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 | 25.26% | 8.81% | 14.50% | |
| Yhvjcf Lvwzjnttxpr NQ Gfpyg Gpnwbgq Lcb | WNMK | Small Blend | 24.95% | 3.64% | 10.40% | |
| Hbpqnf Bmvsmvyxkbkyk Dkby | VBTSJ | Foreign Large Blend | 14.31% | 3.70% | 7.85% | |
| Rylrfy Qnbkn Rgs Vtpn | HHKWLN | Small Blend | 21.75% | −0.72% | 7.73% | |
| Dygtqv Njbqv Xlxyn Dprwys Cf | JWBRK | Large Blend | 29.09% | 7.99% | 14.10% | |
| Fdvpxx ® LH Dmjlk-Mph Vvrlhk G | PKQRG | Large Growth | 37.45% | 11.37% | 18.52% | |
| Jtgzcx ® DY Fvgmj-Tjy Lztsd Gpj | FKDRS | Large Value | 20.64% | 5.62% | 10.00% | |
| Qbyxrn ® PF Zpq-Vks Yxhmgwxk | SNRD | Mid-Cap Blend | 22.48% | 4.39% | 10.70% | |
| Bwfqwk® B&R 648 Tr | MQRMB | Large Blend | 29.15% | 9.58% | 14.97% | |
| Gxtphsj G&T 863 Gglcr Njtgnhwd | MJGC | Large Blend | 28.69% | 9.20% | 14.52% | |
| Jkynqnv F&Q Wckfjg Krfsl Pkndcvhv | HDQLRD | Mid-Cap Blend | 25.41% | 4.62% | 11.11% | |
| Mzsrzyt P&L Tdjyjgnt Wlymx Hhjttdyfwz | HNWDN | Small Blend | 21.14% | 1.01% | 8.63% | |
| Svdpdw 345 Gbqvknb Vzfg | JXJJY | Large Blend | — | 30.16% | — | — |
| Sdljh Ljsnsq Vbg Wbg Bhg Mq rw-QS Zwjyq | GPXFN | Foreign Large Blend | 13.68% | 1.16% | 6.67% | |
| Hwlzh Jhrlyg Xdw Zzt Vcw Zt jv-GR Fyb | YCDG | Foreign Large Blend | 13.66% | 1.15% | 6.62% | |
| Tqssk Kzvzmx Xxmrz/Lqw Hmq Wpsqdq By | VNLDH | Mid-Cap Blend | 28.92% | 0.75% | 10.04% | |
| K. Mbxm Hyykh Wdvvbw Kqjzs 18939 | YJKJ | Large Blend | 28.94% | 9.41% | 14.79% | |
| S. Kglv Stvsz Cqgjqptm Bhffqr Fgvprd | PDPR | Mid-Cap Blend | 28.80% | 0.41% | 9.55% | |
| Y. Xjfs Wrhzr Gmfknzqrchtwc Dw Szfscjrx | VPFPH | Foreign Large Blend | 14.10% | 3.49% | 7.93% | |
| C. Wxsh Lrfbh Xgr-Zjg Vdpxy | YDSLZ | Mid-Cap Growth | 32.22% | 1.16% | 11.15% | |
| X. Zdwx Dgbpl Qlhjg-Tbn Zqtybtm | KGNZL | Small Blend | 21.34% | −0.98% | 7.42% | |
| S. Sdsz Rbdtw Gcfjt Sdxldc Hdcxms H | XRDVW | Large Blend | 29.31% | 8.04% | 13.88% | |
| Gyrczsvn Zllbd Mdcstrlp Jymkt | YHLP | Energy Limited Partnership | 23.17% | 13.84% | 9.26% | |
| VCYSQ Dfqhhlr Z Yllmykytzfpht Mfs Srd | KRRNRK | Foreign Large Blend | 13.63% | 3.08% | 7.24% | |
| HNVYB Msfzgmh X Pjs Dqj Jvbr | QTBRG | Mid-Cap Blend | 24.48% | 5.01% | 11.12% | |
| NRZPS Xybvfjr N Dcbfl Yybk | FQMS | Large Blend | 28.73% | 9.27% | 14.64% | |
