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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--Inverse Debt
1.780
World Bond
1.780
50
72
29
Trading--Leveraged Equity
1.650
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
56
50
80
Small Growth
1.780
91
89
81
Small Value
1.780
42
39
32
Trading--Leveraged Equity
1.650
Trading--Leveraged Equity
1.780
Trading--Leveraged Debt
1.400
Trading--Leveraged Equity
1.720
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
1.780
Trading--Leveraged Equity
1.780
Trading--Leveraged Equity
1.780
Trading--Leveraged Equity
1.710
Trading--Leveraged Equity
1.660
Trading--Leveraged Equity
1.590
Trading--Leveraged Equity
1.780
Trading--Leveraged Equity
1.780
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
1.780
Trading--Leveraged Equity
1.730
Long-Short Equity
2.250
56
66
Trading--Inverse Equity
1.780
21
19
22
Trading--Inverse Debt
1.780
Trading--Inverse Equity
1.780
82
67
79
Trading--Leveraged Equity
1.600
Large Blend
0.590
40
41
35
Foreign Large Blend
1.200
29
Commodities Broad Basket
1.670
97
89
97
Trading--Leveraged Equity
1.880
Trading--Leveraged Equity
1.860
Trading--Leveraged Equity
1.820
Trading--Leveraged Debt
1.080
Trading--Inverse Equity
1.870
Trading--Inverse Equity
1.890
Trading--Inverse Debt
1.540
Trading--Inverse Debt
1.640
Trading--Inverse Equity
1.820
14
9
8
Trading--Inverse Equity
1.870
Trading--Inverse Equity
1.590
45
34
43
Trading--Inverse Equity
1.910
Trading--Inverse Equity
2.580
32
29
31
Trading--Inverse Equity
1.840
Trading--Inverse Equity
1.550
17
12
11
Trading--Leveraged Equity
1.660
Trading--Leveraged Equity
1.800
Trading--Leveraged Equity
1.360
Trading--Leveraged Equity
1.870
Large Growth
1.380
11
11
6
Trading--Leveraged Equity
1.380
Trading--Leveraged Equity
1.870
Trading--Leveraged Equity
1.870
Small Blend
1.730
46
39
73
Trading--Leveraged Equity
1.840
Large Blend
1.680
61
68
70
Large Growth
1.630
95
93
84
Large Value
1.630
95
89
74
Mid-Cap Growth
1.630
96
98
99
Trading--Miscellaneous
2.030
Trading--Miscellaneous
2.010
Mid-Cap Growth
0.060
58
53
Large Blend
0.040
15
14
11
Large Blend
0.250
21
Large Blend
0.250
32
32
29
Large Blend
0.050
27
25
Large Blend
0.050
18
18
24
Diversified Emerging Mkts
0.390
85
65
90
Foreign Large Value
0.250
11
7
25
Foreign Small/Mid Blend
0.390
74
46
40
Global Real Estate
0.390
76
27
Foreign Large Blend
0.060
54
49
40
Short-Term Bond
0.060
31
Small Blend
0.040
18
8
18
Inflation-Protected Bond
0.050
33
36
31
Intermediate Core Bond
0.040
57
Mid-Cap Blend
0.040
21
Large Blend
0.020
25
24
13

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