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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 %
Long-Short Equity
2.000
2
Intermediate Core Bond
0.150
36
43
60
Foreign Large Blend
0.600
56
59
53
Mid-Cap Blend
0.500
64
42
39
Large Blend
0.500
29
25
29
World Small/Mid Stock
0.990
48
73
97
Natural Resources
1.240
16
24
18
Foreign Large Blend
0.290
11
Mid-Cap Blend
0.250
6
Large Blend
0.200
24
17
17
Mid-Cap Blend
0.200
59
35
29
Small Blend
0.200
40
21
11
Intermediate Government
0.170
7
5
12
Trading--Leveraged Equity
1.620
Large Blend
0.080
19
11
10
Large Blend
0.200
21
16
18
Large Blend
0.290
22
18
22
Trading--Inverse Debt
1.120
Trading--Leveraged Debt
1.110
Trading--Leveraged Debt
1.690
Trading--Leveraged Equity
1.170
Trading--Inverse Equity
1.200
Trading--Inverse Debt
1.400
Trading--Leveraged Debt
1.390
Trading--Leveraged Equity
1.410
Trading--Leveraged Equity
1.400
Trading--Leveraged Equity
1.400
Trading--Leveraged Equity
1.410
Large Blend
0.700
Large Blend
0.500
Mid-Cap Blend
0.570
64
43
37
Mid-Cap Blend
0.000
Foreign Large Blend
0.000
Large Blend
0.000
Large Blend
0.000
Large Blend
0.015
17
10
Diversified Emerging Mkts
0.076
38
45
Large Blend
0.000
17
Inflation-Protected Bond
0.000
18
Foreign Large Blend
0.000
32
Mid-Cap Blend
0.000
14
Small Blend
0.000
17
Intermediate Core Bond
0.000
18
Foreign Large Blend
0.056
32
33
Inflation-Protected Bond
0.050
20
16
Intermediate Government
0.030
World Bond-USD Hedged
0.060
Foreign Large Blend
0.035
41
38
Foreign Large Blend
0.200
15
Long Government
0.030
Mid-Cap Growth
0.050
Mid-Cap Blend
0.025
16
15
Mid-Cap Value
0.050
Muni National Interm
0.070
Real Estate
0.070
82
74
Diversified Emerging Mkts
0.260
Diversified Emerging Mkts
0.086
40
Diversified Emerging Mkts
0.250
Foreign Large Blend
0.036
44
Foreign Large Growth
0.200
Foreign Large Blend
0.200
Foreign Large Value
0.190
Foreign Large Blend
0.190
19
15
Long Government
0.030
25
Muni National Interm
0.070
Large Growth
0.110
66
Large Growth
0.110
57
Intermediate Government
0.030
2
Large Value
0.110
Intermediate Core Bond
0.000
Foreign Large Blend
0.010
31
32
68
Intermediate Government
0.000
Inflation-Protected Bond
0.000
59
57
68
Foreign Large Blend
0.014
Long Government
0.000
55
Ultrashort Bond
0.000
Short-Term Bond
0.030
Short Government
0.030

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