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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 %
Trading--Miscellaneous
1.780
Trading--Inverse Equity
1.780
36
31
35
Small Blend
1.780
87
90
94
Small Growth
1.600
68
84
79
Small Value
1.610
81
70
64
Trading--Leveraged Equity
1.550
Trading--Leveraged Equity
1.780
Trading--Leveraged Debt
1.510
Trading--Leveraged Equity
1.590
Trading--Leveraged Equity
1.780
Trading--Inverse Equity
1.780
58
82
54
Trading--Inverse Equity
1.780
42
38
51
Trading--Inverse Equity
1.780
64
60
90
Trading--Leveraged Equity
1.670
Trading--Leveraged Equity
1.700
Trading--Leveraged Equity
1.780
Trading--Leveraged Equity
1.720
Trading--Leveraged Equity
1.530
Trading--Leveraged Equity
1.510
Trading--Leveraged Equity
1.730
Trading--Leveraged Equity
1.640
Trading--Inverse Equity
1.780
76
90
75
Trading--Inverse Equity
1.780
74
69
69
Trading--Inverse Equity
1.780
34
63
16
Trading--Inverse Equity
1.780
84
73
84
Trading--Inverse Equity
1.780
98
98
98
Trading--Inverse Equity
1.780
94
94
92
Trading--Leveraged Equity
1.620
Trading--Leveraged Equity
1.780
Long-Short Equity
2.180
96
94
Trading--Inverse Equity
1.740
21
19
22
Trading--Inverse Debt
1.690
Trading--Inverse Equity
1.780
82
67
79
Trading--Leveraged Equity
1.510
Foreign Large Blend
1.220
1
Commodities Broad Basket
1.660
85
71
96
Trading--Leveraged Equity
1.790
Trading--Leveraged Equity
1.750
Trading--Leveraged Equity
1.720
Trading--Leveraged Debt
0.970
Trading--Inverse Equity
1.800
Trading--Inverse Equity
1.870
Trading--Inverse Debt
1.430
Trading--Inverse Debt
1.510
Trading--Inverse Equity
1.680
14
9
8
Trading--Inverse Equity
1.790
Trading--Inverse Equity
1.460
45
34
43
Trading--Inverse Equity
1.820
Trading--Inverse Equity
2.480
32
29
31
Trading--Inverse Equity
1.750
Trading--Inverse Equity
1.440
17
12
11
Trading--Leveraged Equity
1.530
Trading--Leveraged Equity
1.680
Trading--Leveraged Equity
1.340
Trading--Leveraged Equity
1.790
Large Growth
1.240
8
9
4
Trading--Leveraged Equity
1.260
Trading--Leveraged Equity
1.720
Trading--Leveraged Equity
1.780
Small Blend
1.600
82
86
90
Trading--Leveraged Equity
1.750
Large Blend
1.560
66
69
75
Large Growth
1.510
62
82
72
Large Value
1.520
82
90
58
Mid-Cap Growth
1.510
55
96
100
Trading--Miscellaneous
1.920
Trading--Miscellaneous
1.950
Mid-Cap Growth
0.190
49
78
Large Blend
0.130
31
29
17
Large Blend
0.250
38
Large Blend
0.250
31
29
29
Large Blend
0.120
24
21
Large Blend
0.050
40
35
30
Diversified Emerging Mkts
0.390
45
27
44
Foreign Large Value
0.250
19
11
5
Foreign Small/Mid Value
0.390
74
63
19
Global Real Estate
0.390
73
81
Foreign Large Blend
0.060
56
45
33
Short-Term Bond
0.060
74
66
Small Blend
0.040
60
59
53
Inflation-Protected Bond
0.050
49
40
41
Intermediate Core Bond
0.040
63
50
Mid-Cap Blend
0.040
57
Large Blend
0.020
22
20
14
Large Growth
0.500
4
5
2
Large Blend
0.430
42
36
31
Mid-Cap Blend
0.620
47
56
40
Small Blend
0.810
45
43
14
Large Blend
0.080
Short Government
0.160
59
49
36
Intermediate Core Bond
0.025
47
44

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