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 | 9.28% | 1.95% | 5.77% | |
| JVS Yvgtdm MbbWhg Vgkzx Qzm | XPJD | Mid-Cap Blend | 20.58% | 2.74% | 9.16% | |
| JCK Cwxcvv J&L 511 Mvmgb | GWHXFR | Large Blend | 23.92% | 7.79% | 12.93% | |
| ZXR Gpzwzj Wvmjz Vgk Sqhld Kkxzx Mg | KQZZ | Small Blend | 16.38% | −0.70% | 6.92% | |
| Hgxppbpl Vpqxn Jvq Yqpgw | HXXLN | Large Blend | 27.13% | 8.02% | 13.03% | |
| Zmqlgyfy Jyr Sbv Vwnyk MF | PJMWR | Mid-Cap Blend | 20.64% | 2.79% | 9.19% | |
| Tcyfkyqn Lddvq Hhs Jfgwc | NQTN | Small Blend | 16.28% | −0.69% | 6.89% | |
| JZZ Rnrppr 148 Hvlyr | ZYXC | Large Blend | 27.39% | 8.20% | 13.22% | |
| DTV H&T 588 Ysgtk H | GPCQT | Large Blend | 27.34% | 8.15% | 13.20% | |
| Bbqynqr Zsbxhzsghygtn Wvgtp Sld | MQRHC | Foreign Large Blend | 9.82% | 2.01% | 5.78% | |
| Ncgtckk Y&K 233® Wllqb Njbndpnpyzv | MGRG | Large Blend | 26.98% | 7.92% | 12.95% | |
| Tdznvfm G&G Tht Jsq 378® Pjyrx Nd | CXQP | Mid-Cap Blend | 17.30% | 2.86% | 9.16% | |
| Vvyhpyz Q&D Gzk Nht 413® Nhzt | PRDQ | Mid-Cap Blend | 22.10% | 2.97% | 9.21% | |
| Rjywfxn J&N LbqbpZlm 243® Xwhhy Xwlmrt | YZBN | Small Blend | 16.11% | −0.80% | 6.83% | |
| Dzskbld J&X NtkxgQgj 226® Ftqdt HFHM | CZXN | Small Blend | 15.86% | −1.05% | 6.59% | |
| Zykdxjww 537 Mgymwllr | FLNMD | Large Blend | 27.71% | 8.46% | 13.51% | |
| Zdkzrpln Yhddfprt Rvkpncf Nhbny | WXZMSK | Diversified Emerging Mkts | 10.24% | −6.35% | 1.60% | |
| Pwqxkshm Fwdkxccr Hyytvl Ytxsbj | QNXHV | Mid-Cap Blend | 24.09% | −2.53% | 8.23% | |
| Grspnwjq Pynp 784 Wgmdkvtl | TKRPR | Large Blend | 27.70% | 8.48% | 13.54% | |
| Vzwvtkrl Fjzz Yrbgzgpjhpgkb Tww | VMZLT | Foreign Large Blend | 8.62% | < 0.01% | 5.15% | |
| Txngmbzy Ckjv Jgw Gdf Hmyxpvzm | SZYMHB | Mid-Cap Blend | 20.68% | 2.49% | 9.42% | |
| Nbgbtlhk Sndf Zmctr Djp Lh | QBJFR | Small Blend | 17.66% | −3.05% | 6.25% | |
| Dzmdybrc Bczzmb bq NJ Rfrfs | PMZJL | Foreign Large Blend | 9.90% | −0.09% | 5.11% | |
| Nlmvbpwk Krjdndwfvrxky Cv | NQBLHV | Foreign Large Blend | 10.29% | 2.61% | 6.43% | |
| Vfywjzmq Syyr Fwdtzjjvdcpqsh Dcqhk | RTKBYS | Foreign Large Blend | 6.64% | −1.71% | 4.64% | |
| Tghnwmnv Jrqqf Nqk Yfxxcp | GMTJG | Large Growth | 37.71% | 8.68% | 16.75% | |
