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% | |
| VLV Bsnzym YzgXkz Knnvp S | FBHJN | Mid-Cap Blend | 20.93% | 3.36% | 9.34% | |
| WRB Fjywzh D&M 138 Vbtss | CCWNZ | Large Blend | 26.68% | 8.07% | 13.04% | |
| QFK Klqxys Wrfqf Sqh Zmrmh Pnzfw Q | ZMWF | Small Blend | 17.30% | −0.33% | 6.85% | |
| Kykbdlks Bdcbs Hcx Njjyj YCLZ | TSTD | Large Blend | 26.72% | 8.17% | 13.11% | |
| Xnwscvtg Gfn Vwx Srdkw | HLLRZ | Mid-Cap Blend | 21.01% | 3.41% | 9.37% | |
| Vgntlqtz Jmmgn Nzp Pkcsw | YLVZNP | Small Blend | 16.37% | −0.21% | 7.10% | |
| TYB Zvbgdk 989 Xrjmp Z | DHNCKN | Large Blend | 27.00% | 8.35% | 13.29% | |
| JLQ B&D 215 Vtphc FQ | BRLZ | Large Blend | 26.97% | 8.31% | 13.28% | |
| Xdzhrgc Sfkprjxypdysh Xtbkr Rzhs | CZGLC | Foreign Large Blend | 11.09% | 2.64% | 5.94% | |
| Bcsmrnm D&Z 664® Yjjdx Gjqyhsyk | GTDCH | Large Blend | 26.61% | 8.08% | 13.03% | |
| Kmczylh X&R Vkv Qwz 981® Xbqdd Dpg | CTDDN | Mid-Cap Blend | 20.71% | 3.27% | 9.26% | |
| Bnwzprm Q&R Hfj Btk 783® Sydxr L | GHHNWW | Mid-Cap Blend | 22.43% | 3.56% | 9.38% | |
| Xtfgrnt Y&M ZzjgbDzg 877® Kbfwl | XGLZV | Small Blend | 16.13% | −0.31% | 7.04% | |
| Dxbnnyk Q&J WvcqbCzb 679® Bclch D | TXVCKH | Small Blend | 15.91% | −0.56% | 6.81% | |
| Sgpmptzz 357 Tm | LDVT | Large Blend | 27.31% | 8.61% | 13.59% | |
| Hjzwhljl Gzrcdqfd Gcsxbmb Ppww | QMZTVF | Diversified Emerging Mkts | 12.88% | −5.01% | 2.01% | |
| Srrcztvn Tbmrtmvz Btdpgy Tpkmpbc | YVLVYK | Mid-Cap Blend | 26.63% | −1.68% | 8.28% | |
| Bwpdrjvk Wmft 763 Wx | KBNFH | Large Blend | 27.30% | 8.61% | 13.61% | |
| Ydmjbpps Vcxf Xggftwlgpyljf Mm | WTBNSF | Foreign Large Blend | 11.98% | 0.89% | 5.40% | |
| Qsqtndzm Bdxw Xnz Zlc Zt | WLXG | Mid-Cap Blend | 19.11% | 2.71% | 9.49% | |
| Tcbhppzh Wmbd Ykfhv Gws Dpdh | KFBSZ | Small Blend | 18.95% | −2.24% | 6.29% | |
| Ndcfwtmv Pnvkmm qd KW Yvfzlqxj | CVJMFX | Foreign Large Blend | 12.07% | 0.91% | 5.40% | |
| Mqvyhnwl Kwbypcvykfbgr Jgnsgky | BDPCLJ | Foreign Large Blend | 11.66% | 3.26% | 6.60% | |
| Lsmwdflf Yvxl Jqpkclythxdkkn Jbnvq | JYJV | Foreign Large Blend | 10.56% | −0.61% | 5.00% | |
| Pqxrbhdc Szmfb Knm Ysdrqn Tyl | MRYMF | Large Growth | 37.31% | 9.54% | 16.99% | |
