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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
2
2
Large Blend
0.250
28
25
22
Intermediate Core Bond
0.150
61
61
69
Foreign Large Blend
0.600
63
62
56
Mid-Cap Blend
0.500
54
61
46
Large Blend
0.500
32
30
31
Derivative Income
0.960
12
Global Small/Mid Stock
0.990
6
10
55
Natural Resources
1.240
85
74
43
Foreign Large Blend
0.290
8
11
Mid-Cap Blend
0.240
13
13
Large Blend
0.200
25
23
17
Mid-Cap Blend
0.200
46
53
36
Small Blend
0.200
39
26
8
Intermediate Government
0.170
27
23
40
Trading--Leveraged Equity
1.780
Large Blend
0.080
20
17
10
Large Blend
0.200
26
20
20
Large Blend
0.290
27
23
23
Global Large-Stock Blend
0.650
40
High Yield Bond
0.650
69
Corporate Bond
0.400
65
Large Value
0.500
41
Trading--Leveraged Debt
1.700
Trading--Leveraged Equity
1.170
Trading--Inverse Debt
1.390
Trading--Leveraged Debt
1.450
Trading--Leveraged Equity
1.440
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
65
89
Tactical Allocation
2.010
64
56
Large Blend
0.700
85
Mid-Cap Growth
0.730
Mid-Cap Blend
0.570
53
59
45
Large Blend
0.015
18
14
9
Diversified Emerging Mkts
0.075
63
48
51
Mid-Cap Growth
0.035
67
83
62
Large Blend
0.000
17
14
Foreign Large Blend
0.000
54
43
Mid-Cap Blend
0.000
24
17
Small Blend
0.000
61
45
Intermediate Core Bond
0.000
56
45
Foreign Large Blend
0.055
56
44
69
Inflation-Protected Bond
0.050
34
31
Intermediate Government
0.030
12
Global Bond-USD Hedged
0.060
Foreign Large Blend
0.035
45
41
30
Foreign Large Blend
0.200
40
Long Government
0.030
49
Mid-Cap Growth
0.050
Mid-Cap Blend
0.025
26
18
14
Mid-Cap Value
0.050
Muni National Interm
0.070
Real Estate
0.070
86
81
76
Diversified Emerging Mkts
0.230
40
Diversified Emerging Mkts
0.075
66
50
Diversified Emerging Mkts
0.220
Foreign Large Blend
0.035
47
44
Foreign Large Growth
0.190
Foreign Large Growth
0.190
Foreign Small/Mid Blend
0.100
Foreign Large Value
0.170
69
Foreign Large Blend
0.170
94
80
Japan Stock
0.140
Long Government
0.030
37
27
Muni National Interm
0.070
Large Growth
0.100
55
59
Intermediate Government
0.030
16
11
Large Value
0.110
38
Intermediate Core Bond
0.000
Foreign Large Blend
0.010
55
42
68
Intermediate Government
0.000
15
Foreign Large Blend
0.010
49

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