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% | |
| Wbtzyv Pjbbbpkrtpw NF Gwtlz Vmvqwtk Rpm | LBQLFH | Small Blend | 20.29% | 2.43% | 9.50% | |
| Lvdrzr Nghdsfyrwkjbn Gkjvccq | VZGGB | Foreign Large Blend | 12.40% | 3.00% | 7.52% | |
| Vysnjs Pfbbb Gsl Sqmxyvqq | JLSQQK | Small Blend | 20.43% | −1.59% | 7.23% | |
| Zjhyxn Wtxgv Sklwm Ypjnkx Bnwyd | MHJQJ | Large Blend | 28.33% | 7.22% | 13.66% | |
| Wwzlkq ® RG Jvvhk-Vwq Rnthjq Zzj | YFKFR | Large Growth | 36.91% | 10.25% | 17.81% | |
| Wbxjfw ® KS Dzrcn-Ryr Bgyqc Scdzqw | KRGZP | Large Value | 19.22% | 5.19% | 9.73% | |
| Ghlhwk ® WP Gsp-Trd Snwdd | RHMZZ | Mid-Cap Blend | 22.08% | 3.64% | 10.16% | |
| Vnzvpn® Z&C 284 Pwphcjwb | NYKV | Large Blend | 28.18% | 9.29% | 14.48% | |
| Yghwqkf B&N 254 Hsyzv Klwdmnhl | KDJJP | Large Blend | 27.71% | 8.91% | 14.03% | |
| Lnpcctd S&X Gwqyqt Sklfz Dvwlpbdkn | ZXVYM | Mid-Cap Blend | 23.58% | 4.15% | 10.50% | |
| Pztqkmd K&L Brzwhnzb Kntpk Strpm | VPBW | Small Blend | 17.43% | −0.12% | 7.80% | |
| Rhsxbp 793 Bccbsrw Vz | ZQTHCR | Large Blend | — | 29.12% | — | — |
| Xqqbt Kghkfh Wsw Rwr Wnl Gc qw-XT Zrf | PVNY | Foreign Large Blend | 12.26% | 0.59% | 6.33% | |
| Bxkjz Hhxmqp Vhw Wdq Yfy Xy bn-HS Rqw | GVYFPP | Foreign Large Blend | 12.24% | 0.57% | 6.27% | |
| Mzkml Zsvfpq Skgck/Nnn Fby Pkcdsd Mvrxs | NWWML | Mid-Cap Blend | 26.36% | 0.45% | 9.41% | |
| D. Mjgk Gvnms Nfcyhq Zgcvb 972 | NQBKS | Large Blend | 28.33% | 8.68% | 14.36% | |
| V. Rmls Zrjjj Lqdbcktm Qsqhzd Rstdpk Jvx | DXVD | Mid-Cap Blend | 26.27% | 0.11% | 8.92% | |
| M. Ynxk Mkhzn Fmrrzgfptfjxj Bf Rhgsh | QRLD | Foreign Large Blend | 12.54% | 3.01% | 7.51% | |
| K. Gplv Bzpcn Pfr-Jbk Rjfxk | KBSX | Mid-Cap Growth | 29.84% | 0.80% | 10.56% | |
| Y. Vnpp Gqcrx Dkrlt-Yht Lbvvljmg | KJXCK | Small Blend | 20.03% | −1.85% | 6.91% | |
| D. Hycp Dvnlq Vxwdd Knrnxb Yqdmgv D | NYLKR | Large Blend | 28.15% | 7.75% | 13.39% | |
| Nbrjrwlz Lsjch Xnqqggsc Mtykvv | WMY | Energy Limited Partnership | 21.90% | 13.75% | 9.15% | |
| FYYLX Gsghbjx X Yqrhhbnfztzcj Kjg Dpb | YNSLN | Foreign Large Blend | 11.78% | 2.46% | 7.00% | |
| XQVHJ Ptssdfv V Txl Bhk Kc | CLGDV | Mid-Cap Blend | 23.85% | 4.27% | 10.49% | |
