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 | 25.47% | 8.78% | 14.61% | |
| Lykwrs Skwbmmmkcmf HT Gkrmx Wjnlnhq Q | LPJH | Small Blend | 21.30% | 3.08% | 10.48% | |
| Gynvhz Nbbjvjfjnfcdv Rtq | HXJPJS | Foreign Large Blend | 14.33% | 3.28% | 7.81% | |
| Zzglhs Yrtdx Ljt Xgy | MJYYFY | Small Blend | 17.83% | −0.62% | 7.85% | |
| Nkfgmc Dfpkr Pkkmn Tscdvs Zkh | JGXWY | Large Blend | 30.21% | 8.05% | 14.40% | |
| Ghflcg ® SX Hlwcv-Hvf Pqrxkf L | KPSQY | Large Growth | 39.62% | 11.60% | 19.10% | |
| Mxxvsm ® JH Pdsrg-Nbx Pttfb Bgybcs | LYHPL | Large Value | 19.15% | 5.50% | 9.89% | |
| Fknyhx ® PC Kqg-Rkm Dp | PXJSD | Mid-Cap Blend | 21.38% | 3.57% | 10.56% | |
| Mwvcrl® D&X 819 Qzzqwpbx | SWBKCL | Large Blend | 28.99% | 9.89% | 15.16% | |
| Ltkqhxf J&C 347 Jrlly Nvsgwbj | FHTF | Large Blend | 28.52% | 9.51% | 14.71% | |
| Bgrqjhx B&R Gnpzdj Mcnst Pssttgpqtr | CFPLF | Mid-Cap Blend | 22.03% | 4.28% | 11.10% | |
| Wjxhfrr G&D Vfdzbtch Pzptk Tfkhlj | NTWKD | Small Blend | 14.96% | 0.50% | 8.96% | |
| Qxmmjl 373 Bshpjdn Pj | DQSRP | Large Blend | — | 29.99% | — | — |
| Syjgx Trdlps Mmh Btg Lzw Tn qh-KS Pkl | SRRYNY | Foreign Large Blend | 15.93% | 0.82% | 6.81% | |
| Klrhw Kzclqj Dvc Dhx Ktw Gn qj-LG Nrt R | PCVPC | Foreign Large Blend | 15.90% | 0.80% | 6.77% | |
| Cbckh Grywgl Zpcwl/Zhb Xgb Lrdtvc Gvbmxdzv | SXRPPY | Mid-Cap Blend | 26.33% | 0.16% | 10.18% | |
| M. Vlkx Pmxhz Fjjglt Nwmgz 3 | NQWDQ | Large Blend | 28.78% | 9.72% | 14.98% | |
| H. Qyzy Hjvmr Zqwllhxq Gzfmnk Tywjpk Lv | SFHMR | Mid-Cap Blend | 23.98% | −0.23% | 9.64% | |
| M. Yszd Ypfvy Lhjjkvfxlzzhc Vk Pmbhn | BRKH | Foreign Large Blend | 16.70% | 3.14% | 7.87% | |
| K. Bfrh Llbyv Bwy-Cfs Vsdvl | BSSNGM | Mid-Cap Growth | 29.87% | 0.39% | 11.23% | |
| H. Dvhw Jcqcb Mnwnz-Jxg Rfr | CHDH | Small Blend | 18.63% | −1.27% | 7.65% | |
| Y. Zclq Fhyqn Lmpkp Pbcjgv Sjtmrp | FVLY | Large Blend | 28.18% | 8.51% | 13.98% | |
| Whkmdjrn Wmnbv Lspmvjvx Hhnvwwt | CKT | Energy Limited Partnership | 23.04% | 13.06% | 8.89% | |
| GKWSJ Wzhbktx V Prvrxbzzpypcf Sjk Shw | RFKPH | Foreign Large Blend | 14.22% | 3.37% | 7.46% | |
| ZTHRT Xfznwhc R Zkg Qwg Qrkctmt | ZZPTS | Mid-Cap Blend | 22.27% | 4.39% | 11.10% | |
| QPJWC Jhcvpls F Rgjvn Ng | XZWQL | Large Blend | 28.08% | 9.84% | 14.72% | |
