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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
Short-Term Bond
0.030
35
Short Government
0.030
9
Small Growth
0.050
Small Blend
0.025
22
9
Small Value
0.050
Intermediate Core Bond
0.100
60
Foreign Large Blend
0.060
32
30
Large Blend
0.015
25
19
Intermediate Core Bond
0.025
44
56
47
Foreign Large Blend
0.000
Large Blend
0.000
Large Blend
0.590
42
43
35
Intermediate Core Bond
0.500
78
82
78
Foreign Large Blend
0.650
65
66
70
Real Estate
0.700
88
93
Large Blend
0.520
40
41
35
Large Growth
1.250
73
85
76
Foreign Large Blend
0.980
11
Large Value
0.950
23
27
20
Foreign Large Blend
0.230
60
49
Foreign Large Blend
0.340
Utilities
1.020
99
95
70
Large Blend
0.530
41
42
35
Large Blend
0.250
66
69
World Large-Stock Blend
0.190
91
Large Blend
0.300
35
35
27
Large Blend
0.200
33
32
23
Foreign Large Blend
0.250
61
55
Large Blend
0.370
36
37
30
Mid-Cap Blend
0.180
49
42
Long Government
0.000
73
Small Blend
0.150
Intermediate Core Bond
0.250
66
73
65
Foreign Large Blend
0.330
60
55
49
Mid-Cap Blend
0.680
66
57
49
Large Blend
0.450
37
38
31
Small Blend
0.280
26
14
24
Large Blend
0.990
44
35
72
Intermediate Core Bond
0.150
56
65
58
Diversified Emerging Mkts
0.300
54
44
62
Global Real Estate
0.480
68
64
60
World Large-Stock Blend
0.250
Foreign Large Blend
0.240
61
56
49
Mid-Cap Blend
0.150
50
40
29
Small Blend
0.150
29
16
28
Large Blend
0.100
30
29
18
Intermediate Government
0.160
24
50
22
Foreign Large Blend
0.310
47
Large Blend
0.250
33
32
23
Large Blend
0.200
41
Large Growth
0.370
39
47
27
Foreign Large Blend
0.610
30
35
73
Small Blend
0.450
45
66
92
Large Value
0.870
26
29
44
Intermediate Core Bond
0.140
60
70
62
Foreign Large Blend
0.310
62
59
60
Mid-Cap Blend
0.420
57
50
42
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
90
98
World Bond
1.780
100
100
99
Trading--Leveraged Equity
1.780
Trading--Leveraged Equity
1.780
Trading--Leveraged Equity
1.600
Large Growth
1.690
64
72
67
Large Value
1.720
65
79
82
Allocation--50% to 70% Equity
1.780
57
16
11
Mid-Cap Growth
1.770
98
98
96
Mid-Cap Value
1.780
72
67
73
Large Growth
1.560
17
14
9
Trading--Leveraged Equity
1.780
Trading--Leveraged Equity
1.640
Trading--Leveraged Equity
1.780

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