Skip to Content

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 %
Large Blend
0.480
38
36
26
Mid-Cap Blend
0.660
54
42
34
Small Blend
0.830
52
39
6
Intermediate Core Bond
0.025
47
63
Intermediate Core Bond
0.025
43
56
Diversified Emerging Mkts
0.170
48
41
Foreign Large Blend
0.065
27
28
Foreign Large Blend
0.050
26
25
Foreign Large Blend
0.200
31
17
Large Blend
0.160
28
28
17
Mid-Cap Growth
0.030
85
80
Foreign Large Blend
0.450
58
53
54
Inflation-Protected Bond
0.110
Intermediate Government
0.250
8
48
28
Long Government
0.220
42
60
70
Intermediate Core Bond
0.080
55
65
60
Diversified Emerging Mkts
0.200
45
38
56
Large Blend
0.050
25
20
19
Foreign Large Blend
0.050
52
50
36
Large Blend
0.050
28
27
15
Short-Term Bond
0.100
78
87
Small Blend
0.060
21
9
17
Intermediate Core-Plus Bond
0.660
100
100
99
Foreign Large Blend
0.590
Large Blend
0.300
38
37
28
Large Blend
0.250
15
18
12
Mid-Cap Growth
0.420
72
64
64
Large Growth
0.440
9
7
4
Foreign Large Blend
0.440
66
64
74
Mid-Cap Blend
0.360
56
47
36
Large Blend
0.290
36
36
28
Commodities Broad Basket
0.650
16
12
23
Large Blend
0.490
5
Large Blend
0.140
31
29
19
Foreign Large Blend
0.070
38
34
23
Diversified Emerging Mkts
0.290
41
59
64
Emerging Markets Bond
0.250
37
52
Europe Stock
0.230
59
65
59
Long Government
0.060
12
12
5
Mid-Cap Growth
0.190
71
61
58
Foreign Small/Mid Blend
0.110
38
56
84
Large Growth
0.170
23
38
27
Large Blend
0.035
26
25
13
Corporate Bond
0.050
41
62
36
Intermediate Core Bond
0.150
3
30
5
Long-Term Bond
0.050
71
76
45
Long-Term Bond
0.050
14
12
15
Mid-Cap Blend
0.040
13
17
10
Diversified Pacific/Asia
0.230
64
64
100
Real Estate
0.080
33
Real Estate
0.260
37
53
33
Short-Term Bond
0.150
37
70
61
Short-Term Bond
0.050
6
15
8
Small Blend
0.170
14
22
12
Intermediate Core Bond
0.090
58
64
60
Intermediate Core Bond
0.150
50
62
59
World Bond-USD Hedged
0.070
73
65
Foreign Large Blend
0.170
29
29
57
Large Value
0.170
38
35
19
Large Blend
0.430
38
38
32
Diversified Emerging Mkts
0.530
57
48
Foreign Large Blend
0.460
63
59
57
Mid-Cap Blend
0.400
20
26
17
Small Blend
0.450
30
18
29
Intermediate Core Bond
0.380
66
74
71
Large Blend
0.260
35
33
25
Large Blend
0.250
36
35
25
Large Blend
0.320
36
32
33
Global Real Estate
0.140
56
70
Foreign Large Blend
0.090
56
53
50
Foreign Large Blend
0.110
33
32
70
Muni National Interm
0.500
31
33
38
Mid-Cap Blend
0.070
15
20
Large Blend
0.030
26
25
14
Inflation-Protected Bond
0.060
94
89
Intermediate Core Bond
0.050
46
59
58

Sponsor Center

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

  • Verify your identity, personalize the content you receive, or create and administer your account.
  • Provide specific products and services to you, such as portfolio management or data aggregation.
  • Develop and improve features of our offerings.
  • Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.