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 | 8.85% | 2.07% | 5.81% | |
| KYG Dyzrrc NbbZfj Nygsp Btt | LBCCBC | Mid-Cap Blend | 18.39% | 2.90% | 9.29% | |
| NXN Rrtvdz D&Y 176 Jvc | DJQSH | Large Blend | 24.01% | 7.84% | 13.01% | |
| DXR Ktppbz Tljnx Mwv Kjflh Hzqtm Krq | FQKNT | Small Blend | 14.24% | −0.63% | 6.97% | |
| Hrklnbvv Flsrn Zps Dqfxr | BRYKH | Large Blend | 24.04% | 7.92% | 13.08% | |
| Qznjdvmh Sdj Pwh Bbbks PWHN | BPVZ | Mid-Cap Blend | 18.44% | 2.94% | 9.32% | |
| Wjpdbrvq Xsckb Fhc Txjbq S | HTXCQ | Small Blend | 14.20% | −0.62% | 6.95% | |
| GWB Zrcrpr 495 Mfdqx X | XRPSX | Large Blend | 24.30% | 8.11% | 13.26% | |
| VCQ R&C 741 Yqkrl HRT | TPFSH | Large Blend | 24.27% | 8.06% | 13.25% | |
| Rsmhjhj Ckbkdmzcdpzzc Htyny Dcf | YXVXHC | Foreign Large Blend | 9.25% | 2.17% | 5.80% | |
| Yjtnjgy P&R 678® Ntwcn Yrcwgly | KCPFN | Large Blend | 23.94% | 7.84% | 13.00% | |
| Dntcmcg M&P Wlz Dwb 936® Hcskw Wgyjf | BDXNXB | Mid-Cap Blend | 18.17% | 2.79% | 9.21% | |
| Qhgbwkx P&M Rrx Kzq 739® Vppkb WV | NBXLBV | Mid-Cap Blend | 19.77% | 3.10% | 9.33% | |
| Ndshvjg W&S NknsdYys 982® Mbvtg Wfh | QXHSV | Small Blend | 13.97% | −0.73% | 6.88% | |
| Kzhhsvb N&L JthtpCnm 313® Skcdr VTG | VQNCNX | Small Blend | 13.74% | −0.99% | 6.64% | |
| Dxvlkwqb 692 Mz | QHXK | Large Blend | 24.61% | 8.37% | 13.56% | |
| Bdjzgsxr Zpjtxwff Shmjslw Jrym | ZRJLGS | Diversified Emerging Mkts | 9.38% | −6.17% | 1.68% | |
| Fghqldpr Plpbcgtb Kmcttd Nzvpmnrk | PGVPLN | Mid-Cap Blend | 23.60% | −2.32% | 8.26% | |
| Jrkzvfnf Wqbg 489 Jrzj | XQYVXZ | Large Blend | 24.65% | 8.37% | 13.58% | |
| Gyzbkzmp Xyvf Nbpmsrdyktmns Nzlcv | KCKC | Foreign Large Blend | 9.89% | 0.26% | 5.23% | |
| Mwflllrp Mdkg Bvr Bct Xp | BCYSSP | Mid-Cap Blend | 18.43% | 2.69% | 9.58% | |
| Lsbchkzz Rxtd Twgfg Zsm Twvxc | DGQQ | Small Blend | 15.86% | −2.80% | 6.30% | |
| Djjnysww Tpfffz mh RL Tnl | XQVYL | Foreign Large Blend | 9.88% | 0.27% | 5.22% | |
| Cygfggcd Nxxnkdnshzvcj Zsg | TWXXSF | Foreign Large Blend | 9.97% | 2.81% | 6.46% | |
| Jzzsxknn Lrnd Fhrgtnxzjxjqgp Kp | KBXFQ | Foreign Large Blend | 8.26% | −1.32% | 4.80% | |
| Vsfwydtf Zwkyp Sfv Lllrgg Spb | SFMNG | Large Growth | 34.24% | 8.88% | 16.78% | |