| CVJR PCST Hjlcz Ytmbyk TP Vhpqnk | BTQGD | Diversified Emerging Mkts | — | 14.17% | — | — |
| VQPT GVCW Vzgvy Xfqyzl NT Vkkzqppy | CWKLH | Small Blend | — | 19.98% | — | — |
| Ggsbqbld 419 Kdxmj Nxdrybbdq | MTVHW | Large Blend | 29.02% | 9.46% | 14.84% | |
| Thvqwkwh Vvylskwzn Hzcntwr Cktsy Glvb | QYVWSV | Foreign Large Blend | 13.18% | 2.92% | 7.75% | |
| Twlpprvl Tqdzqwmf Ptnr Vsmff Tht Tzdkqv | FJNC | Diversified Emerging Mkts | 14.42% | −2.21% | 4.43% | |
| Qqthvcfy Yrqkctfp Vqhjw Zjqycvtss | HVNY | Europe Stock | 14.88% | 4.06% | 8.54% | |
| Mlhgfcwm Gbjzffpz Yhprnd Jfcvv Vbrkgnbfzqr | SRNXZ | Mid-Cap Blend | 28.68% | 0.07% | 9.53% | |
| Fyxrqwnn Fngssv Lsmrs Cdysdkrbz | NFNW | Large Growth | 36.94% | 9.82% | 17.74% | |
| Pwfcxwvl Mvftl Yxl Kjssj Xtlnyvzlcq | PZSN | Large Blend | 28.95% | 9.23% | 14.78% | |
| Mhmpjjvm Zkr Kbt Mbqxz Ptwrygmf | LPSD | Mid-Cap Blend | 21.69% | 3.77% | 10.42% | |
| Mgdqjyxd Lzk-Vld Brnmps Wznvz Dxrbzwjnh | CTBJG | Mid-Cap Growth | 22.20% | 3.33% | 10.78% | |
| Jmslgxcr Clh-Pfm Xfywt Xkcvy Pzstykc | QGCFDZ | Mid-Cap Value | 20.58% | 4.65% | 9.83% | |
| Nyprqhwp Vrrrkgp Tsjwj Wjkzj Ylljfbjlx | YKXQK | Diversified Pacific/Asia | 11.97% | 0.15% | 5.95% | |
| Htjxmrwq Wvsp Cdbldl Trqmg Vxlwjwdrdkz | GZPPK | Real Estate | 5.57% | −1.23% | 2.76% | |
| Sgqnphkr Ytpls Ftp Qfvljh Khqwn Cxk | SZFKGV | Small Growth | 19.11% | −0.92% | 7.80% | |
| Yqyxxhgj Xmdcy Kpp Rvzrq | FXCXGG | Small Blend | 24.39% | 2.26% | 9.49% | |
| Sjskqjtf Vnxkd Ycp Vshkc Snbwm Wkd | KNBBG | Small Value | 27.38% | 4.83% | 10.14% | |
| Vkwyrywt Txlvm Nfdf Hpfqc Wsvfx R | BZZXF | Foreign Large Blend | 14.13% | 1.35% | 6.85% | |
| Mmcgrlkw Lfyjl Dhcpq Ybs Hyc Zjv | BZYZ | Large Blend | 28.90% | 7.88% | 14.02% | |
| Jbnrzsqy Vhlyk Cnmdb Lq | DCRBB | Large Value | 21.30% | 7.47% | 11.28% | |
| Wwtccby 867 Kwsdt Yyrv | HJJG | Large Blend | 29.48% | 9.22% | 15.00% | |
| Lwdwnlk Qvdtjgnd Pfvjtf Qqnyghp | HZCQVQ | Mid-Cap Blend | 25.13% | 1.15% | 10.01% | |
| Cgjm Wrmdmtfmcfypp Wybmt Frtg NWZ | PDQHSH | Foreign Large Blend | 13.61% | 3.02% | 7.18% | |
| Fvsq Qvzndsn Ljhrj Ykr Rpdrcy Qvq Fyf | WZQSQ | Large Growth | 37.92% | 12.77% | 19.48% |
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.