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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
4
8
Large Blend
0.250
34
31
25
Intermediate Core Bond
0.150
64
55
58
Foreign Large Blend
0.600
71
63
56
Mid-Cap Blend
0.500
49
60
48
Large Blend
0.500
40
38
38
Derivative Income
0.960
22
7
Global Small/Mid Stock
0.990
4
6
30
Natural Resources
1.240
96
82
44
Foreign Large Blend
0.290
24
16
Mid-Cap Blend
0.240
27
19
Large Blend
0.200
29
27
22
Mid-Cap Blend
0.200
42
49
36
Small Blend
0.200
45
33
9
Intermediate Government
0.170
43
31
37
Trading--Leveraged Equity
1.780
Large Blend
0.080
24
21
15
Large Blend
0.200
31
25
23
Large Blend
0.290
33
28
26
Trading--Leveraged Debt
1.700
Trading--Leveraged Equity
1.170
Trading--Inverse Debt
1.390
Trading--Leveraged Debt
1.450
Trading--Leveraged Equity
1.400
Trading--Inverse Equity
1.390
62
58
67
Trading--Leveraged Equity
1.380
Trading--Inverse Equity
1.390
88
86
73
Trading--Leveraged Equity
1.390
Tactical Allocation
1.600
35
89
Tactical Allocation
2.010
54
54
Intermediate Core Bond
0.500
90
83
81
Foreign Large Blend
0.650
71
65
59
Real Estate
0.700
86
82
Large Blend
0.510
39
37
40
Mid-Cap Blend
0.550
51
61
55
Large Blend
0.700
70
Mid-Cap Growth
0.730
Mid-Cap Blend
0.570
48
60
49
Large Blend
0.015
22
19
11
Diversified Emerging Mkts
0.075
54
49
48
Mid-Cap Growth
0.035
62
85
71
Large Blend
0.000
21
18
Foreign Large Blend
0.000
46
43
Mid-Cap Blend
0.000
55
28
Small Blend
0.000
58
58
Intermediate Core Bond
0.000
51
37
Foreign Large Blend
0.055
47
46
67
Inflation-Protected Bond
0.050
59
42
31
Intermediate Government
0.030
42
Global Bond-USD Hedged
0.060
Foreign Large Blend
0.035
54
42
29
Foreign Large Blend
0.200
66
56
Long Government
0.030
24
Mid-Cap Growth
0.050
Mid-Cap Blend
0.025
56
30
19
Mid-Cap Value
0.050
Muni National Interm
0.070
Real Estate
0.070
90
84
76
Diversified Emerging Mkts
0.230
19
Diversified Emerging Mkts
0.075
58
50
Diversified Emerging Mkts
0.220
Foreign Large Blend
0.035
58
46
Foreign Large Growth
0.190
Foreign Large Growth
0.190
Foreign Small/Mid Blend
0.100
Foreign Large Value
0.170
64
Foreign Large Blend
0.170
92
33
Japan Stock
0.140
Long Government
0.030
62
48
Muni National Interm
0.070
Large Growth
0.100
29
23
Intermediate Government
0.030
40
25
Large Value
0.100
42
Intermediate Core Bond
0.000
42
Foreign Large Blend
0.010
45
43
66
Intermediate Government
0.000
33
Foreign Large Blend
0.010
57

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