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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
5
3
Intermediate Core Bond
0.150
57
68
72
Foreign Large Blend
0.600
64
59
64
Mid-Cap Blend
0.500
62
53
45
Large Blend
0.500
41
38
37
Derivative Income
0.990
2
Derivative Income
0.960
4
World Small/Mid Stock
0.990
6
31
72
Natural Resources
1.240
20
45
31
Foreign Large Blend
0.290
10
14
Large Blend
0.200
35
30
25
Mid-Cap Blend
0.200
54
41
31
Small Blend
0.200
57
31
10
Intermediate Government
0.170
25
33
53
Trading--Leveraged Equity
1.780
Large Blend
0.080
30
23
17
Large Blend
0.200
32
27
26
Large Blend
0.310
33
31
29
World Large-Stock Blend
0.660
40
High Yield Bond
0.650
97
Corporate Bond
0.400
55
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
94
Mid-Cap Value
2.010
100
Tactical Allocation
1.740
49
Large Blend
0.700
93
Mid-Cap Growth
0.500
Mid-Cap Blend
0.570
63
52
42
Large Blend
0.015
27
20
13
Diversified Emerging Mkts
0.075
60
47
57
Mid-Cap Growth
0.035
69
74
57
Large Blend
0.000
26
Inflation-Protected Bond
0.000
24
Foreign Large Blend
0.000
44
Mid-Cap Blend
0.000
11
Small Blend
0.000
32
Intermediate Core Bond
0.000
48
Foreign Large Blend
0.055
45
44
71
Inflation-Protected Bond
0.050
28
35
Intermediate Government
0.030
3
World Bond-USD Hedged
0.060
Foreign Large Blend
0.035
49
43
38
Foreign Large Blend
0.200
21
Long Government
0.030
45
Mid-Cap Growth
0.050
Mid-Cap Blend
0.025
12
18
9
Mid-Cap Value
0.050
Muni National Interm
0.070
Real Estate
0.070
87
86
74
Diversified Emerging Mkts
0.240
Diversified Emerging Mkts
0.075
62
50
Diversified Emerging Mkts
0.250
Foreign Large Blend
0.035
51
48
Foreign Large Growth
0.200
Foreign Large Growth
0.200
Foreign Large Value
0.180
83
Foreign Large Blend
0.180
90
93
Long Government
0.030
27
24
Muni National Interm
0.070
Large Growth
0.110
87
Large Growth
0.100
76
75
Intermediate Government
0.030
18
24
Large Value
0.110
77
Intermediate Core Bond
0.000
Foreign Large Blend
0.010
44
42
72
Intermediate Government
0.000
16
Inflation-Protected Bond
0.000
56
60
61
Foreign Large Blend
0.010
53

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