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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
2
Large Blend
0.250
35
29
24
Intermediate Core Bond
0.150
61
61
70
Foreign Large Blend
0.600
63
62
61
Mid-Cap Blend
0.500
56
58
48
Large Blend
0.500
38
35
34
Derivative Income
0.990
1
6
Derivative Income
0.960
12
World Small/Mid Stock
0.990
13
24
61
Natural Resources
1.240
39
38
30
Foreign Large Blend
0.290
8
10
Large Blend
0.200
31
25
20
Mid-Cap Blend
0.200
48
50
32
Small Blend
0.200
53
31
10
Intermediate Government
0.170
19
16
44
Trading--Leveraged Equity
1.780
Large Blend
0.080
26
19
14
Large Blend
0.200
32
24
21
Large Blend
0.310
33
26
25
World Large-Stock Blend
0.660
38
High Yield Bond
0.650
85
Corporate Bond
0.400
54
Large Value
0.500
22
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
93
90
Tactical Allocation
2.010
59
41
Large Blend
0.700
93
Mid-Cap Growth
0.500
Mid-Cap Blend
0.570
54
56
45
Large Blend
0.015
23
17
10
Diversified Emerging Mkts
0.075
63
46
56
Mid-Cap Growth
0.035
78
85
68
Large Blend
0.000
23
Inflation-Protected Bond
0.000
24
Foreign Large Blend
0.000
61
Mid-Cap Blend
0.000
16
Small Blend
0.000
46
Intermediate Core Bond
0.000
58
Foreign Large Blend
0.055
63
46
74
Inflation-Protected Bond
0.050
27
25
Intermediate Government
0.030
4
World Bond-USD Hedged
0.060
Foreign Large Blend
0.035
46
41
34
Foreign Large Blend
0.200
40
Long Government
0.030
50
Mid-Cap Growth
0.050
Mid-Cap Blend
0.025
18
14
12
Mid-Cap Value
0.050
Muni National Interm
0.070
Real Estate
0.070
86
82
73
Diversified Emerging Mkts
0.230
Diversified Emerging Mkts
0.075
65
47
Diversified Emerging Mkts
0.220
Foreign Large Blend
0.035
48
47
Foreign Large Growth
0.190
Foreign Large Growth
0.190
Foreign Large Value
0.170
76
Foreign Large Blend
0.170
96
85
Long Government
0.030
30
27
Muni National Interm
0.070
Large Growth
0.110
84
Large Growth
0.100
68
70
Intermediate Government
0.030
14
7
Large Value
0.110
59
Intermediate Core Bond
0.000
Foreign Large Blend
0.010
62
45
73
Intermediate Government
0.000
11
Inflation-Protected Bond
0.000
66
62
61
Foreign Large Blend
0.010
54

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