The S Fund and I Fund


Q: I know the C Fund tracks the S&P 500, but what do the S Fund and I Fund fall under?

A: The S Fund tracks the Dow Jones U.S. Completion Total Stock Market Index, which covers all actively traded U.S. common stocks not included in the S&P 500 index. The I Fund tracks the Morgan Stanley Capital International EAFE Stock Index, which covers certain large company stocks from certain developed nations outside of the U.S. Simply, you can consider the S Fund to represent medium and small U.S. company stocks, and the I Fund to represent the stock of foreign developed nations.


About Author

Mike Miles is a Certified Financial Planner licensee and principal adviser for Variplan LLC, an independent fiduciary in Vienna, Virginia. Email your financial questions to and view his blog at

Leave A Reply