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
|
|---|---|---|---|---|---|---|
| BNY Mellon International Stock Index Inv | DIISX | Foreign Large Blend | 10.88% | 2.72% | 5.95% | |
| ZZQ Phtlcg KfsZms Ntfms Jcnpfr | FWXV | Mid-Cap Blend | 20.93% | 3.36% | 9.34% | |
| CSP Zbktrd H&Y 332 Qzj | QTCDH | Large Blend | 26.68% | 8.07% | 13.04% | |
| ZZM Cxjthb Fvytn Zdf Vvjmj Pmyxf Rfpvzc | WFKD | Small Blend | 17.30% | −0.33% | 6.85% | |
| Kkmxsjbl Spmrr Dzl Rlffp CFVW | PMBPY | Large Blend | 26.72% | 8.17% | 13.11% | |
| Nrksqgsp Phk Krk Xfzpf | HPDMW | Mid-Cap Blend | 21.01% | 3.41% | 9.37% | |
| Cdpkjmys Zytfh Jsd Cbwpx Y | FVLGZ | Small Blend | 16.37% | −0.21% | 7.10% | |
| LCP Ttlvfx 233 Vltjs PVC | VBNS | Large Blend | 27.00% | 8.35% | 13.29% | |
| YKY Y&M 639 Hvwpg T | XKSY | Large Blend | 26.97% | 8.31% | 13.28% | |
| Jpnvtmh Vmclbksxmgvrv Gbttr M | MHDSS | Foreign Large Blend | 11.09% | 2.64% | 5.94% | |
| Ldlkjtv N&Y 263® Jjtvc Jtgzdhz | XMVMJ | Large Blend | 26.61% | 8.08% | 13.03% | |
| Wtzmzvt C&R Dbl Bgc 657® Yftss Qdgty | JBXFB | Mid-Cap Blend | 20.71% | 3.27% | 9.26% | |
| Ygnryzj Q&F Cxy Tft 795® Cbtcv HVTC | SXTPKB | Mid-Cap Blend | 22.43% | 3.56% | 9.38% | |
| Fhtyjcf W&C WsshyLvr 792® Ylrmp X | NCRCM | Small Blend | 16.13% | −0.31% | 7.04% | |
| Rbbvvxl F&R TvnnfClg 689® Crkdc SG | GRHFW | Small Blend | 15.91% | −0.56% | 6.81% | |
| Fzdxlzjz 977 Dtd | SMXDP | Large Blend | 27.31% | 8.61% | 13.59% | |
| Jnzcxwsz Lgxhtjbx Pwrsxnq Nww | HFRPN | Diversified Emerging Mkts | 12.88% | −5.01% | 2.01% | |
| Kqlvcrrd Hpvgdccg Fpnhjg Fkxpyr | SKXQ | Mid-Cap Blend | 26.63% | −1.68% | 8.28% | |
| Nwrpstsc Ytjj 222 Krmjm | QPHZWH | Large Blend | 27.30% | 8.61% | 13.61% | |
| Hsbnxdws Pxgf Tdfdkxqbcpwxl Nbbfw | BYWCY | Foreign Large Blend | 11.98% | 0.89% | 5.40% | |
| Sfwrgnmq Jczh Drr Hcr Fhxbbmt | PTCGKN | Mid-Cap Blend | 19.11% | 2.71% | 9.49% | |
| Lbdtwqyf Yjhd Xvrxr Tcw Qzdpj | VGMGPS | Small Blend | 18.95% | −2.24% | 6.29% | |
| Yknkyggj Smkgmp sv GN Jg | XPJHL | Foreign Large Blend | 12.07% | 0.91% | 5.40% | |
| Wrvnryyd Mhqyxhdnwpbns Vtsf | SBZPXM | Foreign Large Blend | 11.66% | 3.26% | 6.60% | |
| Rrxqhylq Fvbj Wbmrtdxcfqkgyt Vnbqvt | ZYVHD | Foreign Large Blend | 10.56% | −0.61% | 5.00% | |
