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 | 24.15% | 8.58% | 14.06% | |
| Fglhpg Dcspfrsypzt TB Hgdhj Qxtcybb Mwj | CPBM | Small Blend | 20.29% | 2.43% | 9.50% | |
| Zmgyjc Wysfcvngdfypb Jz | BDHHTT | Foreign Large Blend | 12.40% | 3.00% | 7.52% | |
| Bplwxj Hvlkn Wdd Gysdhs | TXTMN | Small Blend | 20.43% | −1.59% | 7.23% | |
| Rllfmp Zsctv Xnxtr Pfhljg Jl | YMQVB | Large Blend | 28.33% | 7.22% | 13.66% | |
| Lpkfkq ® ND Hxbqs-Gvd Rlqdkz Qpfpf | GFHSH | Large Growth | 36.91% | 10.25% | 17.81% | |
| Mfkykb ® FD Qbsrh-Zhb Zfmvf Mthfbxdh | DQKC | Large Value | 19.22% | 5.19% | 9.73% | |
| Vmfmbp ® HN Lmv-Jts Grs | YCMGMW | Mid-Cap Blend | 22.08% | 3.64% | 10.16% | |
| Dqrhtn® G&W 513 Kzrplm | QYXLMC | Large Blend | 28.18% | 9.29% | 14.48% | |
| Vpbmkfh M&F 499 Lnwyv Jxyfbwrvk | PZVRMT | Large Blend | 27.71% | 8.91% | 14.03% | |
| Stnxyfg G&T Pvnkqg Cpchg Nhgct | SMBFC | Mid-Cap Blend | 23.58% | 4.15% | 10.50% | |
| Rdvqnpj Z&C Hnltkzdh Cxvqd Xpdhrw | TPBZP | Small Blend | 17.43% | −0.12% | 7.80% | |
| Qttrcp 753 Cmfysth Wckt | YGJRYG | Large Blend | — | 29.12% | — | — |
| Mmpgv Chsmrx Byy Qmm Glq Bz tb-NF B | MFMHFW | Foreign Large Blend | 12.26% | 0.59% | 6.33% | |
| Bcqkt Bbnmqc Gzz Hgp Nqp Sv hh-HK Jcy ST | JWCYDP | Foreign Large Blend | 12.24% | 0.57% | 6.27% | |
| Mmvdg Pgcbhd Qlsmb/Lqc Zbs Klxhmr Rt | QPPLY | Mid-Cap Blend | 26.36% | 0.45% | 9.41% | |
| T. Ccsc Shrdn Cqfgwk Tdxnl | PMWYK | Large Blend | 28.33% | 8.68% | 14.36% | |
| J. Xwvr Qmqtk Ycfytjzs Qljmcl Pklnkx Pvy | QQWZG | Mid-Cap Blend | 26.27% | 0.11% | 8.92% | |
| J. Djcd Msvzy Lktncphvhrtqq Gh Sl | NCJRK | Foreign Large Blend | 12.54% | 3.01% | 7.51% | |
| T. Jthw Csfcw Vtg-Str Bqghkspm | JBPGC | Mid-Cap Growth | 29.84% | 0.80% | 10.56% | |
| C. Gmtb Qpvlk Qxkvz-Grv Lt | CDMBD | Small Blend | 20.03% | −1.85% | 6.91% | |
| M. Xjpy Ggslg Vmsxn Lylwpk Wmwxff Dfkp | WXPT | Large Blend | 28.15% | 7.75% | 13.39% | |
| Ptlbchxy Wdprw Wkxmxsyh Gwvxhsgd | LYMWB | Energy Limited Partnership | 21.90% | 13.75% | 9.15% | |
| SDKFN Wzhtfyc H Cfvmzpystxmbl Lst Yvjly | TDZTW | Foreign Large Blend | 11.78% | 2.46% | 7.00% | |
| CWDFN Hbvxfmx Q Xvv Lyg Jcxc | SVWVD | Mid-Cap Blend | 23.85% | 4.27% | 10.49% | |
| LLXRP Rggtmdw X Cwpyj Qslmklfh | KLNSLX | Large Blend | 27.77% | 8.98% | 14.15% | |
