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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
98
98
66
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
64
57
80
Small Growth
1.780
93
90
85
Small Value
1.780
49
41
30
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
68
71
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
Foreign Large Blend
1.200
41
Commodities Broad Basket
1.670
95
84
97
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
2.760
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
12
11
6
Trading--Leveraged Equity
1.340
Trading--Leveraged Equity
1.790
Trading--Leveraged Equity
1.810
Small Blend
1.670
53
46
73
Trading--Leveraged Equity
1.810
Large Blend
1.650
59
67
67
Large Growth
1.610
94
92
85
Large Value
1.580
96
87
79
Mid-Cap Growth
1.590
98
99
100
Trading--Miscellaneous
1.970
Trading--Miscellaneous
1.900
Mid-Cap Growth
0.060
66
56
Large Blend
0.040
18
17
11
Large Blend
0.250
21
Large Blend
0.250
34
34
29
Large Blend
0.050
28
27
Large Blend
0.050
20
21
23
Diversified Emerging Mkts
0.390
82
65
89
Foreign Large Value
0.250
17
14
24
Foreign Small/Mid Blend
0.390
78
77
49
Global Real Estate
0.390
76
39
Foreign Large Blend
0.060
53
51
41
Short-Term Bond
0.060
33
Small Blend
0.040
23
10
19
Inflation-Protected Bond
0.050
28
34
29
Intermediate Core Bond
0.040
59
Mid-Cap Blend
0.040
16
Large Blend
0.020
27
26
15
Large Growth
0.500
8
9
3

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