Top Index Funds

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List of Top Index Funds

We have identified what we consider to be some of the best index funds to use for your retirement account.  Performance results are through the end of 2015.  Updated performance information can be found by visiting the funds website and reading the prospectus.

The Value Investors Association Retirement Investing Journal provides members with  active and passive investment portfolios that have been ranked at the top of their class for a mere pittance compared to traditional and other online investment products.  If you want to retire with a lot more money, while saving less so you can maximize your enjoyment of life along the way, consider joining our family.

Total Market Index Funds
Ticker Fund Name Annual

Fees

5 Year

Annual Return %

10 Year

Annual Return %

Risk
FSTMX Fidelity Spartan Total .10 10.4 6.4 1.06
SWTSX Schwab Total Stock .09 10.5 6.5 1.05
VTSMX Vanguard Total Stock .17 10.4 6.4 1.06
WFIVX Wilshire 5000 .70 9.8 5.8 1.04

 

S&P 500 Index Funds
Ticker Fund Name Annual

Fees

5 Year

Annual Return %

10 Year

Annual Return %

Risk
PEOPX Dreyfus S&P .50 10.4 5.9 1.00
FSTMX Fidelity Spartan 500 .09 10.4 6.4 1.01
NOSIX Northern Stock Index .11 10.8 6.1 1.01
SWPPX Schwab S&P 500 .09 10.8 6.3 1.00
PREIX T. Rowe Price 500 .28 10.7 6.0 1.01
USSPX USAA S&P 500 .25 10.7 6.1 1.01
VFINX Vanguard 500 .17 10.8 6.2 1.01

Mid-Cap Market Index Funds
Ticker Fund Name Annual

Fees

5 Year

Annual Return %

10 Year

Annual Return %

Risk
PESPX Dreyfus Mid Cap .50 8.6 6.7 1.27
FSEMX Fidelity Spar Ext .09 8.5 6.8 1.31
NOMIX Northern Mid Cap .17 8.9 6.9 1.27
PEXMX T. Rowe Price Ext Mkt .70 8.8 6.7 1.33
VIMSX Vanguard Mid Cap .24 9.8 6.7 1.21

 

Small-Cap Market Index Funds
Ticker Fund Name Annual

Fees

5 Year

Annual Return %

10 Year

Annual Return %

Risk
DISSX Dreyfus Sm Cap .50 9.5 6.6 1.30
SWSSX Schwab Small Cap .25 7.6 6.3 1.36
NAESX Vanguard Small Cap .24 8.5 6.6 1.35

 

International Stock Market Index Funds
Ticker Fund Name Annual

Fees

5 Year

Annual Return %

10 Year

Annual Return %

Risk
FSIIX Fidelity Spar Intl .20 2.4 1.8 1.36
NOINX Northern Intl Equity .26 2.2 1.6 1.38
SWISX Schwab International .19 2.5 1.9 1.39
VGTSX Vanguard Total Intl .22 0.1 1.6 1.38

 

Emerging Market Index Funds
Ticker Fund Name Annual

Fees

5 Year

Annual Return %

10 Year

Annual Return %

Risk
NOEMX Northern Emerging .30 -6.6 N/A 1.62
SWSSX Schwab Small Cap .33 7.6 6.3 1.63

General Bond Short-Term
Ticker Fund Name Annual

Fees

5 Year

Annual Return %

10 Year

Annual Return %

Risk
SWBDX Schwab Short-Term .51 1.3 1.6 .08
VBISX Vanguard Short-Term .20 1.4 3.2 .20

 

General Bond Intermediate-Term
Ticker Fund Name Annual

Fees

5 Year

Annual Return %

10 Year

Annual Return %

Risk
VBIIX Vanguard Intm Bd .20 4.5 5.5 .32

 

General Bond Long-Term
Ticker Fund Name Annual

Fees

5 Year

Annual Return %

10 Year

Annual Return %

Risk
VBLTX Vanguard Long-Term .20 7.4 6.5 .78

 

General Bond
Ticker Fund Name Annual

Fees

5 Year

Annual Return %

10 Year

Annual Return %

Risk
DBMIX Dreyfus Bond .45 2.9 4.0 .38
FBIDX Fidelity Spartan US .70 3.2 4.2 .38
FTBFX Fidelity Total Bond .70 3.6 4.8 .22
NOBOX Northern Bond .48 3.2 n/a .26
SWLBX Schwab Total Bond .60 3.0 3.0 .24
PBDIX T. Rowe Price US .58 3.3 4.5 .22
VBMFX Vanguard Total Bd .20 3.2 4.2 .23

You can also use our best mutual funds and top target date retirement funds as substitutes if you don’t have access to index funds.

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