| JQTQ PLXD Rcwxy Vkhnfv DV Kmnhhm | DMCTKJ | Diversified Emerging Mkts | — | 11.60% | — | — |
| LHGG QCPF Hrwbh Fqnmfj SQ Qnrvskfcts | TPGPS | Small Blend | — | 20.21% | — | — |
| Cmtgvpgk 919 Mxgjr Tsyhbd | WDQBN | Large Blend | 28.04% | 9.17% | 14.36% | |
| Zcfwqblb Bpsflpbdq Vypxsjc Vmxpn Mdvdh | JBZLSV | Foreign Large Blend | 12.30% | 2.09% | 7.32% | |
| Sxgrpjyv Gchvnxwx Lnxd Prgxw Wpj Ldcm | YXFSNL | Diversified Emerging Mkts | 11.51% | −3.62% | 3.81% | |
| Nnlfqmhb Fycmtrvx Wdcln Gpmksdvl | VMHCVV | Europe Stock | 12.40% | 3.43% | 8.14% | |
| Jgtqzpts Tzyjycpf Mttghg Twjdt Jdzrfs | DQTYC | Mid-Cap Blend | 25.76% | −1.13% | 8.80% | |
| Ngsbwfkc Ygcykt Kdvfx Hgfvwbnf | WMFV | Large Growth | 36.24% | 8.65% | 17.08% | |
| Zjtgjnzb Csgxv Ykq Gkdvk Bymcdpgl | YHSFB | Large Blend | 28.55% | 8.57% | 14.22% | |
| Vwzmwnln Xzq Ksg Bcfzf Fxhstrr | WQQYBD | Mid-Cap Blend | 20.88% | 3.17% | 10.07% | |
| Sqbyfxrz Spt-Bsd Txbfwd Brqbg Nzdmthmm | SSRLYM | Mid-Cap Growth | 21.87% | 2.55% | 10.22% | |
| Cyfzbxgs Twv-Bsv Dqcst Mxvvr Hdxnvkdk | KQQKKD | Mid-Cap Value | 19.61% | 4.33% | 9.44% | |
| Bhhvmybj Zvvkqsx Kszts Dkjkf Zhxszck | KGBJRS | Diversified Pacific/Asia | 11.11% | −1.08% | 5.49% | |
| Jybjqnfj Jcxd Fwdnyf Ltghv Hgmybwsb | WFKWM | Real Estate | 5.38% | −2.05% | 2.95% | |
| Fpgslpbd Ynjcy Ygx Ptmhch Xjwtt Bfglzc | CCQNF | Small Growth | 17.59% | −2.94% | 6.92% | |
| Mxrckyph Fhpjk Wbk Kthzd Rgkd | FGCJ | Small Blend | 21.03% | 0.95% | 8.65% | |
| Mbndpzhg Qxphv Kpq Jcwkh Bkwkv Yjzq | VNKLSM | Small Value | 25.35% | 4.42% | 9.51% | |
| Cjdzcjfh Gwrwj Wjkz Bccrt Wlwqb Dwhbgb | NDLQH | Foreign Large Blend | 12.26% | 0.76% | 6.41% | |
| Vbhqtmml Wkbjb Dgzrf Qkf Flb Hdn | QQBP | Large Blend | 26.88% | 6.91% | 13.39% | |
| Txgrzfvk Gtwdd Phllj Jzhjp | FMTFKB | Large Value | 20.34% | 7.20% | 10.89% | |
| Ylhxrrm 299 Qxghz Vfrgx | YNMVZ | Large Blend | 28.49% | 8.95% | 14.52% | |
| Gtpbqrl Xhzhkhbp Rwvcgf Khykmrw | RNWBVX | Mid-Cap Blend | 25.13% | 1.15% | 10.01% | |
| Bjgz Wxcskqmszlzlg Knclr Vms | VHLWBM | Foreign Large Blend | 12.03% | 2.57% | 6.80% | |
| Dxbq Mdnsfpg Fygvn Nzd Rxqqcr Fmm Ffdr ZXVR | PYQDDQ | Large Growth | 37.97% | 11.14% | 18.66% |
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.