Index Funds | Morningstar

Fund Name

Morningstar Category

Adjusted Expense Ratio %

Return Rank in Category 3Y %

Return Rank in Category 5Y %

Return Rank in Category 10Y %

ABR Dynamic Blend Equity & Volatility Fd

Long-Short Equity

2.000

—

AXS Thomson Reuters Prvt Eq Ret Trckr Fd

Large Blend

1.510

—

AXS Thomson Reuters Vntr CptlRetTrckr Fd

Large Growth

1.510

—

BNY Mellon Bond Market Index Fund

Intermediate Core Bond

0.150

BNY Mellon Instl S&P 500 Stk Idx Fd

Large Blend

0.200

BNY Mellon International Stock Index Fd

Foreign Large Blend

0.600

BNY Mellon MidCap Index Fund

Mid-Cap Blend

0.500

BNY Mellon S&P 500 Index Fund

Large Blend

0.500

BNY Mellon Smallcap Stock Index Fund

Small Blend

0.500

CBOE Vest S&P 500® Buffer Strategy Fund

Options-based

1.000

—

CBOE Vest S&P 500® Enhanced Gr Strat Fd

Options-based

1.010

—

CBOE Vest S&P500 Dv Aristocrats TrgIncFd

Large Blend

0.960

—

Calvert Global Energy Solutions Fund

World Small/Mid Stock

0.990

Calvert Global Water Fund

Natural Resources

1.240

Calvert International Responsible Idx Fd

Foreign Large Blend

0.290

—

Calvert US Large Cap Core Rspnb Idx Fd

Large Blend

0.240

Calvert US Large Cap Growth Rspnb Idx Fd

Large Growth

0.240

—

Calvert US Large Cap Value Rspnb Idx Fd

Large Value

0.250

—

Calvert US Mid Cap Core Rspnb Idx Fd

Mid-Cap Blend

0.250

—

Columbia Large Cap Index Fund

Large Blend

0.200

Columbia Mid Cap Index Fund

Mid-Cap Blend

0.200

Columbia Small Cap Index Fund

Small Blend

0.200

Columbia US Treasury Index Fund

Intermediate Government

0.170

Communication Services UltraSector ProFd

Trading--Leveraged Equity

1.780

—

DFA US Large Company Portfolio

Large Blend

0.080

DWS Equity 500 Index Fund

Large Blend

0.200

DWS S&P 500 Index Fund

Large Blend

0.290

Direxion Monthly 25+Yr Trs Bear 1.35X Fd

Trading--Inverse Debt

1.130

—

Direxion Monthly 25+Yr Trs Bull 1.35X Fd

Trading--Leveraged Debt

1.120

—

Direxion Monthly High Yld Bull 1.2X Fd

Trading--Leveraged Debt

1.700

—

Direxion Monthly NASDAQ-100® Bll 1.25XFd

Trading--Leveraged Equity

1.170

—

Direxion Monthly NASDAQ-100® Br 1.25X Fd

Trading--Inverse Equity

1.190

—

Direxion Mthly 7-10 Yr Trs Bear 2X Fd

Trading--Inverse Debt

1.400

—

Direxion Mthly 7-10 Yr Trs Bull 2X Fd

Trading--Leveraged Debt

1.430

—

Direxion Mthly Emerg Mkts Bull 2.0X Fund

Trading--Leveraged Equity

1.650

—

Direxion Mthly NASDAQ-100 Bull 2X Fund

Trading--Leveraged Equity

1.440

—

Direxion Mthly S&P 500 Bear 2X Fund

Bear Market

1.400

Direxion Mthly S&P 500 Bull 2X Fund

Trading--Leveraged Equity

1.390

—

Direxion Mthly Small Cap Bear 2X Fund

Bear Market

1.390

Direxion Mthly Small Cap Bull 2X Fund

Trading--Leveraged Equity

1.410

—

Donoghue Forlines Dividend Fund

Tactical Allocation

1.420

100

—

Donoghue Forlines Dividend Mid-Cap Fund

Mid-Cap Value

2.010

100

—

Donoghue Forlines Momentum Fund

Tactical Allocation

1.740

—

Essential 40 Stock Fund

Large Blend

0.700

—

FRC Founders Index Fund

Large Blend

0.500

—

Federated Hermes Max Cap Index Fund

Large Blend

0.370

Federated Hermes Mid Cap Index Fund

Mid-Cap Blend

0.570

Fidelity ZERO Extended Market Index Fund

Mid-Cap Blend

0.000

—

Fidelity ZERO International Index Fund

Foreign Large Blend

0.000

—

Fidelity ZERO Large Cap Index Fund

Large Blend

0.000

—

