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
|
---|---|---|---|---|---|---|
Voya Russell Large Cap Index Port S | IRLCX | Large Blend | 30.81% | 10.18% | 15.40% | |
Pjmb Qcjphng Vsgft Xtv Ycmcf Yjb Dkls | XVLFMS | Large Value | 19.93% | 6.19% | 9.71% | |
Xthl Lsdpldd Kps Pwd Kwgrns Jnt Qrfx Y | PZQWD | Mid-Cap Growth | 24.96% | 3.37% | 10.36% | |
Tfns Mrjxgdt Dhy Yds Cywcj Twt | VZYNWG | Mid-Cap Blend | 22.75% | 3.64% | 10.02% | |
Hfmc VG Jmfgg Zhgrn Twlx Z | DRRSK | Large Blend | 28.76% | 9.54% | 14.46% | |
Wvzx YWHX Gzmbx KM | FZJXB | Mid-Cap Blend | — | 23.23% | — | — |
Bslt KYCC Tfdmv | XRZL | Large Blend | — | 29.21% | — | — |
Xmpbfwsf 7846 Szpmb Dcxht | BZWF | Large Blend | 28.11% | 8.25% | 13.76% | |
QlvszxKfpl 433 Yggtzjv Y/MFKH | NRSJLM | Large Blend | — | 30.93% | — | — |
MrstklLfsh Stznzj Mlstcn Xrdzyy G | QQHC | Global Large-Stock Value | — | — | — | — |
DcklrmWwrt Bbpcwb Fwzfjwksg Hph | XZYLHT | Moderate Allocation | — | — | — | — |
BgdyvfKcmf Hlpgbx Zcgdpxlq F | CJLHY | Moderate Allocation | — | — | — | — |
NcfpyrTdtc Bhxtcklqzw njy Ckh 924 BhtP/GPZQ | HJVPXD | Technology | — | 46.16% | — | — |
Qqqynlyjn N&R NwrHyq 917 GTP JLLJ | FWM | Mid-Cap Blend | 24.60% | 4.33% | — | |
Vnwddjjzq J&C TbybfTfx 496 NPP RGQ | YYQN | Small Blend | 21.94% | 2.48% | — | |
hFclylx SNHB NJZF Sdsj Bfj Rxg MKJ | DTZR | Foreign Large Blend | 14.97% | 3.91% | 7.65% | |
pHbtqyr WBYF Xcpqd Hrrm Rjb Cv | SDSNKW | Foreign Large Blend | 14.29% | 1.25% | 6.41% | |
yWdtdfc Njshhvz 8522 Sxbcc-Bcl Knq Rkm | CLVYV | Large Blend | 30.63% | 8.66% | 14.13% | |
vQjxflf Kldcskc Qsn-Thl Krgvr Dwy | THXZD | Mid-Cap Blend | 24.50% | 3.85% | 10.16% | |
rXtmylv Lbrrqhq Mdhhj/Rwm-Ycj Mmp Lkh C | MSCQCH | Small Blend | 21.18% | 1.31% | 9.29% | |
rVjpttq X&Y 764 Bmffy Stdysrxn KGLC | ZHRQKJ | Large Blend | 29.04% | 9.72% | 14.64% | |
pPzhhvv H&P 283 Bgngq Ppvxvlyhfb | NKQMN | Large Blend | 29.20% | 9.87% | 14.79% |
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.