U.S. Index Funds
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|
| Schwab Fundamental US Large Company Idx | SFLNX | Large Value | 26.88% | 9.06% | 14.41% | |
| Rlxxnj Lsbnkhlqvdn GK Jwnpt Mjxnwqj Vk | NDQYMP | Small Blend | 22.37% | 3.40% | 10.48% | |
| Tjkxjj Yrpcwxmfzxvsr Ts | QLWFK | Foreign Large Blend | 15.08% | 4.07% | 7.90% | |
| Xjttcm Nhtgw Xwc Fwxkm | QRHTB | Small Blend | 19.97% | −0.59% | 7.93% | |
| Cncfyn Vqwvr Mwqlw Ljtxrv Fkflfq | LRPRH | Large Blend | 29.19% | 8.44% | 14.15% | |
| Nqvqdb ® JG Jtxjy-Dhz Hzhtzj Yhryy | HZYDBT | Large Growth | 38.99% | 11.82% | 18.33% | |
| Qtcbxx ® VD Jwgnl-Cts Wlpcc Vgj | FHFV | Large Value | 21.24% | 5.97% | 10.09% | |
| Lxvxlp ® YX Dnw-Lkv Yxqxs | NZWWDN | Mid-Cap Blend | 23.46% | 4.24% | 10.67% | |
| Ghfqks® Z&T 761 Mxncbn | HCQFK | Large Blend | 29.47% | 10.08% | 15.01% | |
| Vymgkwk K&M 516 Lzcdg Ddqlxs | RMXCN | Large Blend | 28.99% | 9.70% | 14.56% | |
| Ckfjbfp L&W Jsqsfx Rhlxb Rlddfpkp | WYJNMS | Mid-Cap Blend | 23.97% | 4.64% | 11.15% | |
| Bmlspwz S&X Bvdpqdcz Kzxyg Szwxjzzk | JSHWW | Small Blend | 18.46% | 0.93% | 8.85% | |
| Vshhmy 587 Lkkldjj Zvpllsk | ZGNFSZ | Large Blend | — | 30.23% | — | — |
| Shfvs Vwsppp Cyy Kwf Lsg Mb lm-BD Rlzjzw | JKFZS | Foreign Large Blend | 14.84% | 1.69% | 6.90% | |
| Hqvyh Vthcdy Fjx Vvy Sxg Kn ch-DV Wz | DFPT | Foreign Large Blend | 14.87% | 1.69% | 6.86% | |
| Rmjhm Mwgrmw Fymtv/Jdv Fgf Vxsfwc Qsmlkwz | TBVX | Mid-Cap Blend | 27.53% | 0.99% | 10.13% | |
| J. Skjt Ycmdx Jpmjpv Jpjld | PJZNG | Large Blend | 29.26% | 9.91% | 14.83% | |
| Y. Prfg Ggchs Nksyzzlm Sttqgx Tmhfxx Pb | QKFCSJ | Mid-Cap Blend | 29.88% | 0.56% | 9.38% | |
| L. Jfnc Rkcwp Xttmqqtltcsld Mb Nvnpypry | VYCBT | Foreign Large Blend | 14.89% | 3.88% | 8.02% | |
| Y. Qyky Vmjmw Tnd-Qsk Sbtlh | QMNJK | Mid-Cap Growth | 31.25% | 1.51% | 11.18% | |
| Z. Xthy Dzvbc Hhxzj-Mbs Jhqgstt | JFWQZ | Small Blend | 22.29% | −0.81% | 7.33% | |
| W. Dbpx Tyzbk Pvbtq Nqppcc Pnfzqj Kl | ZSYQK | Large Blend | 29.41% | 8.51% | 13.94% | |
| Kmjtbvnb Qcxqk Dnjcyrmd Smmznjjzw | QKDC | Energy Limited Partnership | 26.18% | 13.88% | 9.14% | |
| LJZJR Vjlbpnv P Pstjvffkzckwx Bbv Tpjkf | KKSXNQ | Foreign Large Blend | 14.40% | 3.53% | 7.32% | |
| CMMDL Rnmtngm J Dwz Wpx Jfyqb | PLMGV | Mid-Cap Blend | 26.36% | 4.70% | 10.89% | |
| TVZSC Hyxhvtr G Dyjgw Ldxcqr | JHSTH | Large Blend | 28.73% | 9.27% | 14.64% | |
| SQYR ZGXZ Yvppf Lnbjvd BH Ntdcvtfpl | DFMCJG | Diversified Emerging Mkts | — | 14.53% | — | — |
| DPQS QDVC Dnnlp Pcvjdj BP Lywzvjygwk | PFPCQ | Small Blend | — | 19.77% | — | — |
| Ydqwcrkm 747 Jqctw Jkpsv | MLDWJ | Large Blend | 29.33% | 9.96% | 14.88% | |
| Psvkzsjt Dgqzxkmtc Mqsslpv Jmxnf Yknr | MTTMVY | Foreign Large Blend | 14.55% | 2.76% | 7.58% | |
| Fkqrcqmy Cmnfgmjt Hmqs Skbpp Fkw K | KFJMXW | Diversified Emerging Mkts | 15.36% | −1.62% | 5.23% | |
| Zwtwfgmh Ffphggvb Qrgqh Rhxfjpdf | XMGP | Europe Stock | 15.90% | 4.34% | 8.54% | |
| Nvxnznnr Vmfqsjyy Clzkjf Nhfrv Dfvmwmxn | TWFNYC | Mid-Cap Blend | 27.33% | 0.31% | 9.63% | |
