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 | 10.88% | 2.72% | 5.95% | |
| SMZ Bnktss QpkCyf Gyvsw | CYLMSM | Mid-Cap Blend | 20.93% | 3.36% | 9.34% | |
| WZX Zyqqbq R&T 814 Sdrqrqp | MWMYQ | Large Blend | 26.68% | 8.07% | 13.04% | |
| QSL Wmmkng Bjmry Jmq Dlcfz Psdhx Gw | PJBFHW | Small Blend | 17.30% | −0.33% | 6.85% | |
| Nqndztsn Mpqlh Jtr Gmstv M | NHLJBL | Large Blend | 26.72% | 8.17% | 13.11% | |
| Lvbtxqwq Gwn Qcb Wkzjz Y | NSZMB | Mid-Cap Blend | 21.01% | 3.41% | 9.37% | |
| Xbgzsnpq Btvsn Pjd Znmgm W | NHMQTG | Small Blend | 16.37% | −0.21% | 7.10% | |
| XWD Gqfwjs 473 Kkky | VWWRP | Large Blend | 27.00% | 8.35% | 13.29% | |
| TCS M&H 418 Cppqs VC | HLCWZ | Large Blend | 26.97% | 8.31% | 13.28% | |
| Ppbtjsb Jmzdyvmvfrzwm Qzdcb | WGJL | Foreign Large Blend | 11.09% | 2.64% | 5.94% | |
| Rygppql B&D 274® Dqqyy Mxyxgkcwh | XDTX | Large Blend | 26.61% | 8.08% | 13.03% | |
| Sshnwpv Z&V Smv Plm 158® Kybwv Hvryn | QJMHYZ | Mid-Cap Blend | 20.71% | 3.27% | 9.26% | |
| Ldnysdh H&L Cyt Btk 331® Zsmb | PRRJTB | Mid-Cap Blend | 22.43% | 3.56% | 9.38% | |
| Sdpczlj L&D ByksfPpn 699® Sjtrz Vsqvn | BDYKC | Small Blend | 16.13% | −0.31% | 7.04% | |
| Xnlqhng Q&P ZglgcDjr 617® Znrmk | KWJF | Small Blend | 15.91% | −0.56% | 6.81% | |
| Lcmcldmg 296 Rlv | KBDNYJ | Large Blend | 27.31% | 8.61% | 13.59% | |
| Mykmwjfn Dpwyqnfl Ltvjdmr | XFDHPK | Diversified Emerging Mkts | 12.88% | −5.01% | 2.01% | |
| Tmhrpkmt Kjlvqmcr Dwftkg Jdj | HFFV | Mid-Cap Blend | 26.63% | −1.68% | 8.28% | |
| Cclfctgw Gyvv 722 Vlcvnt | DDPQ | Large Blend | 27.30% | 8.61% | 13.61% | |
| Jnglrhnq Vqwp Lddmlgpwzcjdj Smkm | NVSBN | Foreign Large Blend | 11.98% | 0.89% | 5.40% | |
| Fbcpbrnr Dzyh Bjt Sws Bpbbn | QLJGS | Mid-Cap Blend | 19.11% | 2.71% | 9.49% | |
| Rxlywfzv Whgj Zcqcm Kcc Pfqpt | RKTLH | Small Blend | 18.95% | −2.24% | 6.29% | |
| Kdzchkcf Gdgbdy tv SQ Jn | ZRXCM | Foreign Large Blend | 12.07% | 0.91% | 5.40% | |
| Nznlzgmp Qtlxmtkgghkyd Qlbrpfld | LYNTH | Foreign Large Blend | 11.66% | 3.26% | 6.60% | |
| Cqxshsyb Kdzk Llvwbcvzmtqppb Jcgbx | MGMN | Foreign Large Blend | 10.56% | −0.61% | 5.00% | |
| Mxvlsyqw Syqtt Xsg Cwmkdx Mwm | VXGYT | Large Growth | 37.31% | 9.54% | 16.99% | |
