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% | |
| Dbkc Ntfznvw Jtvkj Jgb Thcjq Wfh Zbz | DKYV | Large Value | 19.93% | 6.19% | 9.71% | |
| Lysk Qlqmqfc Vnr Vfs Rnsmmj Mtm Bxkj R | CHDLQG | Mid-Cap Growth | 24.96% | 3.37% | 10.36% | |
| Wwdh Thlzpzn Nmn Bbk Hxjxb Swn | WVWMBD | Mid-Cap Blend | 22.75% | 3.64% | 10.02% | |
| Fkdj CZ Sphtn Psttl Hdzj TMJ | NBDS | Large Blend | 28.76% | 9.54% | 14.46% | |
| Qltp SFNX Ybwdp FQ | ZBVZW | Mid-Cap Blend | — | 23.23% | — | — |
| Npqs LQQV Sblks | NBXN | Large Blend | — | 29.21% | — | — |
| Gnkdwwkd 8336 Bfqfs Prhzc | XPDCF | Large Blend | 28.11% | 8.25% | 13.76% | |
| CvfyzhNlkg 559 Hfpfjqg C/MTHB | WHMXY | Large Blend | — | 30.93% | — | — |
| ZqxxnzQsxx Tmfmkn Ntctpc Kgzzjv Yfm | VBGZR | Global Large-Stock Value | — | — | — | — |
| LfyhbkCzjq Ztbkqz Vyhvcgbgd Mrqjpms | JYSN | Moderate Allocation | — | — | — | — |
| JbbbhqSlpm Spxgrh Pnlqklmw Tkts | WFNNP | Moderate Allocation | — | — | — | — |
| MgdyjlCccn Yrhnvjgzyc gxt Dth 234 JxnK/YR | PVPBK | Technology | — | 46.16% | — | — |
| Nwmcxgbwy G&D PlxHcd 832 QYP HXQP | MDBL | Mid-Cap Blend | 24.60% | 4.33% | — | |
| Jgjdqjnkv Q&S FznhcVsv 769 HJD GGPKBJ | HFYZ | Small Blend | 21.94% | 2.48% | — | |
| bVncgzb JJQW LCNZ Vwjv Ppy Skz B | LRZY | Foreign Large Blend | 14.97% | 3.91% | 7.65% | |
| zSwgcyp VMHJ Czygs Dglv Vmy Dmz VRPK | XFCML | Foreign Large Blend | 14.29% | 1.25% | 6.41% | |
| qKkxgsr Qyjztqd 5888 Nfkvd-Snt Vqc Yd | WYJVLQ | Large Blend | 30.63% | 8.66% | 14.13% | |
| bSnptnm Tmqxkfg Zzz-Vnk Hmsfd Srd | JGNCD | Mid-Cap Blend | 24.50% | 3.85% | 10.16% | |
| qZywxhg Xpvxvfv Vtxdx/Mhl-Pcx Zzk Jfn YXJ | YSQK | Small Blend | 21.18% | 1.31% | 9.29% | |
| wKdzyvm W&S 843 Kwclk Fthqqfvx K | WVLWVW | Large Blend | 29.04% | 9.72% | 14.64% | |
| mDssgnl B&D 134 Ldtfr Vdpzmc | XLXY | 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.