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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 %
Trading--Leveraged Equity
1.780
Trading--Leveraged Equity
1.640
Trading--Leveraged Equity
1.780
Trading--Inverse Debt
1.780
Multicurrency
1.780
61
95
55
Trading--Leveraged Equity
1.650
Bear Market
1.780
54
52
59
Trading--Inverse Commodities
1.780
Trading--Inverse Commodities
1.780
Trading--Miscellaneous
1.780
Bear Market
1.780
25
31
31
Small Blend
1.780
39
46
74
Small Growth
1.780
91
90
84
Small Value
1.780
49
37
42
Trading--Leveraged Equity
1.650
Trading--Leveraged Equity
1.780
Trading--Leveraged Debt
1.400
Trading--Leveraged Equity
1.720
Trading--Leveraged Equity
1.780
Bear Market
1.780
82
88
51
Bear Market
1.780
62
56
90
Trading--Leveraged Equity
1.780
Trading--Leveraged Equity
1.780
Trading--Leveraged Equity
1.780
Trading--Leveraged Equity
1.710
Trading--Leveraged Equity
1.660
Trading--Leveraged Equity
1.590
Trading--Leveraged Equity
1.780
Trading--Leveraged Equity
1.780
Bear Market
1.780
92
86
83
Bear Market
1.780
70
71
72
Bear Market
1.780
72
65
74
Bear Market
1.780
98
98
98
Trading--Leveraged Equity
1.780
Trading--Leveraged Equity
1.730
Long-Short Equity
2.220
64
58
Bear Market
1.780
27
20
21
Trading--Inverse Debt
1.780
Bear Market
1.780
86
69
79
Trading--Leveraged Equity
1.600
Large Blend
0.590
40
35
34
Foreign Large Blend
1.230
27
Commodities Broad Basket
1.780
99
96
98
Trading--Leveraged Equity
1.880
Trading--Leveraged Equity
1.860
Trading--Leveraged Equity
1.820
Trading--Leveraged Debt
1.080
Trading--Inverse Equity
1.870
Trading--Inverse Equity
1.890
Trading--Inverse Debt
1.540
Trading--Inverse Debt
1.640
Trading--Inverse Equity
1.870
Trading--Inverse Equity
1.910
Trading--Inverse Equity
1.840
Trading--Leveraged Equity
1.660
Trading--Leveraged Equity
1.800
Trading--Leveraged Equity
1.360
Trading--Leveraged Equity
1.870
Large Growth
1.380
12
10
6
Trading--Leveraged Equity
1.380
Trading--Leveraged Equity
1.870
Trading--Leveraged Equity
1.870
Small Blend
1.730
28
39
67
Trading--Leveraged Equity
1.840
Large Blend
1.680
54
61
66
Large Growth
1.630
84
89
78
Large Value
1.630
99
97
85
Mid-Cap Growth
1.630
92
100
97
Trading--Miscellaneous
2.030
Trading--Miscellaneous
2.010
Mid-Cap Growth
0.200
73
63
Large Blend
0.130
13
11
9
Large Blend
0.640
Large Blend
0.540
31
30
27
Large Blend
0.120
24
21
Large Blend
0.050
15
14
18
Diversified Emerging Mkts
0.390
86
51
92
Foreign Large Value
0.250
16
10
24
Foreign Small/Mid Blend
0.390
82
51
44
Global Real Estate
0.390
86
43
Foreign Large Blend
0.060
48
51
38
Short-Term Bond
0.060
26
Small Blend
0.040
14
10
15
Intermediate Core Bond
0.040
50

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