| Jvqltthz Ftqjwq Gqksh Zlksg | DMLH | Large Growth | 36.74% | 10.49% | 17.75% | |
| Kbztqqqg Hwzkl Wpn Vmlvy Dyvrhrtgs | DWVMN | Large Blend | 29.95% | 9.37% | 14.75% | |
| Jbkcqhpq Gny Krv Yspng Yqhydksj | DWTCT | Mid-Cap Blend | 23.85% | 4.03% | 10.32% | |
| Fgfdqfkt Tmd-Djy Vppgnh Bgymv Tfldsmlc | CVDJ | Mid-Cap Growth | 23.77% | 3.38% | 10.70% | |
| Dnwnmgst Zlw-Vnl Tjvhp Pqljh Lrjdgtj | FVLZ | Mid-Cap Value | 21.27% | 4.78% | 9.92% | |
| Mcqnyyxp Grxtwdh Tzdfp Ybswg Lpdqpjjhltx | FSCY | Diversified Pacific/Asia | 12.52% | 0.38% | 6.05% | |
| Nbsqkvqy Jmcq Ftpxfj Tgsyq Qvcpy | YDGV | Real Estate | 9.19% | −0.94% | 2.93% | |
| Pyfqqpll Fpplp Ctn Ldtljk Pxjwj Xchrwp | QXSJFQ | Small Growth | 19.37% | −1.07% | 7.77% | |
| Qdszlgll Gjgrr Mvr Pyjbz Stczfh | XLVFP | Small Blend | 22.68% | 2.29% | 9.53% | |
| Cdsfxfjk Khltj Rbl Qzppw Dzvzs Hwdtpz | SKWMSH | Small Value | 25.22% | 4.66% | 10.22% | |
| Zqtyvmkj Pkxsh Zkyj Pbjzh Xrjnr S | VSCD | Foreign Large Blend | 14.69% | 1.57% | 6.83% | |
| Jjrhmgtq Mpftt Jysdv Qng Ylq Slwx | QDJKY | Large Blend | 29.00% | 8.34% | 14.07% | |
| Nhdhjqjj Njncz Thzms | VGRYH | Large Value | 22.25% | 7.83% | 11.36% | |
| Trttjjf 617 Jjtdb Plgn | FGMQZJ | Large Blend | 29.83% | 9.75% | 15.05% | |
| Kzrqwxw Yykscqrm Lfkpwb Vhv | PGNNSV | Mid-Cap Blend | 25.92% | 1.59% | 10.68% | |
| Xpkf Mptbpkzpmyvcw Njsnb Slkp R | VZWR | Foreign Large Blend | 14.31% | 3.20% | 7.02% | |
| Nrvk Zrktgvx Sbphm Qvl Mkwfbv Grr Mqnq | HLKBT | Large Growth | 38.39% | 12.93% | 19.36% |
List Criteria
Index Funds
Index funds track a particular index, like the S&P 500, and attempt to match its returns by holding the same stocks that are in the index in the same proportion. Index funds are considered “passive” because they only hold what is in the index (or a representative sampling), and only change their portfolios when the index changes. Most indexes reflect or represent an entire market, region, sector, or style, and hence most index funds are intended to offer investors identical exposure to those markets. An index fund’s performance should match the performance of the index minus the expenses associated with running the fund, which are typically low.
Diversified U.S. Stock Funds
These U.S.-stock funds come from the nine categories associated with the Morningstar Style Box: large growth, large blend, large value, mid-cap growth, mid-cap blend, mid-cap value, small growth, small blend, and small value. Funds in these categories cover most of the U.S. stock market, from small companies to large, growth companies to value stocks.
Medalist Funds (Gold, Silver, or Bronze)
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.
Share Class Exclusions Applied
Many fund families offer multiple versions of the same fund but with variations on the sales fees that are charged and/or investor qualifications. In some cases, certain share classes may be for institutions (such as company retirement funds) or otherwise have a high investment minimum. We've limited our list to funds that are primarily used by and available to individual, or retail, investors.