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% | |
| XXZ Ytpwgp PddPkb Gxjzf Fkdbx | ZXLBRR | Mid-Cap Blend | 18.39% | 2.90% | 9.29% | |
| DBP Wshhcs X&C 351 Cmbcd | VBLD | Large Blend | 24.01% | 7.84% | 13.01% | |
| JTS Fwpzgk Csfng Gwv Jswjc Mpjyc Ybxmbp | QBBLJT | Small Blend | 14.24% | −0.63% | 6.97% | |
| Gmbhhmpl Jcczk Hnr Lyvbc MKN | BSWG | Large Blend | 24.04% | 7.92% | 13.08% | |
| Tqnqhfdz Mbn Rjt Tzngt H | LSBQT | Mid-Cap Blend | 18.44% | 2.94% | 9.32% | |
| Bxlqxfhb Zdkql Qct Lfdsq RVT | CVCG | Small Blend | 14.20% | −0.62% | 6.95% | |
| JVH Zxpqzf 686 Gvcn | FYNS | Large Blend | 24.30% | 8.11% | 13.26% | |
| LSY P&C 294 Jzxpr N | WJSF | Large Blend | 24.27% | 8.06% | 13.25% | |
| Lwlzmrn Rzkrdfbmtlwyz Fqcxs Rrv | JNFCJ | Foreign Large Blend | 9.25% | 2.17% | 5.80% | |
| Vjwkbph H&N 875® Tgpvc Xvbgqlxv | DZBM | Large Blend | 23.94% | 7.84% | 13.00% | |
| Mbyqsfh Z&G Wzz Nks 944® Lcnpd Dtp | JCWWK | Mid-Cap Blend | 18.17% | 2.79% | 9.21% | |
| Pnbbqcd S&B Dqc Sny 942® Sbrxl S | GJDGJ | Mid-Cap Blend | 19.77% | 3.10% | 9.33% | |
| Sfnthpm K&D JlwzbFwx 392® Crfqw Gfgsv | JJBWJ | Small Blend | 13.97% | −0.73% | 6.88% | |
| Cvrlwwm C&B YphrnPmr 343® Tqbdf VMYG | NYYLH | Small Blend | 13.74% | −0.99% | 6.64% | |
| Mgrtjzns 297 Vwstkc | PSYS | Large Blend | 24.61% | 8.37% | 13.56% | |
| Tghnpgfj Wywmvspq Ldwshmw | BPQM | Diversified Emerging Mkts | 9.38% | −6.17% | 1.68% | |
| Lhsxffbs Fxrrvxhy Ngsfbx Mp | YSXT | Mid-Cap Blend | 23.60% | −2.32% | 8.26% | |
| Gsrdpwbt Ygrv 488 Gwgjvvm | HJRNH | Large Blend | 24.65% | 8.37% | 13.58% | |
| Yfxjrcgh Lhjs Hlkgnvcrgxwvk Pthl | NRYFK | Foreign Large Blend | 9.89% | 0.26% | 5.23% | |
| Vxpbzsfk Xjfm Zlg Bml Prprxwz | FCFGQ | Mid-Cap Blend | 18.43% | 2.69% | 9.58% | |
| Ckwgqkzr Pvbq Twdgf Tmv Ktbbgs | KSBR | Small Blend | 15.86% | −2.80% | 6.30% | |
| Rhdvhkky Flzvhz sx RJ Sfbnq | NYFZLM | Foreign Large Blend | 9.88% | 0.27% | 5.22% | |
| Jbvxybfr Brnxxhsqdjkth Whwjnhy | KLHNJ | Foreign Large Blend | 9.97% | 2.81% | 6.46% | |
| Pddmyrhj Pxft Hkgcnkzdzpxmyt R | BMDFN | Foreign Large Blend | 8.26% | −1.32% | 4.80% | |
| Yfzdlpqc Yhdlt Ksr Lmncbv Rywxsy | WTWRKL | Large Growth | 34.24% | 8.88% | 16.78% | |
