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) | 10.17% | 26.88% | 21.14% | 14.06% | 15.54% | 14.56% | 11.50% | … | … |
| VTSAX (Vanguard Total Stock Market Index Fund Admiral Shares) | 10.72% | 27.29% | 20.87% | 12.87% | 15.06% | 14.12% | 11.37% | … | … |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 10.12% | 26.75% | 21.02% | 13.95% | 15.48% | 14.48% | 11.41% | … | … |
| VIIIX (VANGUARD INSTITUTIONAL INDEX FUND INSTITUTIONAL PLUS SHARES) | 10.19% | 26.91% | 21.16% | 14.09% | 15.54% | 14.58% | 11.52% | … | … |
| VINIX (VANGUARD INSTITUTIONAL INDEX FUND INSTITUTIONAL SHARES) | 10.18% | 26.90% | 21.14% | 14.07% | 15.53% | 14.55% | 11.49% | … | … |
| FXAIX (Fidelity 500 Index Fund) | 10.19% | 26.91% | 21.30% | 14.17% | 15.60% | 14.57% | NA | … | … |
| FSKAX (Fidelity Total Market Index Fund) | 10.81% | 27.31% | 20.93% | 12.91% | 15.07% | NA | NA | … | … |
| FUSEX (FIDELITY 500 INDEX FUND INVESTOR CLASS) | 10.19% | 26.91% | 21.30% | 14.17% | 15.50% | 14.51% | 11.42% | … | … |
| SWPPX (Schwab S&P 500 Index Fund) | 10.15% | 26.88% | 21.14% | 14.06% | 15.53% | 14.54% | 11.48% | … | … |
| SWTSX (SCHWAB TOTAL STOCK MARKET INDEX FUND SELECT SHARES) | 10.74% | 27.23% | 20.87% | 12.80% | 14.96% | 14.03% | 11.31% | … | … |
| PREIX (T. ROWE PRICE EQUITY INDEX 500 FUND T. ROWE PRICE EQUITY INDEX 500 FUND) | 10.08% | 28.38% | 21.49% | 14.20% | 15.52% | 14.46% | 11.36% | … | … |
| PLSAX (LARGECAP S&P 500 INDEX FUND CLASS A) | 10.04% | 26.53% | 20.74% | 10.63% | 12.90% | 12.62% | 9.89% | … | … |
| WFSPX (BLACKROCK S&P 500 INDEX FUND CLASS K SHARES) | 10.17% | 26.86% | 21.13% | 14.06% | 15.56% | 14.55% | 11.46% | … | … |
| BSPAX (BlackRock S&P 500 Stock Fund Inv A) | 9.78% | 26.19% | 20.66% | 13.65% | 15.12% | NA | NA | … | … |
| MUXRX (VICTORY S&P 500 INDEX FUND (FORMALLY VICTORY MUNDER INDEX 500 FUND) CLASS R) | 9.63% | 25.65% | 20.16% | 10.07% | 12.29% | 8.41% | 6.24% | … | … |
Data as of 06/18/2026, Common starting date is 04/12/2013
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