3.43% | 52 | 54 | — | — | — | No Load | Open |
| Nuveen Bond Index Retail | TBILX | Intermediate Core Bond | 23.23 Bil | 2.87% | 77 | 82 | 78 | 0.380% | $2,500 | No Load | Open |
| Nuveen Bond Index W | TBIWX | Intermediate Core Bond | 23.23 Bil | 3.27% | 42 | 48 | — | — | — | No Load | Open |
| Nuveen Bond Index Premier | TBIPX | Intermediate Core Bond | 23.23 Bil | 3.04% | 68 | 73 | 67 | 0.220% | — | No Load | Open |
| Nuveen Bond Index Advisor | TBIAX | Intermediate Core Bond | 23.12 Bil | 3.10% | 63 | 69 | — | 0.170% | — | No Load | Open |
| Schwab Total Stock Market Index | SWTSX | Large Blend | 22.70 Bil | 1.34% | 62 | 49 | 38 | 0.030% | — | No Load | Open |
| Fidelity Large Cap Growth Idx | FSPGX | Large Growth | 22.10 Bil | 0.69% | 11 | 11 | — | 0.035% | — | 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.