Funds in this category invest in large U.S. companies blending growth and value characteristics, typically tracking the S&P 500 or total U.S. stock market. These core holdings form the foundation of most retirement portfolios.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VFIAX (VANGUARD 500 INDEX FUND ADMIRAL SHARES) | 8.99% | 25.48% | 20.70% | 13.51% | 15.49% | 14.52% | 11.44% | … | … |
| VTSAX (Vanguard Total Stock Market Index Fund Admiral Shares) | 9.47% | 25.91% | 20.41% | 12.32% | 15.01% | 14.07% | 11.31% | … | … |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 8.94% | 25.36% | 20.58% | 13.40% | 15.42% | 14.44% | 11.35% | … | … |
| VIIIX (VANGUARD INSTITUTIONAL INDEX FUND INSTITUTIONAL PLUS SHARES) | 9.00% | 25.51% | 20.72% | 13.54% | 15.49% | 14.53% | 11.46% | … | … |
| VINIX (VANGUARD INSTITUTIONAL INDEX FUND INSTITUTIONAL SHARES) | 8.99% | 25.50% | 20.71% | 13.52% | 15.47% | 14.51% | 11.43% | … | … |
| FXAIX (Fidelity 500 Index Fund) | 9.01% | 25.51% | 20.86% | 13.62% | 15.54% | 14.53% | NA | … | … |
| FSKAX (Fidelity Total Market Index Fund) | 9.54% | 25.91% | 20.47% | 12.36% | 15.02% | NA | NA | … | … |
| FUSEX (FIDELITY 500 INDEX FUND INVESTOR CLASS) | 9.01% | 25.51% | 20.86% | 13.62% | 15.44% | 14.47% | 11.36% | … | … |
| SWPPX (Schwab S&P 500 Index Fund) | 8.95% | 25.46% | 20.70% | 13.51% | 15.48% | 14.49% | 11.42% | … | … |
| SWTSX (SCHWAB TOTAL STOCK MARKET INDEX FUND SELECT SHARES) | 9.52% | 25.87% | 20.43% | 12.26% | 14.91% | 13.99% | 11.24% | … | … |
| PREIX (T. ROWE PRICE EQUITY INDEX 500 FUND T. ROWE PRICE EQUITY INDEX 500 FUND) | 8.90% | 26.98% | 21.06% | 13.66% | 15.47% | 14.42% | 11.30% | … | … |
| PLSAX (LARGECAP S&P 500 INDEX FUND CLASS A) | 8.87% | 25.14% | 20.31% | 10.09% | 12.85% | 12.58% | 9.83% | … | … |
| WFSPX (BLACKROCK S&P 500 INDEX FUND CLASS K SHARES) | 8.99% | 25.46% | 20.69% | 13.52% | 15.51% | 14.51% | 11.40% | … | … |
| BSPAX (BlackRock S&P 500 Stock Fund Inv A) | 8.60% | 24.80% | 20.22% | 13.11% | 15.07% | NA | NA | … | … |
| MUXRX (VICTORY S&P 500 INDEX FUND (FORMALLY VICTORY MUNDER INDEX 500 FUND) CLASS R) | 8.43% | 24.22% | 19.72% | 9.54% | 12.23% | 8.33% | 6.18% | … | … |
Data as of 06/17/2026, Common starting date is 04/12/2013
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