Top Ten S&P 500 Index Funds: Large Cap Core Mutual Funds with Lowest Costs

Very low expense ratio, top ten S&P 500 index funds

This investment report discusses lowest cost S&P 500 large cap core index mutual funds. In this summary, we consider the top 10 S&P 500 mutual funds that have lowest investment costs compared to the typical large cap core mutual fund.

The primary goal of this article is to list very low cost S&P 500 , since the lowest investment management expenses are most important, if you want to choose the top S&P 500 index funds. This financial summary will also explain the reasons.

Top 10 S&P 500 index funds with very low investment management expenses

  1. Fidelity Spartan S&P 500 Advantage
    • 0.07% — annual management expense ratio including 12b-1 fee (if any)
    • $100,000 — taxable account minimum investment
    • FUSVX — ticker symbol
  2. Vanguard 500 Index – Admiral
    • 0.07% — annual management expense ratio including 12b-1 fee (if any)
    • $100,000 — taxable account minimum investment
    • VFIAX — ticker symbol
  3. Vanguard 500 Index – Signal
    • 0.07% — annual management expense ratio including 12b-1 fee (if any)
    • $1,000,000 — taxable account minimum investment
    • VIFSX — ticker symbol
  4. USAA S&P 500 Index Reward
    • 0.09% — annual management expense ratio including 12b-1 fee (if any)
    • $100,000 — taxable account minimum investment
    • USPRX — ticker symbol
  5. Schwab S&P 500 Index
    • 0.13% — annual management expense ratio including 12b-1 fee (if any)
    • $100 — taxable account minimum investment
    • SWPPX — ticker symbol
  6. Columbia Large Cap Index – Z
    • 0.14% — annual management expense ratio including 12b-1 fee (if any)
    • $2,500 — taxable account minimum investment
    • NINDX — ticker symbol
  7. Vanguard 500 Index – Investor
    • 0.18% — annual management expense ratio including 12b-1 fee (if any)
    • $3,000 — taxable account minimum investment
    • VFINX — ticker symbol
  8. Dreyfus BASIC S&P 500
    • 0.20% — annual management expense ratio including 12b-1 fee (if any)
    • $10,000 — taxable account minimum investment
    • DSPIX — ticker symbol
  9. DWS Equity 500 Index – S
    • 0.21% — annual management expense ratio including 12b-1 fee (if any)
    • $2,500 — taxable account minimum investment
    • BTIEX — ticker symbol
  10. USAA S&P 500 Index – Member
    • 0.25% — annual management expense ratio including 12b-1 fee (if any)
    • $3,000 — taxable account minimum investment
    • USSPX — ticker symbol

Top 10 S&P 500 index funds that have the lowest no load index fund expenses

Lowest cost investing funds typically do a superior job of serving the financial interests of investors. More costly investment company funds shrink ETF and index fund performance by continually yanking on the average investor’s pocketbook.

This table of lower cost top 10 S&P 500 mutual funds has been organized with the lowest cost index fund first. Nevertheless, each of these index funds is among the least costly on the market. These S and P 500 index funds are also managed to minimize operating costs and have very low rates of portfolio turnover. Most have over a billion dollars of invested assets, and some hold tens of billions of dollars of net asset value. Also, study the notes underneath to see how the listing was developed.

Remarks on how this no sales load investment company funds listing has been developed.

Lists of very low cost investment funds tend to be very stable across time. The reasons are quite understandable and simple. When an investment fund company decides to compete with much lower cost investing funds rather than with higher cost actively managed investing stratagems, then that investment fund company will usually keep competing on much lower cost investor funds. When that investment fund firm sells low turnover, low fee, and passively managed investor funds, that company usually tends to continue selling similar products.

However, things concerning our list of much lower cost investment company funds may have become different after this investor article was written, and it is your personal responsibility to verify all information and data, prior to making any kind of financial decision.

Here are the mechanical database screening methods used to derive this listing of these much lower cost investment funds:

