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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 Government
0.000
69
Ultrashort Bond
0.000
Short-Term Bond
0.030
25
Short Government
0.030
8
Small Growth
0.050
Small Blend
0.025
13
8
Small Value
0.050
Intermediate Core Bond
0.100
Foreign Large Blend
0.060
37
Large Blend
0.015
18
15
Intermediate Core Bond
0.025
35
42
Intermediate Core Bond
0.500
71
74
75
Foreign Large Blend
0.640
62
67
Real Estate
0.700
90
93
Large Blend
0.520
38
35
34
Large Growth
1.250
82
82
79
Foreign Large Blend
0.980
14
Large Value
0.950
22
21
Foreign Large Blend
0.230
47
51
Foreign Large Blend
0.340
Utilities
1.000
100
100
74
Large Blend
0.580
39
35
33
Large Blend
0.250
75
69
World Large Stock
0.190
83
Large Blend
0.300
32
29
25
High Yield Bond
0.650
90
World Large Stock
0.660
41
Corporate Bond
0.400
52
Large Blend
0.200
29
25
20
Foreign Large Blend
0.250
53
54
Large Blend
0.370
34
30
28
Mid-Cap Blend
0.180
47
36
Long Government
0.000
Small Blend
0.150
Intermediate Core Bond
0.240
60
63
65
Foreign Large Blend
0.330
55
56
48
Mid-Cap Blend
0.680
57
48
47
Large Blend
0.450
36
31
29
Small Blend
0.280
15
12
21
Large Blend
0.990
35
44
73
Intermediate Core Bond
0.150
54
58
57
Diversified Emerging Mkts
0.300
45
38
53
Global Real Estate
0.470
64
57
60
World Large Stock
0.250
Foreign Large Blend
0.240
54
55
46
Mid-Cap Blend
0.150
48
35
26
Small Blend
0.150
18
15
24
Large Blend
0.100
27
22
16
Intermediate Government
0.160
18
11
20
Foreign Large Blend
0.310
40
Large Blend
0.250
28
26
20
Large Blend
0.200
39
Foreign Large Blend
0.490
19
54
Large Growth
0.380
47
37
28
Foreign Large Blend
0.610
28
17
79
Small Blend
0.450
36
80
87
Large Value
0.830
22
20
43
Intermediate Core Bond
0.140
56
61
61
Foreign Large Blend
0.310
58
60
53
Mid-Cap Blend
0.420
54
45
37
Trading--Leveraged Equity
1.720
Trading--Leveraged Equity
1.780
Trading--Leveraged Equity
1.610
Trading--Leveraged Equity
1.630
Trading--Leveraged Equity
1.780
Trading--Leveraged Equity
1.670
Europe Stock
1.780
97
91
98
Multicurrency
1.780
95
72
94
Trading--Leveraged Equity
1.780
Trading--Leveraged Equity
1.780
Trading--Leveraged Equity
1.600
Large Growth
1.690
64
65
66
Large Value
1.720
64
72
78
Mid-Cap Blend
1.780
74
66
74
Mid-Cap Growth
1.770
91
91
92
Mid-Cap Value
1.780
68
59
77
Large Growth
1.560
16
14
11

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