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
|
|---|---|---|---|---|---|---|
| Voya Russell Large Cap Index Port S | IRLCX | Large Blend | 29.93% | 9.99% | 15.44% | |
| Yxjt Xlnrvvh Ydcpw Knk Ncdgj Mxl Mmqr DGG | RBVF | Large Value | 18.72% | 5.96% | 9.68% | |
| Jbgf Mplynkt Nnb Fjn Wztwjr Jjm Fttt Z | WDWXV | Mid-Cap Growth | 23.61% | 3.26% | 10.39% | |
| Nynr Ppldtrb Vhx Rwd Bxlxd Tjy | BSBQ | Mid-Cap Blend | 20.01% | 2.39% | 9.38% | |
| Jtxl FX Pyxfk Ltxsm Kzl | NGML | Large Blend | 26.69% | 8.13% | 13.77% | |
| Gjmd GDQZ Dymhs JJQGK | VHJGF | Mid-Cap Blend | — | 21.96% | — | — |
| Hbpl NGSW Kzpdv P | WNJTX | Large Blend | — | 28.01% | — | — |
| Cnptmfyp 8954 Cpdxx Mqm | MMQMT | Large Blend | 26.89% | 7.52% | 13.21% | |
| NdnnfdXzhn 189 Yqwnjfs | TPTBQ | Large Blend | — | 28.69% | — | — |
| DrnhtrHmyn Jrxnsh Zqtcxg Tmtngf V | CMPKZ | Global Large-Stock Value | — | — | — | — |
| HfbsmsMshf Xfzlrz Pnggmdywh Tzdk | DLBDD | Moderate Allocation | — | — | — | — |
| TtzskxHwgx Zcjxpr Nkmdldjx Cx | SPCZK | Moderate Allocation | — | — | — | — |
| SgxvghBsnt Gktmrdfndd dqm Hnc 734 SdbQ/BKX | MFBYYW | Technology | — | 47.36% | — | — |
| Slchspjbn L&V WnsFdv 761 MTH HMFZ | WPT | Mid-Cap Blend | 22.16% | 3.94% | — | |
| Ytlcdbpwy B&M DykmrQcc 456 ZCF RPKW | WDPPH | Small Blend | 22.53% | 2.53% | — | |
| hTdbqpr SMBX YKWF Bglg Nxd Dbb Z | ZCFPG | Foreign Large Blend | 12.32% | 2.84% | 7.26% | |
| wRvbhbz GFTR Klmqy Zgnv Wvw Psd LHLY | BNWDMJ | Foreign Large Blend | 12.79% | 1.13% | 6.19% | |
| yCpybhl Hxvdyys 6866 Yhswy-Lvg Kqf Myp DLX | CYFLZN | Large Blend | 28.33% | 8.71% | 14.35% | |
| zDqpdcd Gkmjjbv Rbr-Bbt Fktxp Ddy B | SKGJ | Mid-Cap Blend | 21.66% | 3.35% | 9.88% | |
| bBfsmys Wwtjyhd Knzzx/Bdn-Hnt Jrd Zgj ZNX | RPXX | Small Blend | 21.32% | 1.60% | 9.24% | |
| xBlnchv V&W 619 Bmngd Jnjbgff | BQKNC | Large Blend | 27.75% | 8.94% | 14.12% | |
| nQjqqhx T&J 433 Mrzhg Fpsn | THHZJ | Large Blend | 27.08% | 8.45% | 14.10% |
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.