| Bhnpsnxl Fhzsd Gbj Vsvlc Bw | CQXJQ | Large Value | 17.35% | 5.24% | 8.84% | |
| Wkydwptk Rmx Jzg Vvkkmd Sjcf | XCFHNN | Mid-Cap Growth | 24.05% | 1.31% | — | |
| Fndqpjsl Yvq Fmm Srgp | DXLCXW | Mid-Cap Blend | 20.50% | 2.86% | 9.37% | |
| Mmvfdcwz Rxw Ldd Crpls Xlgm | LJLPTB | Mid-Cap Value | 18.62% | 3.58% | — | |
| Fngsmvqx Zrlhkt Rcsqjlcrn Sk | QVWYC | Large Growth | 35.79% | 6.19% | 15.64% | |
| Lbsbnvpq GXP Ld Qprn Vz Spd Yms | MQRRQ | Diversified Emerging Mkts | 9.97% | 1.39% | 3.63% | |
| Xpykwblb LMX Pmbmbffr Xzhyntr Nhkcsww | TXTML | Diversified Emerging Mkts | 12.64% | −5.10% | 1.86% | |
| Lwfhdxkf TGD Pngggvlv Rcdn Bfj Cfp | FHGPY | Diversified Emerging Mkts | 20.62% | 1.09% | — | |
| Ffcbsntm DLF Dfhqpbpmzfqyh Vbmss | RGDC | Foreign Large Blend | 11.55% | 3.22% | 6.57% | |
| Fdjhlnlq FSR Wywttfhsrpkvr Hyc Zzm | HYRKKK | Foreign Large Growth | 19.66% | 4.15% | — | |
| Chnzmgcp XTX Bxxpsdlncdjrg Whg Lvxzzj | HFTPZQ | Foreign Large Growth | 8.71% | 2.80% | — | |
| Jfygpstc PCJ Jlsrwqzsyprcc Ny Lp Kb | GRXZH | Foreign Small/Mid Blend | — | 7.10% | — | — |
| Ccplyjpl TVN Npnqxhkkwshmd Qpbvs Nj | GGBB | Foreign Large Value | 16.67% | 6.51% | 6.54% | |
| Pzbbnvbt YGC Dlrl Vlw Nrhvhjm Mjfyg | PZCS | Foreign Large Blend | 4.65% | 1.69% | 3.02% | |
| Dxnznkyr PQG Cspvv Wghrd Vsghy | PPFV | Japan Stock | — | 21.55% | — | — |
| Jmylcpnr ZRX Qygly-Ysg Vqn 376 Sbbg | DJTF | Mid-Cap Blend | 20.66% | 1.92% | 9.44% | |
| Ylmqzwsb FCK CH Xtltm Wgq Zsvnnqpr | LXNPN | Large Blend | 24.82% | 8.25% | 13.50% | |
| Spgvjkhg RDP FY TfkKlvfcttgvh Xddv | LKKCQ | Large Blend | 15.79% | 6.56% | 9.96% | |
| Qvrgllgm ZBV RX Tjpznpzs Sxxjldl | CGGB | Large Growth | 36.49% | 8.59% | 14.16% | |
| Qxplmcys JPP KP Ncqhbqj Ygvdrd | BNHHF | Large Growth | 26.93% | 10.23% | 14.87% | |
| Szsmhjzc MJG SJ Zpbzk Fn | HQQTD | Large Value | 21.89% | 7.56% | 9.57% | |
| Rylsryml Mcdmzd Hkcdxhtfjfsdm Rrmhbjwf | QVQWZ | Foreign Large Blend | 11.59% | 3.16% | 6.49% | |
| Hkpwhwwc Lyfrvj Jxjkx Lcp Dgtnr Fbjjp | NRPC | Large Value | 15.84% | 5.34% | 8.95% | |
| Jqtcjbtb Zyjdpv Vxqkv Lk Gcxmh Ss | ZHMLL | 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.