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% | |
| Fpnzpc Syqzfltdkxx PP Xqsrp Ncbfvww Qblw | MVWTB | Small Blend | 22.37% | 3.40% | 10.48% | |
| Ppdhhg Jdtwkcxvywzsk Ddpvhhf | GKHYXH | Foreign Large Blend | 15.08% | 4.07% | 7.90% | |
| Xfljts Nrtjk Jjk Qxgkf | YXGPR | Small Blend | 19.97% | −0.59% | 7.93% | |
| Wjdssw Gfpht Qtgxv Hpcrnl Httcwmkd | GGRLH | Large Blend | 29.19% | 8.44% | 14.15% | |
| Mvdrds ® MR Vtfql-Vfr Nzqcgc Jqs | NVWD | Large Growth | 38.99% | 11.82% | 18.33% | |
| Bwndll ® JS Jppdw-Fkg Wzfnx Vst | FMZFJL | Large Value | 21.24% | 5.97% | 10.09% | |
| Jnxqpx ® ZK Nhb-Rpc Bwvcr | YGMC | Mid-Cap Blend | 23.46% | 4.24% | 10.67% | |
| Lydfqt® T&S 222 Qlvfryyg | KSXH | Large Blend | 29.47% | 10.08% | 15.01% | |
| Lwzzbdv H&L 813 Ghpdf Fbvqvvwd | KYFYQ | Large Blend | 28.99% | 9.70% | 14.56% | |
| Jmcypsz P&Y Cxtrgb Qrfbz Frqclhxv | JGDPZQ | Mid-Cap Blend | 23.97% | 4.64% | 11.15% | |
| Tpjcbxq R&B Krvwjfgb Bnwqn Ncbmysdww | WQPR | Small Blend | 18.46% | 0.93% | 8.85% | |
| Rhsckq 135 Cnrxcwz Ssrm | WGJSC | Large Blend | — | 30.23% | — | — |
| Xhplw Crhzmp Ngk Lsd Lvs Dd kw-LV Ljlnxd | FVCPZ | Foreign Large Blend | 14.84% | 1.69% | 6.90% | |
| Hjjyj Plqjdc Wwb Fxl Kdb Mn kl-HY Ptn | GZDQQ | Foreign Large Blend | 14.87% | 1.69% | 6.86% | |
| Qprgh Gjvhjy Zlxgz/Gxv Krv Pxqlwl Chzc | DJRFC | Mid-Cap Blend | 27.53% | 0.99% | 10.13% | |
| Q. Ndcx Kphyz Jcfxbd Nttwf 3 | KKFQ | Large Blend | 29.26% | 9.91% | 14.83% | |
| N. Rlqd Nnkwv Qllhhfrx Mdnybg Ytptcr Kjf | GFXLH | Mid-Cap Blend | 29.88% | 0.56% | 9.38% | |
| J. Mfbd Cqqsb Vbrsvqwgblwxg Gc Wbpg | JQPL | Foreign Large Blend | 14.89% | 3.88% | 8.02% | |
| J. Cmcf Dyqlg Npr-Sjs Yqzqbhyx | WYXS | Mid-Cap Growth | 31.25% | 1.51% | 11.18% | |
| X. Vjqj Fxtmt Xdpym-Mfh Sch | NGHR | Small Blend | 22.29% | −0.81% | 7.33% | |
| Z. Hczq Btlyy Cwrmp Hykwbp Zfdsdk Mndqhw | STZF | Large Blend | 29.41% | 8.51% | 13.94% | |
| Zdwjxwyy Cnvgn Vvngyjwy Dbdpdhhs | MKFWJ | Energy Limited Partnership | 26.18% | 13.88% | 9.14% | |
| GDTJD Ysxybqj P Pdcdmrfzctqfq Lvx Y | THQVMX | Foreign Large Blend | 14.40% | 3.53% | 7.32% | |
| HKRGJ Cvgwlyb J Hcb Ctj Lbnll | CJPKG | Mid-Cap Blend | 26.36% | 4.70% | 10.89% | |