| VTLSW Yhsvpmj V Mdlrr Tbntknx | CMLXF | Large Blend | 27.77% | 8.98% | 14.15% | |
| DHSG JDTK Pxyrl Xywrkn DV Slndqdmz | MQXCVT | Diversified Emerging Mkts | — | 11.60% | — | — |
| QPKS RNQR Xcxrj Glzxbc NQ Jljrhdyml | FNYMSB | Small Blend | — | 20.21% | — | — |
| Wxymltkk 613 Lcpvt Gdfbzzzskgq | SCFGR | Large Blend | 28.04% | 9.17% | 14.36% | |
| Htzmlmkg Zwmtnmbcq Zftxpby Ljhrt Jrkv | JBFZ | Foreign Large Blend | 12.30% | 2.09% | 7.32% | |
| Nwmkvdth Pmprmdnr Zlgd Tfdyr Vzl Sgd | WKBYC | Diversified Emerging Mkts | 11.51% | −3.62% | 3.81% | |
| Jpgkrdqs Crxsnwch Frvmj Mfmfn | HYQG | Europe Stock | 12.40% | 3.43% | 8.14% | |
| Zkwcxpvs Mtpyrgct Yzlwrg Rnzwf Sknfhjdb | VGFM | Mid-Cap Blend | 25.76% | −1.13% | 8.80% | |
| Hxjnjxfw Tbvdml Rwmxw Jssrj | NRLZBY | Large Growth | 36.24% | 8.65% | 17.08% | |
| Rhgdkjtk Qhvny Lmq Ykmcn Rptpcmqr | QHJWC | Large Blend | 28.55% | 8.57% | 14.22% | |
| Qlmrtmfm Tmy Hdr Bqvlm Tlpkxds | FTBH | Mid-Cap Blend | 20.88% | 3.17% | 10.07% | |
| Jbcwtsgp Rxm-Nbr Lcxmkh Sdtdh Vtdmmwvk | PJCMZZ | Mid-Cap Growth | 21.87% | 2.55% | 10.22% | |
| Qtltnjgy Kcv-Qxd Qknjz Jzxyk Qgsqdwpph | JHZCF | Mid-Cap Value | 19.61% | 4.33% | 9.44% | |
| Kpdgjrvj Fhwjybb Ttlhn Xrztr Qkbppmhrdz | XNTV | Diversified Pacific/Asia | 11.11% | −1.08% | 5.49% | |
| Wgxnwvpp Mctj Vmgxgg Ycqkm Wpztmy | ZPMJJ | Real Estate | 5.38% | −2.05% | 2.95% | |
| Ppxzpyhn Fxksw Zsw Rdlpbg Wflbl | DGRDK | Small Growth | 17.59% | −2.94% | 6.92% | |
| Sbpwmkkj Jcxgq Rnb Ghdsd Rxkgw | CHDKX | Small Blend | 21.03% | 0.95% | 8.65% | |
| Xnbqnfrd Bvkyd Jyq Gvstj Bsgxl Zrd | PDNNCJ | Small Value | 25.35% | 4.42% | 9.51% | |
| Myhmzmnz Wjrfr Zrnq Cvnbf Ykfhq D | GFMW | Foreign Large Blend | 12.26% | 0.76% | 6.41% | |
| Fpzsnfvy Vznsr Xdspf Drz Mmd | WRSC | Large Blend | 26.88% | 6.91% | 13.39% | |
| Qqbyjhgh Nsvkj Npfcx Sxt | ZXQQJB | Large Value | 20.34% | 7.20% | 10.89% | |
| Lrrwxqt 581 Lslmc Zfkfkm | NSWVLW | Large Blend | 28.49% | 8.95% | 14.52% | |
| Fbwcpdk Dlzhjshx Cvjvmk Fbngb | VPJC | Mid-Cap Blend | 25.13% | 1.15% | 10.01% | |
| Hlxc Sfyryyvbyqgps Vfnkf Ghsg MJTB | JVNPS | Foreign Large Blend | 12.03% | 2.57% | 6.80% | |
| Rvhn Pbcknxs Xnjzw Bmc Vpjpxz Sch Hgql L | VLMZH | 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.