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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 %
Mid-Cap Blend
0.040
21
Large Blend
0.020
23
21
13
Inflation-Protected Bond
0.050
30
32
29
Large Growth
0.500
11
8
3
Large Blend
0.480
36
29
24
Mid-Cap Blend
0.660
52
37
30
Small Blend
0.830
42
35
11
Intermediate Core Bond
0.025
36
52
Intermediate Core Bond
0.025
32
45
Diversified Emerging Mkts
0.170
41
36
Foreign Large Blend
0.065
31
17
Foreign Large Blend
0.060
29
15
Foreign Large Blend
0.200
30
54
Large Blend
0.160
26
23
17
Mid-Cap Growth
0.030
82
79
Foreign Large Blend
0.450
58
48
47
Mid-Cap Blend
0.000
Small Blend
0.000
Inflation-Protected Bond
0.110
Intermediate Government
0.250
10
20
20
Long Government
0.220
58
66
72
Intermediate Core Bond
0.110
51
55
56
Diversified Emerging Mkts
0.200
40
34
50
Large Blend
0.050
17
14
16
Foreign Large Blend
0.060
47
49
33
Large Blend
0.050
25
21
14
Short-Term Bond
0.120
66
86
Small Blend
0.060
12
8
16
Intermediate Core-Plus Bond
0.660
100
100
Foreign Large Blend
0.590
Large Blend
0.300
32
28
24
Large Blend
0.250
12
11
10
Mid-Cap Blend
0.430
5
6
8
Large Growth
0.480
10
7
4
Foreign Large Blend
0.440
62
64
70
Mid-Cap Blend
0.360
54
43
33
Large Blend
0.290
33
30
26
Commodities Broad Basket
0.650
18
12
18
Large Blend
0.490
10
Large Blend
0.140
27
23
17
Foreign Large Blend
0.070
41
34
27
Diversified Emerging Mkts
0.290
46
53
61
Emerging Markets Bond
0.250
17
49
Europe Stock
0.230
55
49
53
Long Government
0.060
5
5
5
Foreign Small/Mid Blend
0.110
33
32
82
Large Growth
0.170
32
26
26
Large Blend
0.035
23
19
12
Corporate Bond
0.050
38
55
36
Intermediate Core Bond
0.150
2
9
4
Long-Term Bond
0.050
38
69
36
Long-Term Bond
0.050
58
20
24
Mid-Cap Blend
0.040
15
19
11
Diversified Pacific/Asia
0.230
53
60
100
Real Estate
0.080
38
Real Estate
0.260
43
43
35
Short-Term Bond
0.150
27
49
55
Short-Term Bond
0.050
6
10
6
Intermediate Core Bond
0.090
52
50
57
Intermediate Core Bond
0.150
40
47
56
World Bond-USD Hedged
0.070
46
42
Foreign Large Blend
0.170
38
20
61
Large Value
0.170
37
27
20
Large Blend
0.430
35
31
30
Diversified Emerging Mkts
0.600
47
42
Foreign Large Blend
0.450
59
61
51
Mid-Cap Blend
0.400
24
23
20
Small Blend
0.450
19
17
22
Intermediate Core Bond
0.380
63
65
70
Large Blend
0.270
32
28
23
Large Blend
0.250
34
29
23
Large Blend
0.340
28
24
31
Global Real Estate
0.150
57
64
Foreign Large Blend
0.090
50
53
49
Foreign Large Blend
0.110
36
20
Muni National Interm
0.510
25
35
35

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