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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%
17%
15%
Large Growth
1.500%
96%
76%
Large Blend
0.250%
46%
37%
26%
Intermediate Core Bond
0.150%
62%
56%
55%
Large Blend
0.200%
41%
32%
21%
Foreign Large Blend
0.600%
51%
49%
52%
Mid-Cap Blend
0.500%
47%
60%
47%
Large Blend
0.500%
52%
45%
38%
Small Blend
0.500%
51%
43%
17%
Derivative Income
0.960%
14%
7%
Global Small/Mid Stock
0.990%
6%
7%
36%
Natural Resources
1.240%
94%
78%
46%
Foreign Large Blend
0.290%
24%
17%
Large Value
0.240%
65%
58%
Mid-Cap Blend
0.240%
45%
23%
Small Blend
0.280%
45%
36%
34%
Large Blend
0.200%
39%
32%
21%
Mid-Cap Blend
0.200%
39%
50%
35%
Small Blend
0.200%
47%
38%
10%
Intermediate Government
0.170%
48%
44%
53%
Trading--Leveraged Equity
1.780%
Large Blend
0.080%
35%
26%
15%
Large Blend
0.200%
42%
29%
24%
Large Blend
0.290%
44%
33%
27%
Trading--Leveraged Debt
1.680%
Trading--Leveraged Equity
1.190%
Trading--Inverse Debt
1.410%
Trading--Leveraged Debt
1.450%
Trading--Leveraged Equity
1.390%
Trading--Inverse Equity
1.410%
62%
58%
67%
Trading--Leveraged Equity
1.390%
Trading--Inverse Equity
1.410%
88%
86%
73%
Trading--Leveraged Equity
1.410%
Tactical Allocation
1.560%
32%
87%
Tactical Allocation
2.020%
74%
78%
Intermediate Core Bond
0.500%
91%
83%
79%
Foreign Large Blend
0.650%
54%
53%
56%
Real Estate
0.700%
78%
77%
82%
Large Blend
0.510%
51%
45%
41%
Mid-Cap Blend
0.550%
48%
61%
51%
Small Blend
0.560%
53%
45%
19%
Large Blend
0.700%
62%
82%
Large Blend
0.370%
47%
41%
26%
Mid-Cap Blend
0.570%
45%
59%
45%
Large Blend
0.015%
32%
23%
12%
Diversified Emerging Mkts
0.075%
55%
52%
51%
Mid-Cap Blend
0.035%
70%
82%
73%
Large Blend
0.000
31%
22%
Foreign Large Blend
0.000
62%
58%
Mid-Cap Blend
0.000
59%
33%
Small Blend
0.000
77%
68%
Intermediate Core Bond
0.000
44%
34%
Foreign Large Blend
0.055%
63%
60%
71%
Inflation-Protected Bond
0.050%
53%
48%
34%
Intermediate Government
0.030%
37%
22%
Global Bond-USD Hedged
0.060%
48%
Foreign Large Blend
0.035%
34%
30%
26%
Foreign Large Blend
0.200%
75%
68%
Large Growth
0.035%
21%
14%
Large Value
0.035%
70%
64%
Long Government
0.030%
29%
16%
Mid-Cap Growth
0.050%
Mid-Cap Blend
0.025%
60%
36%
20%
Mid-Cap Value
0.050%
68%
Muni National Interm
0.070%
93%
Real Estate
0.070%
84%
81%
71%
Diversified Emerging Mkts
0.250%
20%
Diversified Emerging Mkts
0.075%
58%
54%
Diversified Emerging Mkts
0.220%
Foreign Large Blend
0.035%
35%
31%
Foreign Large Growth
0.180%
Foreign Large Growth
0.190%
Foreign Small/Mid Blend
0.100%
Foreign Large Value
0.160%
47%
62%
Foreign Large Blend
0.170%
94%
69%
Japan Stock
0.110%
Long Government
0.030%
70%
60%
Muni National Interm
0.070%
87%
Real Estate
0.070%
83%
78%
Mid-Cap Blend
0.050%
53%
32%
Large Blend
0.016%
35%
24%
Large Blend
0.110%
79%
39%
Large Growth
0.110%
5%
20%
Large Growth
0.100%
17%
19%
Intermediate Government
0.030%
41%
33%
Large Value
0.100%
63%
62%
Intermediate Core Bond
0.000
42%
Foreign Large Blend
0.010%
62%
59%
72%
Intermediate Government
0.000
35%
Foreign Large Blend
0.010%
36%
Global Bond-USD Hedged
0.000
Long Government
0.000
32%
38%

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