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 | 14.25% | 3.52% | 7.30% | |
| XNP Ttqyxz NsxWnf Pphkq Nt | TGBQDJ | Mid-Cap Blend | 24.17% | 4.65% | 11.02% | |
| SDL Jkqhrn V&J 641 Jdtjjygc | GWWYX | Large Blend | 28.88% | 9.57% | 14.47% | |
| YZF Wgzydy Stcsq Nml Yhjkj Pwhtb | VZHV | Small Blend | 21.82% | 0.82% | 8.38% | |
| Sjsdqfpp Vgtfr Xjw Nybkx G | TNLLQ | Large Blend | 28.91% | 9.65% | 14.53% | |
| Ywftfbnl Rwy Xyz Ggzxd | KPDZR | Mid-Cap Blend | 24.33% | 4.72% | 11.06% | |
| Zlvkthml Mblxc Hnh Jkfzf NL | JHZHWK | Small Blend | 18.80% | 0.75% | 8.68% | |
| CQR Pxdcmc 447 Ztvcl | CHFTM | Large Blend | 29.19% | 9.84% | 14.72% | |
| MWV P&V 145 Sdrqc BFR | LDHPD | Large Blend | 29.16% | 9.80% | 14.71% | |
| Hhfplqm Wwyqhbnxrxrgs Hhkbl Svryz | XPDK | Foreign Large Blend | 14.51% | 3.53% | 7.32% | |
| Knmfgmc D&P 223® Nmzkf Kksplqlp | TMGFN | Large Blend | 30.20% | 9.43% | 14.30% | |
| Ysxkxhd M&Q Nrj Ztf 187® Wpbsj | TPSN | Mid-Cap Blend | 23.93% | 4.56% | 10.94% | |
| Yrhcpds L&V Ndv Xgt 161® Sdwwj ZTGD | GJNWX | Mid-Cap Blend | 25.61% | 4.86% | 11.05% | |
| Qvmszxs H&M XvfcwCrq 121® Jclsn Sgv | SHZVRY | Small Blend | 18.49% | 0.62% | 8.59% | |
| Xspwpyl M&C GmftvDvk 563® Sdyf | ZKKDKC | Small Blend | 18.14% | 0.34% | 8.34% | |
| Bkgxqdmy 153 Scxxhxhh | KHPQR | Large Blend | 29.50% | 10.10% | 15.03% | |
| Qtbglkqj Qjjthbcy Kjxjrxg Vlrx | PHRYR | Diversified Emerging Mkts | 14.51% | −3.43% | 4.41% | |
| Xycfmhmd Ngxttfrg Gmbxpg Pmvfcjwc | LRZYFC | Mid-Cap Blend | 29.90% | 0.36% | 9.48% | |
| Vwpbbjfd Nncl 552 Fn | CFKJX | Large Blend | 29.48% | 10.12% | 15.05% | |
| Qjxzjzyn Ljjb Xlbqsbcbvclgg Drwlfc | QFBPD | Foreign Large Blend | 14.82% | 1.77% | 6.75% | |
| Tbjvqnml Wync Mqv Rmt Hrncg | LRRSJ | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Wtfsvrjz Vmvg Cyqhj Xcg Xwgpl | KPTDF | Small Blend | 20.03% | −0.54% | 7.98% | |
| Wscxjncw Rtzhgl qt TM Brmwnp | LGWHWZ | Foreign Large Blend | 15.04% | 1.95% | 7.01% | |
| Qhwpltty Hnyvvvczmjdsv Tdn | BLVF | Foreign Large Blend | 15.16% | 4.17% | 7.95% | |
| Kgxytymb Fngv Dqqywdpvbmjcpw Ncy | FXDQ | Foreign Large Blend | 13.36% | 0.64% | 6.60% | |
| Jclnpxgg Xgqkv Rhg Cpsvyj Vdn | GDHQM | Large Growth | 37.32% | 12.02% | 18.53% | |
| Wjxygtyj Tdcmx Zzp Vhbqj Fnlgl | QSMP | Large Value | 21.26% | 5.99% | 10.14% | |
| Ksfcdpbf Wpv Wkw Myxcwf Znwrvxs | XMQBQD | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Hktcbxjq Lbn Kpw Zhqwd | KSWYQL | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Bbmfktxh Gdp Wkt Lrvhg Wfyph | BFLRRT | Mid-Cap Value | 22.33% | 4.35% | — | |
| Bzcvddzw Gymwxc Xdtctdwgq Gvzg | GCSF | Large Growth | 34.90% | 8.71% | 17.41% | |
| Myzdtcld BTX Vl Csjl Cs Dpy Yqtqd | VKVK | Diversified Emerging Mkts | 12.83% | 2.95% | 5.51% | |
| Vbgkgwpr JRZ Qlbrvpsp Nkchxww Pv | LVYGCT | Diversified Emerging Mkts | 14.36% | −3.51% | 4.26% | |
| Ltydgjlz TNS Bpmfcjbr Yskm Brx Fn | ZSJMXH | Diversified Emerging Mkts | 23.17% | 2.69% | — | |
| Rcfbxmfs PLS Nsdrqxbdtmdzp Rx | GRKYC | Foreign Large Blend | 15.14% | 4.15% | 7.93% | |
| Jdjblybn CLB Zwytzcfcpsghk Zsn Xyp | RPWXT | Foreign Large Growth | 22.65% | 5.60% | — | |
| Ggjfyklv CDC Jlnthvjgvrpdp Mxg Xbvr | HBKFRQ | Foreign Large Growth | 13.59% | 4.31% | — | |
| Psrztndt MWB Prtbbwycsjzjj Ff Hn Kgbjf | DWJDY | Foreign Small/Mid Blend | — | 9.74% | — | — |
| Bndwgqph XBK Rqfnmmrfpkqdn Mxvcj Rdytx | JFJJNY | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
| Cbjkkhws MFJ Htzw Gpc Ssrtymw N | QZQRD | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
| Yykjmthv NNM Rtdzj Dslmb Mbzd | ZPKZW | Japan Stock | — | 16.02% | — | — |
| Fpcmtlbq DZB Psywl-Bjy Qbp 269 Czjq | BKVRBR | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Zmfwvmfl ZLM JP Bgbpp Hgv Bnvt | FLYBN | Large Blend | 29.45% | 10.08% | 15.00% | |
| Jhnszpgx LXX PD GkgLnmrfwjnxj Fbq | BSHJW | Large Blend | 19.07% | 7.82% | 10.82% | |
| Yrcdtcld BKW XT Kkkgzcrs Ypl | JPFWH | Large Growth | 41.39% | 11.48% | 15.21% | |
| Brtbnlkp RBY JN Cjrbxwd Hw | XCBB | Large Growth | 30.47% | 12.09% | 16.32% | |
| Kpnpfvjx YGP DH Gzvrb Wvwxh | DGCC | Large Value | 25.79% | 7.86% | 11.34% | |
| Qfshmkcr Bbmqzk Shbvbzwjmzsdm Nt | QZRMZ | Foreign Large Blend | 15.19% | 4.09% | 7.86% | |
| Gydnwqrk Vfbpjc Xgsyl Kqw Qmxzc Bs | YQJKF | Large Value | 21.30% | 6.05% | 10.20% | |
| Jnhrxknw Xrcxcn Sjnfd Ng Nqlcm Nzmmr | MWSDZ | Large Growth | 37.38% | 12.06% | 18.54% |
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.