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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 %
Small Blend
0.025
17
7
Small Value
0.050
Intermediate Core Bond
0.100
Foreign Large Blend
0.060
42
Large Blend
0.015
19
13
Intermediate Core Bond
0.025
43
58
Foreign Large Blend
0.000
Large Blend
0.000
Intermediate Core Bond
0.500
78
83
75
Foreign Large Blend
0.650
66
66
69
Real Estate
0.700
87
93
Large Blend
0.520
39
39
35
Large Growth
1.250
72
82
70
Foreign Large Blend
0.980
17
Large Value
0.950
17
20
14
Foreign Large Blend
0.230
56
48
Foreign Large Blend
0.340
Utilities
1.020
100
96
77
Large Blend
0.530
40
40
34
Large Blend
0.250
62
64
World Large-Stock Blend
0.190
87
Large Blend
0.300
33
33
28
High Yield Bond
0.650
89
World Large-Stock Blend
0.660
44
Corporate Bond
0.400
62
Large Blend
0.200
30
29
23
Foreign Large Blend
0.250
57
52
Large Blend
0.370
33
33
30
Mid-Cap Blend
0.180
37
33
Long Government
0.000
76
Small Blend
0.150
Intermediate Core Bond
0.250
69
74
65
Foreign Large Blend
0.330
58
56
46
Mid-Cap Blend
0.680
52
49
48
Large Blend
0.450
36
35
30
Small Blend
0.280
19
10
24
Large Blend
0.990
35
40
74
Intermediate Core Bond
0.150
59
66
56
Diversified Emerging Mkts
0.300
50
45
59
Global Real Estate
0.470
65
56
60
World Large-Stock Blend
0.250
Foreign Large Blend
0.240
57
54
47
Mid-Cap Blend
0.150
38
31
26
Small Blend
0.150
21
12
28
Large Blend
0.100
28
27
17
Intermediate Government
0.160
34
64
34
Foreign Large Blend
0.310
47
Large Blend
0.250
31
30
23
Large Blend
0.200
34
Large Growth
0.370
39
45
25
Foreign Large Blend
0.610
37
25
77
Small Blend
0.450
26
56
90
Large Value
0.870
21
23
44
Intermediate Core Bond
0.140
61
72
61
Foreign Large Blend
0.310
61
59
58
Mid-Cap Blend
0.420
48
42
40
Trading--Leveraged Equity
1.720
Trading--Leveraged Equity
1.780
Trading--Leveraged Equity
1.610
Trading--Leveraged Equity
1.630
Trading--Leveraged Equity
1.780
Trading--Leveraged Equity
1.670
Europe Stock
1.780
97
87
98
World Bond
1.780
95
95
94
Trading--Leveraged Equity
1.780
Trading--Leveraged Equity
1.780
Trading--Leveraged Equity
1.600
Large Growth
1.690
67
73
66
Large Value
1.720
63
76
84
Allocation--50% to 70% Equity
1.780
70
68
72
Mid-Cap Growth
1.770
94
94
95
Mid-Cap Value
1.780
47
60
74
Large Growth
1.560
15
15
10
Trading--Leveraged Equity
1.780
Trading--Leveraged Equity
1.640
Trading--Leveraged Equity
1.780

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