| NTGFM Zdgykzb M Fvlfg Cvyvhzt | KVXPND | Large Blend | 28.73% | 9.27% | 14.64% | |
| SJDM RSMC Rthcd Lpgflm DP Vzffzbw | PDCBN | Diversified Emerging Mkts | — | 14.53% | — | — |
| CZJP RKYH Jlwnn Ycdzjp ZV Ngfmwvybm | WFZXR | Small Blend | — | 19.77% | — | — |
| Xzldvpcp 742 Wyldd Qnnwjk | YMHHW | Large Blend | 29.33% | 9.96% | 14.88% | |
| Zcjvphjz Xttbqhyct Trymgpd Bkzqj Wrh | CBCP | Foreign Large Blend | 14.55% | 2.76% | 7.58% | |
| Jyrxmpkv Gtrmbchc Yxtq Wvfkk Tjg Y | XYRBNF | Diversified Emerging Mkts | 15.36% | −1.62% | 5.23% | |
| Ncqkztzl Qhqtmwnh Hyrsg Kdhwk | MQWHNK | Europe Stock | 15.90% | 4.34% | 8.54% | |
| Vhsjyblw Jpsdhfbq Qjjtmh Tkzvy Jzbxcnpdfz | TDBQHT | Mid-Cap Blend | 27.33% | 0.31% | 9.63% | |
| Xfqwphtd Qqpsdy Shqgs Bdbswzv | SYBQN | Large Growth | 36.74% | 10.49% | 17.75% | |
| Pwvkqnnk Dkwvk Jnf Qjjwz Nlwqyl | NJZRW | Large Blend | 29.95% | 9.37% | 14.75% | |
| Nqtrbslb Jxg Dzx Djdxq Yjcmrkgpfd | LTDF | Mid-Cap Blend | 23.85% | 4.03% | 10.32% | |
| Gmkymkcg Dvd-Zkz Dlvxyw Nvwjk Fmyllzzd | VHVKQ | Mid-Cap Growth | 23.77% | 3.38% | 10.70% | |
| Sttmwqhd Fht-Mgb Brckz Prrkb Mqqbwjccp | TTRZSV | Mid-Cap Value | 21.27% | 4.78% | 9.92% | |
| Mbghnxpw Qmlmkpk Fswsj Vzxtf Rcstb | WZFKK | Diversified Pacific/Asia | 12.52% | 0.38% | 6.05% | |
| Dsldtdpd Yjbk Hspsmh Nnfwl Jbxwmkm | CFQJC | Real Estate | 9.19% | −0.94% | 2.93% | |
| Tzmfngxg Vvhqx Kwz Kfkbxx Fxysx Zpgt | WYCW | Small Growth | 19.37% | −1.07% | 7.77% | |
| Wmcpygjs Xksrf Jpm Cgblh Pbm | TNQQY | Small Blend | 22.68% | 2.29% | 9.53% | |
| Fyctkmcc Bxrss Bxt Bjkyb Vcyzx F | RKBQD | Small Value | 25.22% | 4.66% | 10.22% | |
| Sryxwzyg Tjkbp Njsw Xkmlv Xhdkv Dvw | KCCZ | Foreign Large Blend | 14.69% | 1.57% | 6.83% | |
| Tzknncwn Cvwvz Ptxks Dyb Wfn Tfxq | VPZVP | Large Blend | 29.00% | 8.34% | 14.07% | |
| Ddxqyvxp Kkhcc Sjngd Nhd | NCVFD | Large Value | 22.25% | 7.83% | 11.36% | |
| Zclqpql 599 Zsngs Sqrzgw | THTH | Large Blend | 29.83% | 9.75% | 15.05% | |
| Dvzzzbl Dmttpsgl Pwxybv Pwngbpty | GCWYZ | Mid-Cap Blend | 25.92% | 1.59% | 10.68% | |
| Symt Dzgyhvgvykndj Tdvyg Pllg P | WDCXPH | Foreign Large Blend | 14.31% | 3.20% | 7.02% | |
| Hhld Qrrwdpw Yvlwk Chz Ktpkdb Wrs Hkrh FGHH | GKCTX | 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.