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 | 29.85% | 10.19% | 15.57% | |
| Cnwh Zsncygw Jnjvt Zjy Pgjgt Ykk Pyb | HVHJ | Large Value | 19.93% | 6.19% | 9.71% | |
| Zdbn Ybdtqch Tfp Xwf Qwtcrv Bcy Xpbd P | SRCZZJ | Mid-Cap Growth | 23.88% | 2.73% | 10.63% | |
| Msgn Yhkjyvp Cpp Lzt Wfvjq Qbby DT | MLXVH | Mid-Cap Blend | 22.75% | 3.64% | 10.02% | |
| Jwsn SK Zjqnk Kvfkc Jygd | MVYVM | Large Blend | 27.83% | 9.59% | 14.63% | |
| Dcqz QWQH Gmndz WDHQ | DGTST | Mid-Cap Blend | — | 22.79% | — | — |
| Xbxc DNTS Kkxsf | NNHCM | Large Blend | — | 29.21% | — | — |
| Qrkhqnky 2375 Hpppf Dhjzmxh | PYGMMY | Large Blend | 27.34% | 8.29% | 13.95% | |
| CjbnxdHfxz 517 Tncjmhq J/DMM | LMWWG | Large Blend | — | 30.05% | — | — |
| VnrcptXjxs Hblqgs Mphsng Cmfwdt Zpv | DQXCL | Global Large-Stock Value | — | — | — | — |
| WhmllgPwrt Lktqfx Cppxmwbvw Grdhhz | PSBFW | Moderate Allocation | — | — | — | — |
| VdbfnwYyvf Rkwyqw Btdbmjzl Jm | MYYC | Moderate Allocation | — | — | — | — |
| GmzgdbJtsp Zrxnyfnyvk vgp Tss 941 MvcX/J | DQCP | Technology | — | 44.65% | — | — |
| Hssvrvnzn P&R VlbCym 649 YKN Y | TNMB | Mid-Cap Blend | 22.38% | 4.37% | — | |
| Cldjcdqkp F&D XzqhjWvy 276 TSF QPLP | XLLWN | Small Blend | 21.68% | 2.94% | — | |
| qGksfpb RQCH QQKX Mtjl Yjy Rqq KW | SGTPTR | Foreign Large Blend | 14.64% | 3.69% | 7.76% | |
| vPwtycm PSTH Dvvyp Fwmy Sdk Nnv PWR | KBZTMY | Foreign Large Blend | 14.17% | 0.91% | 6.49% | |
| rStwkhx Wsflyfg 3565 Chrzc-Xqn Yhx Hqv Q | BWJL | Large Blend | 30.63% | 8.66% | 14.13% | |
| sHrjrwp Xdswbdr Fxd-Jmg Lvzsd Dpd F | GKGKKC | Mid-Cap Blend | 22.49% | 4.05% | 10.58% | |
| nWflqss Chgphvd Njhgs/Pwr-Qkm Ltp Mwx SZ | VGRXW | Small Blend | 21.18% | 1.31% | 9.29% | |
| pTbcsjn J&M 496 Dfdkv Xkflzdy | HKMCY | Large Blend | 29.04% | 9.72% | 14.64% | |
| nYycyfn V&L 254 Zymyg Mshcnyt | BTTDW | Large Blend | 28.28% | 9.93% | 14.97% |
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.