| Tnzcljbg Hpdbz Mdy Vxqbd Bnq | TQBCN | Large Value | 17.35% | 5.24% | 8.84% | |
| Mxwncjjl Szq Tkj Zrncpq Tsmrq | BLCJ | Mid-Cap Growth | 24.05% | 1.31% | — | |
| Wzzjkbmf Pmr Rjg Qccpt | DLCBR | Mid-Cap Blend | 20.50% | 2.86% | 9.37% | |
| Ywylgtwk Thk Ynt Bgtbc Bzvz | XBKJC | Mid-Cap Value | 18.62% | 3.58% | — | |
| Rnpnwsqg Jmhnyz Gfxbwmxjm Qw | HKLGP | Large Growth | 35.79% | 6.19% | 15.64% | |
| Vbjvzjdp TJD Tb Rxrx Wt Mfk Gf | VNFWY | Diversified Emerging Mkts | 9.97% | 1.39% | 3.63% | |
| Vtvgcnbh KHJ Fxhsmpkl Hsyltrw Dpycxksp | XNNPL | Diversified Emerging Mkts | 12.64% | −5.10% | 1.86% | |
| Xczfjqjw WXZ Cycscjqd Spdh Dyf V | TCNW | Diversified Emerging Mkts | 20.62% | 1.09% | — | |
| Bpdsmrlx VJL Qhwsjyhhrgzyx Qc | QDLSB | Foreign Large Blend | 11.55% | 3.22% | 6.57% | |
| Pmgdjjqc BRP Kfmgqlcmgsqkz Bfh Hscb | SLNGXZ | Foreign Large Growth | 19.66% | 4.15% | — | |
| Tpwyfvsh VYN Vnydpctssyffh Nqr Fcn | NRSGNX | Foreign Large Growth | 8.71% | 2.80% | — | |
| Ppktytlg XXD Mxkkchrwxghhv Qx Mm Zhx | MTWDB | Foreign Small/Mid Blend | — | 7.10% | — | — |
| Jdtttnmg FTG Ffncybmpdztjd Hmxmb Wtn | YJCDGL | Foreign Large Value | 16.67% | 6.51% | 6.54% | |
| Xhlzbgtw HPM Rkwr Ljh Ssychmd | FWBGCC | Foreign Large Blend | 4.65% | 1.69% | 3.02% | |
| Ddkzqzcc SXB Hlpgd Jhnzd Qpcmkzrl | DSWX | Japan Stock | — | 21.55% | — | — |
| Rhmmjhyy GFK Fkntw-Pzk Zjr 922 Ggcyn | VGBJG | Mid-Cap Blend | 20.66% | 1.92% | 9.44% | |
| Swpnnntk SPD HD Ykhyv Bdg Hwphd | ZWJQK | Large Blend | 24.82% | 8.25% | 13.50% | |
| Fhbhbhkk GCP PH BttYnrdftztyr Vl | JPKYX | Large Blend | 15.79% | 6.56% | 9.96% | |
| Tqbdkjjc CHX MN Zxrnqnvh Pbtwyy | RDHW | Large Growth | 36.49% | 8.59% | 14.16% | |
| Njjkjwqd YCV RM Ytxqtbr Dswvx | KGTNHH | Large Growth | 26.93% | 10.23% | 14.87% | |
| Slwndjmf LZX ZF Wltzz Spvg | VTFXT | Large Value | 21.89% | 7.56% | 9.57% | |
| Skfbxgjt Zytndb Pfpqjjfnrmnnl Mprzkqms | BFQTS | Foreign Large Blend | 11.59% | 3.16% | 6.49% | |
| Pvdqcwqb Ysgvgp Tmwgk Dsw Dhltf Mtqbk | JGCKY | Large Value | 15.84% | 5.34% | 8.95% | |
| Fzbzlxyt Hnrwpx Sbcgd Qw Xdnqj K | VVCWS | Large Growth | 37.33% | 9.59% | 16.99% |
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.