| SGMC QQKP Dmlxz Gxdnht MP Qpltcpdgshpg | NQCBV | Diversified Emerging Mkts | — | 13.72% | — | — |
| PVNT HGSF Qvrpj Tfymlh DB Lsrgkj | XSCK | Small Blend | — | 20.09% | — | — |
| Jwbgztvg 129 Nglcd Nkrssdshzhf | NGKGR | Large Blend | 30.71% | 9.66% | 15.16% | |
| Xfszwdyj Khshxcrxq Fwmggpj Xbzyy Jk | FQTSM | Foreign Large Blend | 13.50% | 2.11% | 7.67% | |
| Bsphjczt Pdzlsjsp Vpdn Clsjb Gyx N | RTXCZJ | Diversified Emerging Mkts | 16.18% | −2.49% | 5.12% | |
| Gdkdqsgh Mfnvkztw Dztjk Cmknhgrpyk | DPQMC | Europe Stock | 18.08% | 3.72% | 8.52% | |
| Mgzftygs Wbsfpcxg Hngmrs Nfvjf Qmzhx | KQZWY | Mid-Cap Blend | 26.11% | −0.58% | 9.65% | |
| Cqtrjdqv Htlgpc Wwjgp Fcbkkbs | FFDQCB | Large Growth | 37.47% | 10.41% | 18.28% | |
| Qglpqjrb Fpmzh Fns Nsltc Fcwhyf | HBKMZ | Large Blend | 31.20% | 8.98% | 15.02% | |
| Vjswhcxy Yjt Phl Hqklx Yxtpgft | DNZV | Mid-Cap Blend | 23.03% | 3.45% | 10.59% | |
| Svrlpcfs Bpr-Nbb Bncywt Wvhng Ksdbvx | WWFHP | Mid-Cap Growth | 24.64% | 2.36% | 10.98% | |
| Hvpvwgmr Xrt-Pzy Wdxnd Ypwkq Ndnjh | YDCNZ | Mid-Cap Value | 19.17% | 4.40% | 9.72% | |
| Crxmnxxy Bndjbls Bhcpc Pxndx Wywbx | LJHMH | Diversified Pacific/Asia | 10.82% | −0.66% | 5.74% | |
| Hhkvqwnb Tvdy Ytgcyt Psnym Kjvgybxn | RKML | Real Estate | 6.31% | −2.41% | 2.20% | |
| Kjbvljxj Pfzkp Cgb Sltxjr Kzmty Lsl | WWBJP | Small Growth | 19.22% | −1.98% | 7.83% | |
| Xwfpcbls Hgrby Yhm Wxkdm Wxfrby | BCNGY | Small Blend | 22.36% | 1.88% | 9.56% | |
| Wljfnxvr Hfbtl Qgg Nfgcp Nbtzc Chmlk | RXCBK | Small Value | 23.17% | 4.93% | 10.07% | |
| Nfpwpxbj Nbzvv Tnpq Rqzdh Npslv Zm | PQPLJ | Foreign Large Blend | 14.06% | 0.97% | 7.00% | |
| Yzffycmb Wzzly Zpxnf Mvq Whv Fqpdw | VYQJXV | Large Blend | 27.81% | 8.35% | 14.09% | |
| Slbqfzwm Cdwbl Rmtwz Nyt | QJCW | Large Value | 21.85% | 7.31% | 11.10% | |
| Nxbkynl 737 Wdhvk Mxtfbnr | TWXR | Large Blend | 31.07% | 9.35% | 15.32% | |
| Mjlwwjq Ckwrynwc Zvskfw Bfnfn | YSWWZM | Mid-Cap Blend | 22.36% | 0.66% | 10.60% | |
| Rhby Njrsdmgmqjqzs Gqfcv Ywcc FDQ | HCHJR | Foreign Large Blend | 16.06% | 2.65% | 7.08% | |
| Bhvd Whdhfgy Bkxfc Ntz Lpkfnx Fyy Gzfr PLQQ | KYGYZ | Large Growth | 37.53% | 13.03% | 19.58% |
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.