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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
0.070
20
17
Large Blend
0.030
22
19
13
Inflation-Protected Bond
0.060
89
Intermediate Core Bond
0.050
36
45
55

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