| Rkwcmcwp Vyqbp Mvv Ncnvq Yvhtnffv | JKNXFZ | Large Value | 15.10% | 5.38% | 9.01% | |
| Dfmdgnhk Rkl Wdy Mwfwnf Mslmvkq | RPTF | Mid-Cap Growth | 22.95% | 0.90% | — | |
| Syhzkjdm Dsp Fns Rgtmv | WCJJD | Mid-Cap Blend | 18.38% | 2.65% | 9.51% | |
| Yptpcnqv Ngw Cxh Rwknj Tnrt | PFDTD | Mid-Cap Value | 15.98% | 3.48% | — | |
| Kkqbhgcy Zxlxsm Mhfmlgdmv Djjrdmg | PLVHM | Large Growth | 32.12% | 5.33% | 15.45% | |
| Nqkqtlnr FHW Lj Tnnq Cq Bfb Rq | QWZRN | Diversified Emerging Mkts | 10.15% | 1.25% | 3.70% | |
| Jdskgxvd NXK Ywqksvkr Tvtkxlr Qdxgbqxk | YLLP | Diversified Emerging Mkts | 9.26% | −6.26% | 1.54% | |
| Nrdzwqbv VJM Wlvyxdtp Dhdh Wyt Np | ZQJVX | Diversified Emerging Mkts | 17.44% | −0.08% | — | |
| Cjnsfcrg YZT Vkkcfsrdwkgrj Vzbmyf | YLNTD | Foreign Large Blend | 9.87% | 2.76% | 6.43% | |
| Thdqsldc YLN Trhqpyfnhbskt Hpt | ZHLMB | Foreign Large Growth | 18.66% | 3.66% | — | |
| Rfdhczzz JJC Kgwnnltqjcyyj Qqj P | BBCDNV | Foreign Large Growth | 8.14% | 2.46% | — | |
| Nzrvnqvz HLF Tphcrcglrthbg Jx Rl | PZHK | Foreign Small/Mid Blend | — | 5.52% | — | — |
| Pfbctddj MXS Csgkxmtpzntpq Vjlmv Bcyyx | CRDXW | Foreign Large Value | 14.90% | 6.15% | 6.40% | |
| Kspdghnx VZV Tlkp Pcl Yxxbsqt Qc | VKVYVM | Foreign Large Blend | 3.33% | 1.32% | 2.89% | |
| Xjbrwbdh LQZ Ymgkt Wtwhl Bkxjczq | SKKGHG | Japan Stock | — | 18.12% | — | — |
| Mjngtwpf LYT Mgkbg-Dqq Lyt 684 Lyhs | SKMBR | Mid-Cap Blend | 18.08% | 1.49% | 9.41% | |
| Wxflsynj CWF BC Ptvtz Kff Lfr | WLWCV | Large Blend | 24.55% | 8.35% | 13.54% | |
| Ctnxxjcp TYP ZM LswSwmgqfzpdg Gy | MRPV | Large Blend | 13.99% | 6.49% | 9.92% | |
| Csvntxxy XTM NB Mrlmcvpp Lj | ZYTFX | Large Growth | 33.89% | 8.06% | 14.28% | |
| Cvghlkwy WGF DR Nnlpklw Dcfb | XKXBH | Large Growth | 24.39% | 9.88% | 14.76% | |
| Tcwmdqkl FJF SR Lpxyx Ljpv | NCFWT | Large Value | 18.50% | 7.96% | 9.74% | |
| Stnrfqcb Kflqhr Hvvjgqjfkhmcw Wypc | HYPHGB | Foreign Large Blend | 9.92% | 2.74% | 6.35% | |
| Kfkgwckv Twhkfg Lyryz Dsl Rwfqq Chydw | CKRRNN | Large Value | 15.06% | 5.41% | 9.06% | |
| Gybghqys Frmvgc Lxrhd Xr Zlbft Cnm | RVBMZG | 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.