Fidelity ZERO Total Market Index Fund

Large Blend

0.000

—

Fidelity® 500 Index Fund

Large Blend

0.015

—

Fidelity® Emerging Markets Index Fund

Diversified Emerging Mkts

0.075

—

Fidelity® Extended Market Index Fund

Mid-Cap Blend

0.046

—

Fidelity® Flex 500 Index Fund

Large Blend

0.000

—

Fidelity® Flex Infl-Prot Bd Idx Fd

Inflation-Protected Bond

0.000

—

Fidelity® Flex International Index Fd

Foreign Large Blend

0.000

—

Fidelity® Flex Mid Cap Index Fd

Mid-Cap Blend

0.000

—

Fidelity® Flex Small Cap Index Fd

Small Blend

0.000

—

Fidelity® Flex US Bond Index Fd

Intermediate Core Bond

0.000

—

Fidelity® Global ex US Index Fund

Foreign Large Blend

0.055

—

Fidelity® Inflation-Protected Bd Idx Fd

Inflation-Protected Bond

0.050

—

Fidelity® Intermediate Trs Bd Idx Fd

Intermediate Government

0.030

—

Fidelity® International Bond Index Fund

World Bond-USD Hedged

0.060

—

Fidelity® International Index Fund

Foreign Large Blend

0.035

—

Fidelity® Intl Sustainability Idx Fund

Foreign Large Blend

0.200

—

Fidelity® Large Cap Growth Index Fund

Large Growth

0.035

—

Fidelity® Large Cap Value Index Fund

Large Value

0.035

—

Fidelity® Long-Term Treasury Bd Idx Fd

Long Government

0.030

—

Fidelity® Mid Cap Growth Index Fund

Mid-Cap Growth

0.050

—

Fidelity® Mid Cap Index Fund

Mid-Cap Blend

0.025

—

Fidelity® Mid Cap Value Index Fund

Mid-Cap Value

0.050

—

Fidelity® Municipal Bond Index Fund

Muni National Interm

0.070

—

Fidelity® NASDAQ Composite Index® Fund

Large Growth

0.300

Fidelity® Real Estate Index Fund

Real Estate

0.070

—

Fidelity® SAI Em Mkts Lw Vol Idx Fd

Diversified Emerging Mkts

0.240

—

Fidelity® SAI Emerging Markets Index Fd

Diversified Emerging Mkts

0.075

—

Fidelity® SAI Emerging Mkts Val Idx Fd

Diversified Emerging Mkts

0.250

—

Fidelity® SAI International Index Fund

Foreign Large Blend

0.035

—

Fidelity® SAI International Mtm Idx Fd

Foreign Large Growth

0.200

—

Fidelity® SAI International Qly Idx Fd

Foreign Large Blend

0.200

—

Fidelity® SAI International Val Idx Fd

Foreign Large Value

0.180

—

Fidelity® SAI Intl Low Vol Idx Fd

Foreign Large Blend

0.180

—

Fidelity® SAI Long-Term Treasury Bd Idx

Long Government

0.030

—

Fidelity® SAI Municipal Bond Index Fund

Muni National Interm

0.070

—

Fidelity® SAI Real Estate Index Fund

Real Estate

0.070

—

Fidelity® SAI Small-Mid Cap 500 Index Fd

Mid-Cap Blend

0.050

—

Fidelity® SAI US Large Cap Index Fund

Large Blend

0.018

—

Fidelity® SAI US Low Volatil Idx Fd

Large Blend

0.120

—

Fidelity® SAI US Momentum Index Fund

Large Growth

0.110

—

Fidelity® SAI US Quality Index Fund

Large Growth

0.110

—

Fidelity® SAI US Treasury Bond Index Fd

Intermediate Government

0.030

—

Fidelity® SAI US Value Index Fund

Large Value

0.110

—

Fidelity® Series Bond Index Fund

Intermediate Core Bond

0.000

—

Fidelity® Series Global ex US Index Fund

Foreign Large Blend

0.010

Fidelity® Series Government Bd Idx Fund

Intermediate Government

0.000

—

Fidelity® Series Infl-Prtct Bd Idx Fd

Inflation-Protected Bond

0.000

Fidelity® Series International Index Fd

Foreign Large Blend

0.010

—

Fidelity® Series Large Cap Value Idx Fd

Large Value

0.000

—

Fidelity® Series Large Cp Grwth Idx Fund

Large Growth

0.010

—

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