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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 %
Ultrashort Bond
0.000
64
Short-Term Bond
0.030
68
Short Government
0.030
28
Small Growth
0.050
Small Blend
0.025
63
44
36
Small Value
0.050
Intermediate Core Bond
0.100
67
Foreign Large Blend
0.060
46
39
Intermediate Core Bond
0.025
47
48
49
Foreign Large Blend
0.000
44
Large Blend
0.000
16
Large Blend
0.590
33
34
34
Intermediate Core Bond
0.500
87
83
81
Foreign Large Blend
0.650
63
65
59
Real Estate
0.700
79
73
Large Blend
0.510
31
30
33
Large Growth
1.250
44
72
64
Foreign Large Blend
0.980
15
28
Large Value
0.950
34
21
31
Foreign Large Blend
0.230
60
54
Utilities
1.000
76
87
75
Large Blend
0.500
32
33
33
Large Blend
0.250
59
67
Global Large-Stock Blend
0.190
49
76
Large Blend
0.290
26
25
23
Large Blend
0.200
24
22
18
Foreign Large Blend
0.310
53
50
Large Blend
0.360
28
27
27
Mid-Cap Blend
0.180
41
49
Large Blend
0.250
25
23
22
Allocation--50% to 70% Equity
0.790
23
24
26
Long Government
0.000
75
Intermediate Core Bond
0.220
76
70
72
Foreign Large Blend
0.290
54
52
41
Mid-Cap Blend
0.680
59
65
54
Large Blend
0.440
30
29
28
Small Blend
0.260
65
53
47
Large Blend
0.720
40
43
70
Intermediate Core Bond
0.150
57
56
63
Diversified Emerging Mkts
0.300
68
55
59
Global Real Estate
0.480
65
63
63
Global Large-Stock Blend
0.250
Foreign Large Blend
0.240
53
52
42
Mid-Cap Blend
0.150
41
47
32
Small Blend
0.150
70
56
55
Large Blend
0.100
22
19
12
Intermediate Government
0.160
26
21
37
Foreign Large Blend
0.310
52
55
Large Growth
0.360
16
22
14
Foreign Large Blend
0.610
34
41
65
Small Blend
0.430
47
34
97
Large Value
0.780
39
39
44
Intermediate Core Bond
0.150
63
62
65
Foreign Large Blend
0.320
57
56
47
Mid-Cap Blend
0.420
53
59
44
Trading--Leveraged Equity
1.530
Trading--Leveraged Equity
1.820
Trading--Leveraged Equity
1.550
Trading--Leveraged Equity
1.550
Trading--Leveraged Equity
1.780
Trading--Leveraged Equity
1.560
Europe Stock
1.780
91
87
92
Trading--Miscellaneous
1.780
96
95
99
Trading--Leveraged Equity
1.720
Trading--Leveraged Equity
1.780
Trading--Leveraged Equity
1.520
Large Growth
1.590
49
56
65
Large Value
1.710
74
82
87
Allocation--50% to 70% Equity
1.780
20
39
7
Mid-Cap Growth
1.690
92
97
94
Mid-Cap Value
1.780
71
78
75
Large Growth
1.480
8
13
8
Trading--Leveraged Equity
1.780
Trading--Leveraged Equity
1.590

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