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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
9
5
Intermediate Core Bond
0.150
52
67
61
Foreign Large Blend
0.600
66
66
65
Mid-Cap Blend
0.500
48
45
42
Large Blend
0.500
38
38
32
Options Trading
0.970
16
Derivative Income
0.990
4
World Small/Mid Stock
0.990
5
39
91
Natural Resources
1.240
32
51
25
Foreign Large Blend
0.290
11
17
Mid-Cap Blend
0.240
11
10
Large Blend
0.200
31
30
23
Mid-Cap Blend
0.200
42
35
29
Small Blend
0.200
36
25
5
Intermediate Government
0.170
32
60
39
Trading--Leveraged Equity
1.780
Large Blend
0.080
26
24
14
Large Blend
0.200
29
29
24
Large Blend
0.310
29
31
27
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
100
94
Mid-Cap Value
2.010
100
Tactical Allocation
1.740
49
Large Blend
0.700
87
Large Blend
0.500
Mid-Cap Blend
0.570
49
45
43
Large Blend
0.015
25
22
Diversified Emerging Mkts
0.075
46
38
Large Blend
0.000
24
Inflation-Protected Bond
0.000
24
Foreign Large Blend
0.000
39
Mid-Cap Blend
0.000
18
Small Blend
0.000
17
Intermediate Core Bond
0.000
46
Foreign Large Blend
0.055
42
28
Inflation-Protected Bond
0.050
31
33
Intermediate Government
0.030
3
World Bond-USD Hedged
0.060
Foreign Large Blend
0.035
53
47
Foreign Large Blend
0.200
23
Long Government
0.030
42
Mid-Cap Growth
0.050
Mid-Cap Blend
0.025
19
22
Mid-Cap Value
0.050
Muni National Interm
0.070
Real Estate
0.070
86
89
Diversified Emerging Mkts
0.240
Diversified Emerging Mkts
0.075
48
41
Diversified Emerging Mkts
0.250
Foreign Large Blend
0.035
52
52
Foreign Large Growth
0.200
Foreign Large Blend
0.200
Foreign Large Value
0.180
83
Foreign Large Blend
0.180
91
95
Long Government
0.030
24
30
Muni National Interm
0.070
Large Growth
0.110
87
Large Growth
0.110
76
74
Intermediate Government
0.030
26
45
Large Value
0.110
78
Intermediate Core Bond
0.000
Foreign Large Blend
0.010
41
26
71
Intermediate Government
0.000
Inflation-Protected Bond
0.000
52
61
68
Foreign Large Blend
0.010
Long Government
0.000
53
Ultrashort Bond
0.000
Short-Term Bond
0.030
31
Short Government
0.030
7
Small Growth
0.050

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