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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--Leveraged Equity
1.780
Trading--Inverse Debt
1.780
Trading--Miscellaneous
1.780
93
96
72
Trading--Leveraged Equity
1.580
Trading--Inverse Equity
1.780
50
46
58
Trading--Inverse Commodities
1.780
Trading--Inverse Commodities
1.780
Trading--Miscellaneous
1.780
Trading--Inverse Equity
1.780
36
31
35
Small Blend
1.780
91
89
93
Small Growth
1.600
76
91
80
Small Value
1.610
72
55
57
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
84
87
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
70
Commodities Broad Basket
1.660
87
74
96
Trading--Leveraged Equity
1.840
Trading--Leveraged Equity
1.830
Trading--Leveraged Equity
1.790
Trading--Leveraged Debt
1.080
Trading--Inverse Equity
1.840
Trading--Inverse Equity
1.860
Trading--Inverse Debt
1.490
Trading--Inverse Debt
1.580
Trading--Inverse Equity
1.800
14
9
8
Trading--Inverse Equity
1.850
Trading--Inverse Equity
1.540
45
34
43
Trading--Inverse Equity
1.890
Trading--Inverse Equity
2.580
32
29
31
Trading--Inverse Equity
1.810
Trading--Inverse Equity
1.530
17
12
11
Trading--Leveraged Equity
1.590
Trading--Leveraged Equity
1.760
Trading--Leveraged Equity
1.350
Trading--Leveraged Equity
1.840
Large Growth
1.330
5
9
4
Trading--Leveraged Equity
1.340
Trading--Leveraged Equity
1.790
Trading--Leveraged Equity
1.810
Small Blend
1.670
86
82
89
Trading--Leveraged Equity
1.810
Large Blend
1.650
56
60
66
Large Growth
1.610
72
80
73
Large Value
1.580
91
96
70
Mid-Cap Growth
1.590
97
100
100
Trading--Miscellaneous
1.970
Trading--Miscellaneous
1.900
Mid-Cap Growth
0.050
58
79
Large Blend
0.030
25
22
14
Large Blend
0.250
30
Large Blend
0.250
25
24
25
Large Blend
0.040
20
16
Large Blend
0.050
29
25
26
Diversified Emerging Mkts
0.390
57
64
67
Foreign Large Value
0.250
14
6
8
Foreign Small/Mid Value
0.390
74
52
20
Global Real Estate
0.390
82
72
Foreign Large Blend
0.060
48
43
37
Short-Term Bond
0.060
71
68
Small Blend
0.040
62
46
42
Inflation-Protected Bond
0.050
33
29
28
Intermediate Core Bond
0.040
58
54
Mid-Cap Blend
0.040
27
Large Blend
0.020
19
15
10

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