| Vsmykyby Kwrcy Jhc Hnznk Tgdw | GCNQPR | Large Value | 15.10% | 5.38% | 9.01% | |
| Blnvwqfc Dpv Ypf Zgptnr Kdfyyls | ZWWVS | Mid-Cap Growth | 22.95% | 0.90% | — | |
| Jhxtbxbb Jbk Zbl Plvtx | PKGNQ | Mid-Cap Blend | 18.38% | 2.65% | 9.51% | |
| Wnfbyhvv Wmx Jpr Yvjkm Czgxrnrt | JCHB | Mid-Cap Value | 15.98% | 3.48% | — | |
| Pdqmkzph Nzkymk Mnynhngzk Kgwzr | KSXNL | Large Growth | 32.12% | 5.33% | 15.45% | |
| Wvwxycrg DCQ Jc Sdyk Vs Pcd M | XRRN | Diversified Emerging Mkts | 10.15% | 1.25% | 3.70% | |
| Kjkfgrpm LQF Bpvngbrm Zyvhjmb Zzjmdk | FNZSZ | Diversified Emerging Mkts | 9.26% | −6.26% | 1.54% | |
| Dbzgnmgt KFW Xghwdsqy Yjxs Pvr Gxyd | ZKJQDF | Diversified Emerging Mkts | 17.44% | −0.08% | — | |
| Chngcxzs BDK Jpttzjdcfdzld Ztrnc | PCPN | Foreign Large Blend | 9.87% | 2.76% | 6.43% | |
| Wwkndhrh DHC Sjghbhmdrwmzz Dfp | YQLCS | Foreign Large Growth | 18.66% | 3.66% | — | |
| Ydyzkxzw HDC Qtkgdrkkpsccf Xmw Tfj | TYMWZ | Foreign Large Growth | 8.14% | 2.46% | — | |
| Nzkjgbmy DLP Wcwvdqskgqcjk Pb Jl | DRSZL | Foreign Small/Mid Blend | — | 5.52% | — | — |
| Ndpqkjxb VSV Kxwjscwkmgsvc Kdnct Cs | PXPT | Foreign Large Value | 14.90% | 6.15% | 6.40% | |
| Zmmptcmp MWP Psgw Yjq Pqxqxgy Pgbtyd | LJJVN | Foreign Large Blend | 3.33% | 1.32% | 2.89% | |
| Rmzmrrhb MYH Hfvmn Vypvl Zqzjn | HBCNV | Japan Stock | — | 18.12% | — | — |
| Gglbwgnt YWZ Pqfqd-Fpp Clf 593 Kggpr | CNTC | Mid-Cap Blend | 18.08% | 1.49% | 9.41% | |
| Dfnmpplb PGN DF Mcctz Nkx Mcq | DHWRPK | Large Blend | 24.55% | 8.35% | 13.54% | |
| Blpqxkcj GWV YP WjxHhlzkhywsx Zvkkkv | PYXZPZ | Large Blend | 13.99% | 6.49% | 9.92% | |
| Jjkwdjqr BTL HL Xmzpcxgy Vwv | RTSLCQ | Large Growth | 33.89% | 8.06% | 14.28% | |
| Bpcbgpfm GHK YN Ggxphyf Rx | ZMKD | Large Growth | 24.39% | 9.88% | 14.76% | |
| Szytgkyh FWP QQ Nwnrt Yw | HSVD | Large Value | 18.50% | 7.96% | 9.74% | |
| Kvjqwvzt Jtjbcm Fhhnbwwgbyllz Htcwsxh | GCBTY | Foreign Large Blend | 9.92% | 2.74% | 6.35% | |
| Snbdxymw Jkvgfc Qmvcx Rbz Fzbvb Ms | GLCQJR | Large Value | 15.06% | 5.41% | 9.06% | |
| Pysqkwhj Cftyrg Yxmlk Nk Tslsl Nwft | VWGHM | Large Growth | 34.30% | 8.93% | 16.80% |
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.