  • DATABASE SELECTION METHODS: Our automated database screening methods accessed large investment firm fund datasets which were thought to include almost all of investable investment funds.
  • SELECTING LOWEST COST NO SALES CHARGE INVESTMENT FIRM FUNDS HAS BEEN OUR MAIN OBJECTIVE: The primary goal has been to find very low cost no sales charge investment company funds. These very low cost noload investing funds was screened to try to cut out all investment firm funds charging sales fees that would be either level loads, back-end loads, or front-end sales loads. Our investment firm fund list additionally has tried to find and remove those investment firm funds that charge 12b1 sales fees, though such 12b1 sales fees sometimes can be hard to detect.
  • SCREENED INVESTING FUNDS TYPICALLY ARE PASSIVE INDEX TRACKING INVESTOR FUNDS: Due to the fact that these much lower cost no load investment funds tend to be index investment funds, they also tend to have far lower investment asset turnover when compared to the far higher securities portfolio turnover churning of non-index, actively managed funds. Far lower investment asset turn over tends to be correlated with lesser investment asset brokerage fees and expenses. Screened funds almost invariably are passively managed, passive index tracker investment funds, since such lower cost investment structures are unable to support such more risky and more costly actively managed investment stratagems.
  • PAST FUND PERFORMANCE IS MUCH LESS RELIABLE THAN SELECTING LOW COST NOLOAD INVESTMENT FUNDS: Concerning ETF exchange traded products and index fund performance, a lot of naive individual investors rely up mutual fund performance ratings trying to select the top rated mutual funds for the future. This tends to be a fool’s errand, because historical mutual fund return data tends to be far less useful than selecting low cost no load index investment funds with low fees, low turnover, and passive management.
  • VERY LOW COSTS ARE THE FUNDAMENTAL REASON WHY YOUR ASSETS CAN OBTAIN ENHANCED INVESTMENT FUND PERFORMANCE: When you invest in lower cost no sales load index investor funds, their innately much lower costs are the fundamental reason why your assets can obtain improved mutual funds performance and ETF performance yields. When you purchase lowest cost index investing funds, then expect to get ETF and investment fund performance outcomes that target the underlying index minus the low costs you pay and a relatively small error in tracking the index.
  • TOTAL ASSETS PLUS INVESTOR FUND OPERATING AGE: Regarding the total invested assets of these lowest cost investment funds and the length of time that they have existed, they hold several hundred million dollars of total investment portfolio assets or much more and have been operating a minimum of three years.
  • AVAILABLE FOR ADDITIONAL INVESTOR MONEY: Most of these low cost investment company funds were believed to be open to new money when this article was written. These investing funds may be accessible to the average investor either via direct purchases, via low cost stock brokers, or only via an institutional plan for specific investors. Usually the best method to find out about the mechanics of investing in any of these lower cost investment funds is to perform a web search using your favorite search engine using the investment fund name and fund ticker symbol.
  • ZERO EVALUATION, ANALYSIS, OR DUE DILIGENCE: Exclusively, numerical data base screening methods were used. No analysis, due diligence, or evaluation of any kind has been done on any of the investment firm funds.

Statistical securities investment research studies strongly point out that lesser cost investment fees tend to yield better investment mutual fund and exchange traded fund (ETF) performance yields. The financial asset investment market place is no safe place for the average investor to endeavor to beat the market by over-active but concommitantly more expensive trading strategies that usually will fall short of a market return.

Perhaps surprisingly, even professional active money managers on the average do not do better than the market after their increased investment company management fees, greater brokerage costs, and higher trading taxes are considered. The more the investment management expense ratios, brokerage expenses, and trading taxes, the poorer the actual investment returns for average investors. Investment fund managers don’t garner sufficiently high returns to counterbalance their greater management expenses, trading costs, and trading taxes. As such, these higher and uncompensated investment management expenses, brokerage fees, and taxes make ordinary investors receive deficient actual securities fund performance. You spend more and hold on to less.

For additional investor articles which report on the increased and unjustified management expense ratios, brokerage house trading expenses, and taxes which are associated with investment companies look for these investor reports:

  • Best NoLoad Funds covers various decisive points which may help ordinary investors with finding the top noload mutual funds and exchange traded funds.
  • Additionally, to find lowest cost S&P 500 index funds look at: Top S&P 500 mutual funds
  • Related to best fixed income fund fees study: Best Bond Funds.

IMPORTANT: This listing of the investment company funds is compiled using mechanical data base selection processes which eliminated investment funds that didn’t meet the selection criteria discussed previously. Zero evaluation, analysis, or due diligence of any kind was done with any of the investment company funds on this list. This list of investor funds is solely for your convenience. This list is NOT a solicitation or offer to sell securities, is NOT an offer of any financial services, and is NOT investment advice. Our list might not be complete. There could be errors with this information and data and it could be out of date. In addition, there might be errors in or problems with the underlying databases, the automated data base selection methods that were used, and/or the editing, publication, and transcription. It is entirely and solely your personal responsibility to verify all and any data and information, before you make any kind of financial decision.

Top 10 S&P 500 Index Funds: ,

No Load Mutual Funds