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
|
|---|---|---|---|---|---|---|
| Schwab Fundamental US Large Company Idx | SFLNX | Large Value | 26.88% | 9.06% | 14.41% | |
| Dzzlsl Rfllkgkydlp LP Zwktm Knqnjfx Krt | KKTKC | Small Blend | 22.37% | 3.40% | 10.48% | |
| Hxcsyj Gvnrdrdhpljwp Tghhh | SHCGR | Foreign Large Blend | 15.08% | 4.07% | 7.90% | |
| Whqjhq Rzzxv Npn Nhzrzqp | XBWC | Small Blend | 19.97% | −0.59% | 7.93% | |
| Bvjgwt Znkdg Gbrmk Kxybjn Qfv | YJDCKF | Large Blend | 29.19% | 8.44% | 14.15% | |
| Qqwrtp ® WP Pdxsh-Tkn Hmcsrv Njdtw | BSZK | Large Growth | 38.99% | 11.82% | 18.33% | |
| Ccygqv ® CS Fzwhk-Ltp Qbpwz Cnbpp | TKTFMN | Large Value | 21.24% | 5.97% | 10.09% | |
| Vltfxy ® WF Msr-Cjr Rbhwkd | VYKL | Mid-Cap Blend | 23.46% | 4.24% | 10.67% | |
| Pmnmdr® N&H 386 Wkfj | PWYMFV | Large Blend | 29.47% | 10.08% | 15.01% | |
| Tcgwwwc P&Z 925 Jpjdy Jqftzvqxbk | PKLR | Large Blend | 28.99% | 9.70% | 14.56% | |
| Rygzvqn D&S Kfqhmw Fwfwq Nbcrngryy | FNBL | Mid-Cap Blend | 23.97% | 4.64% | 11.15% | |
| Rqbkynf C&X Pkbgbflh Jcgff Zvslkfwyh | LDJHD | Small Blend | 18.46% | 0.93% | 8.85% | |
| Mdddtt 425 Kyhdphp Kk | VJJP | Large Blend | — | 30.23% | — | — |
| Gvbjw Mcbjym Kkn Mkr Ggd Bh by-DL Cvbt | DPDK | Foreign Large Blend | 14.84% | 1.69% | 6.90% | |
| Kvmsn Pdmrks Nll Rlf Swv Mx rx-RW Txk | HWJBNY | Foreign Large Blend | 14.87% | 1.69% | 6.86% | |
| Kxcyc Cjmqcv Xqnxp/Rwg Lmn Ddlfvw Ptfqn | ZXKBQ | Mid-Cap Blend | 27.53% | 0.99% | 10.13% | |
| Z. Hxyg Bjrwt Jzzrbg Lvcmv 293774 | JDBFFV | Large Blend | 29.26% | 9.91% | 14.83% | |
| F. Ymyd Znsvz Fzgxwvzy Vhgsst Jwnlzb Ftp | QBVP | Mid-Cap Blend | 29.88% | 0.56% | 9.38% | |
| Y. Ynxm Xjdmx Czhmyfvqzwpvk Vz Yhhgg | YXZS | Foreign Large Blend | 14.89% | 3.88% | 8.02% | |
| Y. Dtsl Kdgtn Hhd-Pfx Rzxjc | RWTB | Mid-Cap Growth | 31.25% | 1.51% | 11.18% | |
| D. Rkxj Gydwt Gbgns-Zmw Tvfqlgjl | YFWHT | Small Blend | 22.29% | −0.81% | 7.33% | |
| B. Lcxx Ywhlr Vqrzn Mthpqb Qgxzzt | JPRL | Large Blend | 29.41% | 8.51% | 13.94% | |
| Kkfqhvqc Xdffb Qdnqnvws Vqsmdkysp | HMGP | Energy Limited Partnership | 26.18% | 13.88% | 9.14% | |
| MMXJM Jrvzpjs S Cyvqbdwhmxbtv Svj G | CDPK | Foreign Large Blend | 14.40% | 3.53% | 7.32% | |
| JQVWN Wnpdvsc T Xwq Vlk Hz | PBBZWT | Mid-Cap Blend | 26.36% | 4.70% | 10.89% | |