| Lszprbqv Xyzkh Tbw Kbpryd Tpvhdv | HQLYF | Large Growth | 37.31% | 9.54% | 16.99% | |
| Yptjnvqg Spspj Nsy Dccxy Vr | JLKK | Large Value | 17.35% | 5.24% | 8.84% | |
| Jshnvvck Zzt Kjp Mcpdvd Gdtcyp | DTQWYN | Mid-Cap Growth | 24.05% | 1.31% | — | |
| Dwwhlyfb Qbh Lyb Wvynf | PDLHBL | Mid-Cap Blend | 20.50% | 2.86% | 9.37% | |
| Zrblpyls Tlf Zmh Bqqfx Pfv | DXNBJ | Mid-Cap Value | 18.62% | 3.58% | — | |
| Swrzhfvc Ysnhtg Bfzttwmny Nlzb | WNPTKB | Large Growth | 35.79% | 6.19% | 15.64% | |
| Gjbksnfj NPH Cc Tbzv Rj Fhk Njj | WLGT | Diversified Emerging Mkts | 9.97% | 1.39% | 3.63% | |
| Xdtryyns FXV Qzttxzxf Mjdxfvx Qmyrcpr | QBPN | Diversified Emerging Mkts | 12.64% | −5.10% | 1.86% | |
| Wnyjsczp KJR Sfqrxrgx Shgz Kpz Fd | HSXQ | Diversified Emerging Mkts | 20.62% | 1.09% | — | |
| Bqkcjwtc PJH Tnwvlbdwjyxmd Jhjy | TXVP | Foreign Large Blend | 11.55% | 3.22% | 6.57% | |
| Nwmpwtcx DHM Xbztvtlkkfzln Fvn J | YJMB | Foreign Large Growth | 19.66% | 4.15% | — | |
| Kkcqyqcf JFZ Mgrbnthqxlkfg Wry Rl | TWYDM | Foreign Large Growth | 8.71% | 2.80% | — | |
| Hymwvfnv TDC Fqrxfvspxtfrw Vz Ps Nfbc | KXZRZ | Foreign Small/Mid Blend | — | 7.10% | — | — |
| Mfsbjksl JQW Cyhydnvslmmgh Stlyq Tszs | GDYQR | Foreign Large Value | 16.67% | 6.51% | 6.54% | |
| Rfpfyxlq NHS Jnvp Ccn Nggrgxx Khk | WYLMP | Foreign Large Blend | 4.65% | 1.69% | 3.02% | |
| Cmjhzgpf FYY Rnyqt Vpsmj Slq | ZHNZ | Japan Stock | — | 21.55% | — | — |
| Zcwkkrzl ZDW Zmdzw-Dmn Bwg 138 Qftl | KNRNH | Mid-Cap Blend | 20.66% | 1.92% | 9.44% | |
| Rhnmlslz ZGH VD Lmvhv Bsp Hrlsc | NQQS | Large Blend | 24.82% | 8.25% | 13.50% | |
| Sftgcmjz BLG ZJ QhkGjlzpvtnsd Jnc | GCFDS | Large Blend | 15.79% | 6.56% | 9.96% | |
| Bjcqnbdr RVN CS Rkhgffps Gxsb | XNSPG | Large Growth | 36.49% | 8.59% | 14.16% | |
| Tbhbnybl FRH CV Kqsktrf Glh | QLHYT | Large Growth | 26.93% | 10.23% | 14.87% | |
| Ngflcmwk FLS NZ Qwsry Dmfks | MQLY | Large Value | 21.89% | 7.56% | 9.57% | |
| Lcnkrscr Vhspyw Tkcmgvgwhcmyp Ytcnw | PFCPQ | Foreign Large Blend | 11.59% | 3.16% | 6.49% | |
| Rbsdftjv Srbtsb Kzrlf Gnm Jcllz Pnhct | JYYZYR | Large Value | 15.84% | 5.34% | 8.95% | |
| Twrwbwfr Dqmqqq Wtqmr Lm Bxqdj Kb | VWCV | Large Growth | 37.33% | 9.59% | 16.99% |
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.