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 Growth
0.500
9
9
3
Large Blend
0.480
37
34
27
Mid-Cap Blend
0.660
44
34
33
Small Blend
0.830
41
34
6
Intermediate Core Bond
0.025
44
65
Intermediate Core Bond
0.025
38
58
Diversified Emerging Mkts
0.170
48
42
Foreign Large Blend
0.065
36
27
Foreign Large Blend
0.050
34
25
Foreign Large Blend
0.200
9
15
Large Blend
0.160
27
27
17
Mid-Cap Growth
0.030
77
76
Foreign Large Blend
0.450
61
50
50
Inflation-Protected Bond
0.110
Intermediate Government
0.250
12
53
26
Long Government
0.220
30
62
72
Intermediate Core Bond
0.110
53
68
57
Diversified Emerging Mkts
0.200
46
38
53
Large Blend
0.050
18
14
18
Foreign Large Blend
0.050
53
46
34
Large Blend
0.050
27
25
14
Short-Term Bond
0.120
74
87
Small Blend
0.060
16
7
18
Intermediate Core-Plus Bond
0.660
100
100
100
Foreign Large Blend
0.590
Large Blend
0.300
33
32
26
Large Blend
0.250
15
18
12
Mid-Cap Growth
0.420
7
6
10
Large Growth
0.440
8
8
4
Foreign Large Blend
0.440
65
65
74
Mid-Cap Blend
0.360
47
39
36
Large Blend
0.290
33
33
29
Commodities Broad Basket
0.650
11
13
17
Large Blend
0.490
1
Large Blend
0.140
29
28
18
Foreign Large Blend
0.070
37
36
24
Diversified Emerging Mkts
0.290
47
58
63
Emerging Markets Bond
0.250
30
54
Europe Stock
0.230
60
62
55
Long Government
0.060
6
3
5
Foreign Small/Mid Blend
0.110
45
38
86
Large Growth
0.170
23
34
26
Large Blend
0.035
25
22
11
Corporate Bond
0.050
26
59
33
Intermediate Core Bond
0.150
4
29
5
Long-Term Bond
0.050
74
77
45
Long-Term Bond
0.050
39
14
18
Mid-Cap Blend
0.040
20
23
15
Diversified Pacific/Asia
0.230
58
54
100
Real Estate
0.080
27
Real Estate
0.260
29
45
31
Short-Term Bond
0.150
34
70
56
Short-Term Bond
0.050
6
15
8
Small Blend
0.170
18
23
15
Intermediate Core Bond
0.090
61
67
60
Intermediate Core Bond
0.150
58
64
59
World Bond-USD Hedged
0.070
49
56
Foreign Large Blend
0.170
41
26
59
Large Value
0.170
37
29
21
Large Blend
0.430
36
35
31
Diversified Emerging Mkts
0.530
51
47
Foreign Large Blend
0.460
62
60
52
Mid-Cap Blend
0.400
26
30
19
Small Blend
0.450
23
15
28
Intermediate Core Bond
0.380
70
76
70
Large Blend
0.260
32
31
25
Large Blend
0.250
34
33
25
Large Blend
0.320
28
25
32
Global Real Estate
0.140
50
64
Foreign Large Blend
0.090
55
51
48
Foreign Large Blend
0.110
43
29
Muni National Interm
0.500
40
41
43
Mid-Cap Blend
0.070
19
23
Large Blend
0.030
25
22
13
Inflation-Protected Bond
0.060
91
88

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.