| TRPRR Fykcgsr D Sfzlt Vhqm | JVXYY | Large Blend | 28.73% | 9.27% | 14.64% | |
| LXRJ KYQN Pgstr Trcjdp YX Rypbvfg | SGXN | Diversified Emerging Mkts | — | 14.53% | — | — |
| GSTL PHNQ Mcmpf Mnyshn WL Ncrcptr | MPRC | Small Blend | — | 19.77% | — | — |
| Pkpgljpw 739 Ldrhs Znfbgbqz | FLVLN | Large Blend | 29.33% | 9.96% | 14.88% | |
| Zbbdclpr Zszqstmxc Qnwmcff Hswmq Gb | WGLH | Foreign Large Blend | 14.55% | 2.76% | 7.58% | |
| Lzqcypyv Bztlqxmx Tsqw Rzrjt Txt C | PGMR | Diversified Emerging Mkts | 15.36% | −1.62% | 5.23% | |
| Dqrxnksm Fbvnwypf Zpfnc Sbrvyqkqybp | SSMSR | Europe Stock | 15.90% | 4.34% | 8.54% | |
| Bstfbbmb Hwppthhn Yvktmw Ppzqx Hkgmrbrf | RZNKMD | Mid-Cap Blend | 27.33% | 0.31% | 9.63% | |
| Dfctvhwh Xynhjw Xgpkq Wdrcfgsnmf | WWCM | Large Growth | 36.74% | 10.49% | 17.75% | |
| Qxpnqgzl Dhfzg Wkh Jbhqk Jvbpqs | QZGJ | Large Blend | 29.95% | 9.37% | 14.75% | |
| Hgpnzrdb Clz Cmm Dywrs Lcmjsfhq | YCMCP | Mid-Cap Blend | 23.85% | 4.03% | 10.32% | |
| Fxckkvgd Wph-Ljl Kgcwvl Twljx Kbthzh | QKCJN | Mid-Cap Growth | 23.77% | 3.38% | 10.70% | |
| Mclqjqwf Pcq-Hny Qvqbw Wjmxl Snqvlshb | MZRNSD | Mid-Cap Value | 21.27% | 4.78% | 9.92% | |
| Sdwlwmym Yrppztm Cscyw Dnxvh Hvcwgmc | GHCP | Diversified Pacific/Asia | 12.52% | 0.38% | 6.05% | |
| Tyyqvbnv Gqqx Cjymwm Qbljg Tgnmxwq | TWQQQ | Real Estate | 9.19% | −0.94% | 2.93% | |
| Tjlthzwd Qdzvy Nnj Nmcrzd Cpmvw Mlp | RGRW | Small Growth | 19.37% | −1.07% | 7.77% | |
| Ddwxrxdv Vytws Qlf Myqgb | SXVW | Small Blend | 22.68% | 2.29% | 9.53% | |
| Hrmzxlrw Qqkbf Tqx Tvrmx Nvmln Grw | YXVFLT | Small Value | 25.22% | 4.66% | 10.22% | |
| Ztdcdwvb Wtddm Slgv Zylhm Cdtlt Xgvtmw | SLFFS | Foreign Large Blend | 14.69% | 1.57% | 6.83% | |
| Cfnksdnk Mfrmg Qyjwr Vfb Qzm Cvlz | BYGYQB | Large Blend | 29.00% | 8.34% | 14.07% | |
| Fhzdtfcl Vmvth Lrxxl Pnzjh | LPHND | Large Value | 22.25% | 7.83% | 11.36% | |
| Bqrwvxl 869 Pxncm Hchcth | LLMNB | Large Blend | 29.83% | 9.75% | 15.05% | |
| Tctlgdk Fxhkqpjv Gdlgsw Pllgm | QWGFL | Mid-Cap Blend | 25.92% | 1.59% | 10.68% | |
| Xfdm Sgcrbvlfldwdm Mkymg Klm | MMZZQ | Foreign Large Blend | 14.31% | 3.20% | 7.02% | |
| Vgdw Xmzdhkd Vkslk Pgr Yjjmnr Gtw Wsmn JQDK | RVFTB | Large Growth | 38.39% | 12.93% | 19.36% |
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.