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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.

Index Funds
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
Miscellaneous Region
Intermediate Core Bond
Large Blend
Foreign Large Blend
Mid-Cap Blend
Large Blend
Small Blend
Options-based
Options-based
Large Blend
World Small/Mid Stock
Natural Resources
Foreign Large Blend
Large Blend
Large Growth
Large Value
Mid-Cap Blend
Large Blend
Mid-Cap Blend
Small Blend
Intermediate Government
Trading--Leveraged Equity
Large Blend
Large Blend
Large Blend
Trading--Inverse Debt
Trading--Leveraged Debt
Trading--Leveraged Debt
Trading--Leveraged Equity
Trading--Inverse Equity
Trading--Inverse Debt
Trading--Leveraged Debt
Trading--Leveraged Equity
Trading--Leveraged Equity
Bear Market
Trading--Leveraged Equity
Bear Market
Trading--Leveraged Equity
Large Blend
Large Blend
Mid-Cap Blend
Mid-Cap Blend
Foreign Large Blend
Large Blend
Large Blend
Large Blend
Diversified Emerging Mkts
Mid-Cap Blend
Large Blend
Inflation-Protected Bond
Foreign Large Blend
Mid-Cap Blend
Small Blend
Intermediate Core Bond
Foreign Large Blend
Inflation-Protected Bond
Intermediate Government
World Bond-USD Hedged
Foreign Large Blend
Foreign Large Blend
Large Growth
Large Value
Long Government
Mid-Cap Growth
Mid-Cap Blend
Mid-Cap Value
Muni National Interm
Large Growth
Real Estate
Diversified Emerging Mkts
Diversified Emerging Mkts
Diversified Emerging Mkts
Foreign Large Blend
Foreign Large Growth
Foreign Large Blend
Foreign Large Value
Foreign Large Blend
Long Government
Muni National Interm
Real Estate
Mid-Cap Blend
Large Blend
Large Blend
Large Growth
Large Growth
Intermediate Government
Large Value
Intermediate Core Bond
Foreign Large Blend
Intermediate Government
Inflation-Protected Bond
Foreign Large Blend
Large Value
Large Growth
Long Government
Large Blend
Ultrashort Bond
Short-Term Bond
Short Government

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