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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 %
Large Growth
0.500
3
7
2
Large Blend
0.430
31
28
24
Mid-Cap Blend
0.620
48
56
39
Small Blend
0.810
53
40
12
Large Blend
0.120
Short Government
0.160
52
44
27
Intermediate Core Bond
0.025
46
53
Intermediate Core Bond
0.022
42
43
Diversified Emerging Mkts
0.170
62
47
Foreign Large Blend
0.065
46
36
Foreign Large Blend
0.050
45
34
Foreign Large Blend
0.200
13
12
Large Blend
0.160
20
18
13
Mid-Cap Growth
0.020
60
93
Foreign Large Blend
0.290
46
49
43
Inflation-Protected Bond
0.110
Intermediate Government
0.250
41
37
58
Long Government
0.230
63
69
73
Intermediate Core Bond
0.080
63
60
64
Diversified Emerging Mkts
0.180
64
49
53
Large Blend
0.050
35
33
25
Foreign Large Blend
0.050
50
41
31
Large Blend
0.050
20
16
10
Short-Term Bond
0.100
77
80
Small Blend
0.050
61
43
35
Intermediate Core-Plus Bond
0.330
100
99
98
Foreign Large Blend
0.590
96
Large Blend
0.300
27
25
22
Large Blend
0.240
14
13
11
Mid-Cap Growth
0.380
43
76
60
Large Growth
0.420
6
6
3
Foreign Large Blend
0.430
63
61
62
Mid-Cap Blend
0.350
51
57
41
Large Blend
0.290
27
26
25
Commodities Broad Basket
0.650
35
18
28
Large Blend
0.490
31
Large Blend
0.140
22
19
14
Foreign Large Blend
0.070
28
28
19
Diversified Emerging Mkts
0.290
45
45
52
Emerging Markets Bond
0.200
38
36
Europe Stock
0.230
67
46
52
Long Government
0.060
12
12
13
Mid-Cap Growth
0.190
67
84
64
Foreign Small/Mid Blend
0.110
44
45
71
Large Growth
0.170
13
24
20
Corporate Bond
0.050
62
48
34
Intermediate Core Bond
0.150
20
16
18
Long-Term Bond
0.050
65
60
64
Long-Term Bond
0.050
27
34
25
Mid-Cap Blend
0.040
14
10
10
Diversified Pacific/Asia
0.230
25
75
100
Real Estate
0.080
49
Real Estate
0.260
52
58
40
Short-Term Bond
0.150
74
74
75
Short-Term Bond
0.050
30
19
12
Small Blend
0.170
45
15
15
Intermediate Core Bond
0.090
64
59
63
Intermediate Core Bond
0.150
56
56
63
Global Bond-USD Hedged
0.070
77
52
Foreign Large Blend
0.170
43
39
54
Large Value
0.170
44
28
14
Large Blend
0.450
31
29
29
Diversified Emerging Mkts
0.510
70
63
76
Foreign Large Blend
0.450
58
58
46
Mid-Cap Blend
0.400
32
26
22
Small Blend
0.450
72
60
57
Intermediate Core Bond
0.360
72
70
74
Large Blend
0.270
25
24
21
Large Blend
0.330
37
39
34
Global Real Estate
0.140
55
51
Foreign Large Blend
0.090
50
46
42
Foreign Large Blend
0.100
59
46
69
Muni National Interm
0.500
52
51
35
Mid-Cap Blend
0.060
25
19
Large Blend
0.030
19
15
10
Inflation-Protected Bond
0.060
91
85

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