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List of S&P 500 Mutual Funds of USA 2021

Updated Sep 16, 2021

USA Mutual Funds Screener:


This article presents the list of the U.S. mutual funds (MF) whose units/shares are available for trading and investments on the leading American trading venues like the NASDAQ, and which are categorized under the S&P 500 subsector or category or follow that particular index. While new-age offerings like ETFs are becoming popular, the age-old mutual funds continue to remain among the investors favorite. They offer the benefits of diversification, single low-cost investment and ease of tracking. Select the appropriate Mutual Fund from the below available list of S&P 500 category of the U.S. capital markets.
Following is the list of all 57 mutual funds that FKnol has in its database which belong to the S&P 500 category:

Top Performing S&P 500 StocksAll S&P 500 StocksAll S&P 500 ETFsTop Dividend-paying S&P 500 StocksTop S&P 500 Stocks for Jan 2025

List of All S&P 500 Mutual Funds

 🡄   1-20   21-40   41-57  🡆 

No.Name
(Ticker)
Short DescriptionCurrent
Price
%YTD GainsExpense Ratio
Sorted by Year-to-Date % Gains. Click on the arrow buttons to sort the table as per the desired column
1.Rydex S&P 500 Pure Value Fund Class A (RYLVX)The fund investment aims to provide investment results that match, before fees and expenses, the performance of the S&P 500 Pure Value Index for large-cap ...Detailed Profile
$91.8724.31%1.63%
2.Rydex S&P 500 Pure Value Fund Class H (RYZAX)The mutual fund is designed to provide investment results that match, before fees and expenses, the performance of the S&P 500 Pure Value Index for ...Detailed Profile
$92.2824.31%1.63%
3.Rydex S&P 500 Pure Value Fund Class C (RYVVX)The fund investment attempts to provide investment results that match, before fees and expenses, the performance of the S&P 500 Pure Value Index for ...Detailed Profile
$76.6323.72%2.38%
4.Rydex S&P 500 Pure Growth Fund Class H (RYAWX)The fund investment aims to provide investment results that match, before fees and expenses, the performance of the S&P 500 Pure Growth Index for ...Detailed Profile
$103.323.15%1.63%
5.Rydex S&P 500 Pure Growth Fund Class C (RYGRX)The fund works with an aim to provide investment results that match, before fees and expenses, the performance of the S&P 500 Pure Growth Index for ...Detailed Profile
$87.5422.58%2.38%
6.Invesco Equally-Weighted S&P 500 Fund Class R6 (VADFX)The fund investment aims total return through growth of capital and current income. The fund invests, under normal circumstances, all, or substantially ...Detailed Profile
$82.8622.21%0.16%
7.Invesco Equally-Weighted S&P 500 Fund Class A (VADAX)The fund works with an aim total return through growth of capital and current income. The fund invests, under normal circumstances, all, or substantially ...Detailed Profile
$81.6921.93%0.53%
8.State Street S&P 500 Index Fund Class N (SVSPX)The mutual fund is designed to replicate as closely as possible, before expenses, the performance of the Standard & Poor's ‚ 500 Index. The adviser ...Detailed Profile
$283.920.98%0.16%
9.Schwab S&P 500 Index Fund (SWPPX)The mutual fund is designed to track the total return of the S&P 500 ‚ Index. The fund generally invests at least 80% of its net assets (including, for ...Detailed Profile
$69.0920.32%0.02%
10.iShares S&P 500 Index Fund Service Shares (BSPSX)The fund works with an aim to provide investment results that correspond to the total return performance of publicly-traded common stocks in the ...Detailed Profile
$530.420.14%0.22%
11.TIAA-CREF S&P 500 Index Fund Retirement Class (TRSPX)The investment seeks a favorable long-term total return, mainly through capital appreciation, by investing primarily in a portfolio of equity securities ...Detailed Profile
$49.1920.09%0.3%
12.iShares S&P 500 Index Fund Investor A Shares (BSPAX)The fund works with an aim to provide investment results that correspond to the total return performance of publicly-traded common stocks in the ...Detailed Profile
$530.220.03%0.35%
13.QS S&P 500 Index Fund Class D (SBSDX)The fund investment attempts to provide investment results that, before fees and expenses, correspond to the price and yield performance of the S&P 500 ‚ ...Detailed Profile
$37.6919.99%0.39%
14.Victory S&P 500 Index Fund Class Y (MUXYX)The mutual fund is designed to provide performance and income that is comparable to the S&P 500 ‚ Index. The adviser pursues the fund's objective ...Detailed Profile
$27.219.97%0.43%
15.SEI Institutional Investments Trust S&P 500 Index Fund Class A (SPINX)The investment seeks results that correspond to the aggregate price and dividend performance of the securities in the S&P 500 Index. The fund invests ...Detailed Profile
$23.2519.93%0.05%
16.MM S&P 500 Index Fund Class I (MMIZX)The fund works with an aim to approximate as closely as practicable (before fees and expenses) the capitalization-weighted total rate of return of that ...Detailed Profile
$22.2819.92%0.12%
17.iShares S&P 500 Index Fund Class K (WFSPX)The fund investment aims to provide investment results that correspond to the total return performance of publicly-traded common stocks in the aggregate, ...Detailed Profile
$530.819.9%0.03%
18.Victory S&P 500 Index Fund Class A (MUXAX)The fund works with an aim to provide performance and income that is comparable to the S&P 500 ‚ Index. The adviser pursues the fund's objective by ...Detailed Profile
$26.9519.88%0.55%
19.QS S&P 500 Index Fund Class A (SBSPX)The fund works with an aim to provide investment results that, before fees and expenses, correspond to the price and yield performance of the S&P 500 ‚ ...Detailed Profile
$37.3319.84%0.59%
20.BNY Mellon Institutional S&P 500 Stock Index Fund Class I (DSPIX)The fund investment attempts to match the total return of the S&P 500 ‚ Index. To pursue its goal, the fund normally invests at least 95% of its total ...Detailed Profile
$80.6919.82%0.2%

 🡄   1-20   21-40   41-57  🡆 


Need more options than Mutual Funds for S&P 500? Check the list of Best Performing S&P 500 Stocks for direct investments in S&P 500 stocks!

Also explore the list of S&P 500 ETFs (Exchange-traded funds) for investments in S&P 500 category, sector or index.

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▶ Mutual Funds of Stock Index Category

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▶ Mutual Funds of Tennessee Municipal Category

▶ Mutual Funds of Term Bond Category

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▶ Mutual Funds of US Bond Category

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▶ Mutual Funds of Utah Municipal Category

▶ Mutual Funds of Utilities Category

▶ Mutual Funds of Value Category

▶ Mutual Funds of Virginia Municipal Category

▶ Mutual Funds of Volatility Category

▶ Mutual Funds of West Virginia Municipal Category

▶ Mutual Funds of Wisconsin Municipal Category


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