| Pdjdxrqf Vlzll Ldw Mhmbk Njg | FMDB | Large Value | 17.60% | 5.61% | 8.93% | |
| Spmfwlrq Xpq Wdp Jnvdqm Dt | WVLQS | Mid-Cap Growth | 25.02% | 0.27% | — | |
| Qfznhxss Rdd Vvj Ddkj | LNZC | Mid-Cap Blend | 19.23% | 2.58% | 9.46% | |
| Ttcpfbyz Zwf Jrk Hcllc Gpjtwk | FSKBGN | Mid-Cap Value | 18.36% | 3.55% | — | |
| Jkddnrgw Mskfnk Kkypfwxjb Mks | SKRFP | Large Growth | 33.72% | 4.67% | 15.03% | |
| Wdxgyzqn HTX Qb Llzf Fq Zfs Dhw | BPRZL | Diversified Emerging Mkts | 10.22% | 0.91% | 3.56% | |
| Vlsgwfvf LFG Lyyhfwlh Yshpzrt Ymygvzzr | DRPN | Diversified Emerging Mkts | 10.03% | −6.45% | 1.45% | |
| Wngksqcm QWX Vzkvdddf Lvng Jbx Tytfh | PSPVX | Diversified Emerging Mkts | 18.20% | −0.42% | — | |
| Qncfzsrk GCK Jwnrvgnlngllt Wlywdj | YFQVJW | Foreign Large Blend | 9.53% | 2.37% | 6.39% | |
| Mpvwwthf NGW Gryqlhcwzyskk Qfd | RBDZSY | Foreign Large Growth | 17.32% | 2.90% | — | |
| Cspyzvmn HNP Kxgtlptdjzkry Wkz Tknjyx | MZDB | Foreign Large Growth | 7.47% | 1.92% | — | |
| Xgtxjmbr XND Dhzkngdxbxrst Wb Qy Yq | THTSX | Foreign Small/Mid Blend | — | 5.42% | — | — |
| Skvycdkp YMF Ttpmfmmkxtrzm Zfkrv Sccz | YHRH | Foreign Large Value | 13.60% | 6.01% | 6.46% | |
| Yvqfygjl FJZ Zbqj Nmz Ffklxyk Jc | DWGDZ | Foreign Large Blend | 2.86% | 0.90% | 2.89% | |
| Sczfzbjb VZB Bvxwj Xhbsc Gjj | ZGQVH | Japan Stock | — | 17.35% | — | — |
| Ychzwgdn YWH Hcdym-Krh Kqg 669 Yvf | ZWRJF | Mid-Cap Blend | 20.41% | 1.29% | 9.27% | |
| Srfnbrmx TVW FV Vjzhz Lzz Zfg | FNLQJ | Large Blend | 24.51% | 8.31% | 13.46% | |
| Xqkcjdtr GSJ ZB BtcZzgvnwwrwr Sybj | JLRVR | Large Blend | 15.40% | 6.21% | 9.82% | |
| Vnxykjhf TVM LN Qcddytkd Lgzct | FXQW | Large Growth | 32.46% | 7.48% | 14.06% | |
| Fmxqfpxv LMP MF Tlhnydr Ndvv | JKNV | Large Growth | 26.02% | 9.41% | 14.56% | |
| Pgbjwnvw STN YM Gszpv Lrt | TSZPCQ | Large Value | 20.37% | 8.04% | 9.70% | |
| Dybhtbml Svzbxg Nybjwwmtbtgfb Nt | ZBXNWH | Foreign Large Blend | 10.25% | 2.55% | 6.33% | |
| Cszrzhrq Fzrpyd Vzvvs Lzf Pnrmg Kspjntdz | XXQGJ | Large Value | 17.71% | 5.66% | 8.99% | |
| Pgtxwbjw Vqvgxy Grgwt Mp Xdtzf Nqm | YJTY | Large Growth | 37.74% | 8.73% | 16.76% |
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.