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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
3
4
Intermediate Core Bond
0.150
50
58
59
Foreign Large Blend
0.600
61
66
60
Mid-Cap Blend
0.500
55
46
39
Large Blend
0.500
38
34
31
World Small/Mid Stock
0.990
5
31
88
Natural Resources
1.240
19
42
25
Foreign Large Blend
0.290
8
14
Large Blend
0.200
29
26
20
Mid-Cap Blend
0.200
50
39
28
Small Blend
0.200
38
26
9
Intermediate Government
0.170
19
12
21
Trading--Leveraged Equity
1.780
Large Blend
0.080
24
21
13
Large Blend
0.200
27
25
21
Large Blend
0.290
28
27
25
Trading--Inverse Debt
1.130
Trading--Leveraged Debt
1.120
Trading--Leveraged Debt
1.700
Trading--Leveraged Equity
1.170
Trading--Inverse Equity
1.190
Trading--Inverse Debt
1.400
Trading--Leveraged Debt
1.430
Trading--Leveraged Equity
1.650
Trading--Leveraged Equity
1.440
Trading--Leveraged Equity
1.390
Trading--Leveraged Equity
1.410
Tactical Allocation
1.420
100
98
Mid-Cap Value
2.010
100
Tactical Allocation
1.740
90
Large Blend
0.700
90
Large Blend
0.500
Mid-Cap Blend
0.570
56
47
41
Mid-Cap Blend
0.000
Foreign Large Blend
0.000
Large Blend
0.000
Large Blend
0.000
Large Blend
0.015
23
19
Diversified Emerging Mkts
0.075
41
34
Large Blend
0.000
23
Inflation-Protected Bond
0.000
26
Foreign Large Blend
0.000
33
Mid-Cap Blend
0.000
18
Small Blend
0.000
14
Intermediate Core Bond
0.000
33
Foreign Large Blend
0.055
35
19
Inflation-Protected Bond
0.050
32
25
Intermediate Government
0.030
3
World Bond-USD Hedged
0.060
Foreign Large Blend
0.035
50
49
Foreign Large Blend
0.200
19
Long Government
0.030
55
Mid-Cap Growth
0.050
Mid-Cap Blend
0.025
20
17
Mid-Cap Value
0.050
Muni National Interm
0.070
Real Estate
0.070
86
89
Diversified Emerging Mkts
0.240
Diversified Emerging Mkts
0.075
42
Diversified Emerging Mkts
0.250
Foreign Large Blend
0.035
49
Foreign Large Growth
0.200
Foreign Large Blend
0.200
Foreign Large Value
0.180
85
Foreign Large Blend
0.180
78
83
Long Government
0.030
25
29
Muni National Interm
0.070
Large Growth
0.110
72
Large Growth
0.110
75
69
Intermediate Government
0.030
11
Large Value
0.110
80
Intermediate Core Bond
0.000
Foreign Large Blend
0.010
35
18
68
Intermediate Government
0.000
Inflation-Protected Bond
0.000
66
64
69
Foreign Large Blend
0.010

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