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Index Funds

A mutual fund that tracks a market index, such as the S&P 500 Index. Because index funds mirror the performance of a particular index, the returns should be are very similar to those of the index. Index funds often have lower fees than their actively managed counterparts.

Fund Name
Morningstar Category
Adjusted Expense Ratio %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Return Rank in Category 10Y %
Long-Short Equity
2.000
6
3
Intermediate Core Bond
0.150
52
64
62
Foreign Large Blend
0.600
68
65
65
Mid-Cap Blend
0.500
60
51
44
Large Blend
0.500
40
40
33
Options Trading
0.970
7
Derivative Income
0.990
6
Derivative Income
0.960
2
World Small/Mid Stock
0.990
4
32
81
Natural Resources
1.240
26
50
27
Foreign Large Blend
0.290
6
11
Large Blend
0.200
34
32
22
Mid-Cap Blend
0.200
52
43
31
Small Blend
0.200
46
28
5
Intermediate Government
0.170
26
52
25
Trading--Leveraged Equity
1.780
Large Blend
0.080
28
27
15
Large Blend
0.200
31
31
23
Large Blend
0.310
32
33
25
World Large-Stock Blend
0.660
33
High Yield Bond
0.650
94
Corporate Bond
0.400
50
Trading--Leveraged Debt
1.700
Trading--Leveraged Equity
1.170
Trading--Inverse Equity
1.190
Trading--Inverse Debt
1.400
Trading--Leveraged Debt
1.430
Trading--Leveraged Equity
1.650
Trading--Leveraged Equity
1.440
Trading--Inverse Equity
1.400
62
58
67
Trading--Leveraged Equity
1.390
Trading--Inverse Equity
1.390
88
86
73
Trading--Leveraged Equity
1.410
Tactical Allocation
1.420
94
92
Mid-Cap Value
2.010
100
Tactical Allocation
1.740
45
Large Blend
0.700
90
Mid-Cap Growth
0.500
Mid-Cap Blend
0.570
62
51
43
Large Blend
0.015
26
25
12
Diversified Emerging Mkts
0.075
47
39
Mid-Cap Growth
0.035
68
59
Large Blend
0.000
25
Inflation-Protected Bond
0.000
24
Foreign Large Blend
0.000
31
Mid-Cap Blend
0.000
12
Small Blend
0.000
20
Intermediate Core Bond
0.000
47
Foreign Large Blend
0.055
31
32
Inflation-Protected Bond
0.050
30
36
Intermediate Government
0.030
3
World Bond-USD Hedged
0.060
Foreign Large Blend
0.035
54
50
Foreign Large Blend
0.200
15
Long Government
0.030
39
Mid-Cap Growth
0.050
Mid-Cap Blend
0.025
15
20
Mid-Cap Value
0.050
Muni National Interm
0.070
Real Estate
0.070
87
89
Diversified Emerging Mkts
0.240
Diversified Emerging Mkts
0.075
51
41
Diversified Emerging Mkts
0.250
Foreign Large Blend
0.035
54
54
Foreign Large Growth
0.200
Foreign Large Growth
0.200
Foreign Large Value
0.180
81
Foreign Large Blend
0.180
92
97
Long Government
0.030
33
25
Muni National Interm
0.070
Large Growth
0.110
84
Large Growth
0.110
72
75
Intermediate Government
0.030
19
34
Large Value
0.110
76
Intermediate Core Bond
0.000
Foreign Large Blend
0.010
32
30
67
Intermediate Government
0.000
Inflation-Protected Bond
0.000
57
63
66
Foreign Large Blend
0.010
Long Government
0.000
63

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