Returns Of Largest U.S. Index Mutual Funds

October 01, 2002

Largest U.S. Index Mutual Funds
Ranked By Assets
 
Total Net Assets 5 Year
 9/30/02 6/30/02 3 Month 12 Month Annualized

Fund Name

Ticker $US Millions $US Millions Total Return% Total Return% Total Return%
Vanguard 500 Index VFINX 63,889.4 69,084.9 -17.22% -20.52% -1.65%
Vanguard Inst Index VINIX 21,521.6 23,240.1 -17.18% -20.42% -1.53%
Vanguard Total Bond Idx VBMFX 15,350.2 15,092.8 3.72% 6.60% 7.38%
Vanguard Total Stock VTSMX 15,003.8 15,944.6 -16.84% -17.66% -1.99%
Vanguard 500 Idx Adm VFIAX 13,108.3 14,047.9 -17.20% -20.47% -
Fidelity Spartan US EqIx FUSEX 11,838.5 14,545.2 -17.29% -20.59% -1.79%
Vanguard Inst Idx InstPl VIIIX 11,205.7 11,846.5 -17.17% -20.40% -1.50%
Vanguard Total Bd Idx In VBTIX 7,324.6 7,171.1 3.75% 6.73% 7.50%
Vanguard Growth Idx VIGRX 6,776.9 7,469.9 -14.07% -19.45% -1.76%
Fidelity Spartan 500 Idx FSMKX 6,301.7 7,663.4 -17.26% -20.57% -1.77%
Vanguard Eur Stk Idx VEURX 4,468.1 4,559.4 -22.84% -18.90% -4.06%
Vanguard Tot Stk Inst VITSX 4,187.3 4,323.2 -16.81% -17.56% -1.88%
Fidelity U.S. Bond Index FBIDX 4,067.9 3,322.9 4.35% 7.80% 7.63%
Vanguard Tot Stk Adm VTSAX 3,958.3 4,190.4 -16.83% -17.62% -
Vanguard SmCp Idx NAESX 3,611.1 3,798.1 -21.37% -8.88% -2.60%
Schwab 1000 Inv SNXFX 3,374.4 3,681.6 -16.61% -18.59% -1.43%
Vanguard Total Intl Stk VGTSX 3,225.1 3,306.8 -19.72% -14.17% -6.14%
Schwab S&P 500 Sel SWPPX 3,196.6 3,549.0 -17.31% -20.63% -1.79%
Vanguard Bal Idx VBINX 3,097.3 3,226.3 -8.58% -8.04% 2.27%
T. Rowe Price Eq Idx 500 PREIX 3,010.4 3,245.4 -17.23% -20.64% -1.88%
USAA S&P 500 Index USSPX 2,984.4 3,117.9 -17.29% -20.64% -1.81%
Vanguard Ext Mkt Idx VEXMX 2,950.7 3,145.6 -15.50% -7.46% -2.87%
Schwab S&P 500 Inv SWPIX 2,848.2 3,106.4 -17.29% -20.69% -1.95%
Vanguard Val Idx VIVAX 2,692.9 2,919.7 -20.45% -22.34% -2.36%
Vanguard Mid Cap Idx VIMSX 2,461.0 2,631.1 -16.56% -4.79% -
Vanguard Intm Bd Idx VBIIX 2,166.1 2,121.7 5.77% 8.23% 8.01%
Dreyfus S&P 500 Index PEOPX 2,014.3 2,464.2 -17.38% -20.90% -2.15%
Vanguard Sh-Tm Bd Idx VBISX 1,975.3 1,887.5 2.79% 4.88% 6.78%
Vanguard REIT Index VGSIX 1,794.9 1,676.0 -8.48% 8.54% 3.67%
Schwab 1000 Sel SNXSX 1,667.8 1,840.9 -16.58% -18.53% -1.32%
Vanguard SmCp Vl Idx VISVX 1,636.2 1,677.2 -22.50% -1.33% -
Vanguard Pac Stk Idx VPACX 1,554.5 1,598.9 -12.73% -8.77% -8.29%
Vanguard Total Bd Idx Ad VBTLX 1,447.9 1,404.7 3.73% - -
One Group Equity Idx I HLEIX 1,386.8 1,663.6 -17.34% -20.72% -1.91%
Scudder Eq 500 Idx Prem BTIIX 1,143.3 1,436.0 -17.26% -20.54% -1.73%
Merrill S&P 500 A MASRX 1,139.5 1,139.5 -17.32% -20.83% -2.00%
First Amer Equity Idx Y FEIIX 1,136.3 1,522.0 -17.17% -20.56% -1.93%
Schwab Total Bond Market SWLBX 1,047.7   1,016.4   4.28%   6.98%   7.30%  
Morgan Stanley 500IdxB SPIBX 1,022.3 1,418.4 -17.47% -21.56% -3.04%
Dreyfus Basic S&P 500 DSPIX 1,007.5 1,230.3 -17.29% -20.67% -1.86%
Prudential Stock Index I PDSIX 972.6 1,190.1 -17.28% -20.64% -1.74%
Vanguard Tot Stk InstPls VITPX 972.1 1,048.5 -16.84% -17.55% -
Domini Social Equity DSEFX 970.0 1,154.1 -17.16% -19.79% -1.71%
Vanguard Em Mkt Idx VEIEX 937.9 1,007.0 -17.12% 5.30% -8.57%
Fidelity Spar Tot Mkt Ix FSTMX 908.2 1,061.2 -16.87% -17.51% -
Barclays Gbl Inv S&P 500 WFSPX 896.7 1,190.9 -17.29% -20.59% -1.87%
Nations Lg-Cp Idx Pr A NINDX 864.3 1,080.1 -17.37% -20.78% -1.96%
Eclipse Indexed Equity NIIEX 850.5 850.5 -17.17% -20.59% -1.73%
Federated MaxCap Idx Inst FISPX 846.8   1,062.6   -17.34%   -20.81%   -2.07%  
DFA U.S. Lrg Company DFLCX 806.0 806.0 -17.28% -20.61% -1.77%
Vanguard Gr Idx Adm VIGAX 796.5 905.3 -14.05% -19.40% -
SEI Index S&P 500 Idx E TRQIX 786.6 980.5 -17.30% -20.68% -1.87%
Schwab Small Cap Idx Inv SWSMX 774.0   917.4   -18.81%   -11.75%   -2.55%  
Merrill S&P 500 D MDSRX 758.0 758.0 -17.37% -21.02% -2.23%
Vanguard Gr Idx Instl VIGIX 753.3 794.3 -14.04% -19.35% -
Vanguard ExtMktIdx Instl VIEIX 736.2 784.4 -15.49% -7.31% -2.73%
Vanguard Bal Idx Instl VBAIX 727.9 651.4 -8.49% -7.87% -
Vanguard Mid Cap Idx Ins VMCIX 721.5   778.1   -16.52%   -5.03%   -  
Vanguard ExtMktIdx Adm VEXAX 718.6 777.1 -15.49% -7.37% -
United Assoc S&P500 IdxI UASPX 702.6   745.8   -17.27%   -20.54%   -  
Schwab Small Cap Idx Sel SWSSX 674.5   791.2   -18.84%   -11.72%   -2.44%  
Dreyfus MidCap Index PESPX 671.8 805.7 -16.68% -5.23% 4.76%
Vanguard SmCp Idx Adm VSMAX 653.2 669.2 -21.32% -8.76% -

Source: Morningstar. Returns as of 9/30/2002

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