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Index funds: a good driver of investment returns
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S&P 500 Index Funds with a 10-year history
Name Ticker 1 year
return
3 year
return
5 year
return
10 year
return
Expense
ratio
Barclays Global Investors S&P 500 WFSPX 10.6% 12.1% 6.78% 8.34% 0.2%
BlackRock Index Equity Instl PNIEX 10.75 12.21 6.84 8.39 0.18
California Investment S&P 500 Idx SPFIX 10.5 12.04 6.83 8.56 0.33
Columbia Large Cap Index Z NINDX 10.64 12.15 6.74 8.3 0.14
DFA U.S. Large Company DFLCX 10.73 12.19 6.84 8.44 0.15
Dreyfus Basic S&P 500 Stock Index DSPIX 10.56 12.08 6.75 8.35 0.20
Dreyfus S&P 500 Index PEOPX 10.27 11.77 6.46 8.04 0.50
Dryden Stock Index Z PSIFX 10.53 11.92 6.63 8.24 0.40
DWS Equity 500 Index Inst BTIIX 10.71 12.2 6.87 8.48 0.10
Federated Max-Cap Index Instl FISPX 10.44 12.08 6.66 8.18 0.35
Fidelity Spartan 500 Index Investor FSMKX 10.71 12.19 6.86 8.43 0.10
Fidelity Spartan U.S. Equity Index Inv FUSEX 10.74 12.2 6.86 8.43 0.10
Fifth Third Equity Index Instl KNIEX 10.62 12.05 6.69 8.23 0.19
First American Equity Index A FAEIX 10.29 11.69 6.42 7.97 0.62
Hartford Index HLS IA HIAIX 10.45 11.87 6.54 8.11 0.42
JPMorgan Equity Index Select HLEIX 10.59 12.02 6.69 8.29 0.2
MainStay Equity Index A MCSEX 10.31 11.53 6.16 7.75 0.74
MainStay S&P 500 Index I MSPIX 10.53 12 6.73 8.39 0.30
Maxim Stock Index     12.02 6.91 8.31 0.60
Munder Index 500 Y MUXYX 10.4 11.87 6.55 8.16 0.41
Northern Institutional Equity Index A BEIAX 10.63 12.08 6.76 8.32 0.21
Phoenix Insight Index Instl HIDIX 12.46 12.6 7.01 8.4 0.40
Schwab S&P 500 Index Inv SWPIX 10.53 11.97 6.66 8.2 0.37
SEI Index S&P 500 Index E TRQIX 10.48 12 6.71 8.32 0.25
SSgA S&P 500 Index SVSPX 10.58 12.11 6.78 8.4 0.16
USAA S&P 500 Index Member USSPX 10.57 12.03 6.84 8.43 0.19
Vanguard 500 Index VFINX 10.63 12.14 6.85 8.51 0.18
Vanguard Institutional Index VINIX 10.78 12.29 6.98 8.64 0.05
Vanguard Tax-Managed Growth and Income VTGIX 10.71 12.24 6.96 8.6 0.14
Wells Fargo Advantage Equity Index SFCSX 10.17 11.6 6.29 7.82 0.64
Wells Fargo Advantage Index Adm NVINX 10.52 12.02 6.77 8.37 0.25
Standard & Poor's 500   10.79 12.3 6.97 8.59  

Performance is through Sept. 29, 2006. Returns are annualized. Load expenses are not shown.
Source: ©Morningstar, Inc.

Longtime financial journalist Barbara Mlotek Whelehan earned a certificate of specialization in financial planning. If you have a comment or suggestion about this column, write to Boomer Bucks.

Bankrate.com's corrections policy-- Posted: Oct. 4, 2006
 
 
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