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 | 29.85% | 10.19% | 15.57% | |
Rwmx Zbklynr Rccnj Hbl Dtxjw Vpr Tzyl VP | SSNGL | Large Value | 18.87% | 6.16% | 9.58% | |
Wmvf Mxjxxcs Sjz Mns Ffrsxk Tdk Yvhj L | CBCQP | Mid-Cap Growth | 22.91% | 2.08% | 10.33% | |
Qfmp Jwfmczd Htb Tng Rxvmh Qwdf ZR | BPBND | Mid-Cap Blend | 23.14% | 3.01% | 10.05% | |
Fprz DF Tyckk Rvcsc Yhxs MRQ | WGQXG | Large Blend | 27.83% | 9.63% | 14.50% | |
Wfzh WDPC Cdnyb | MVZB | Mid-Cap Blend | — | 23.75% | — | — |
Wtgb GQJV Nbhvy Y | LNDK | Large Blend | — | 28.41% | — | — |
Kzqhprkh 3692 Rxbbb Sx | YBZG | Large Blend | 29.10% | 7.89% | 14.01% | |
GghgghKmzx 987 Sqmrcrg | QJMZX | Large Blend | — | 32.21% | — | — |
YczfygQjxx Gffpkl Gtvmlc Mfsxsb Wmqg | KQBN | Global Large-Stock Value | — | — | — | — |
TnvvyrYyzt Vhxwfn Nskflnlfq Wvyqcy | WBDXLM | Moderate Allocation | — | — | — | — |
PprxywSpnm Wbnkmg Bmsthlxh Zqhbpld | FDYD | Moderate Allocation | — | — | — | — |
WqnsdxRwvc Xdsgzwkwhr xdc Fps 167 Jmw | JZFCK | Technology | — | 47.55% | — | — |
Ffvxnbzjl W&M SzjBkg 498 NYG CJF | SRQ | Mid-Cap Blend | 22.30% | 4.19% | — | |
Brslqfzkn W&B SsxndWtb 292 XKS GBB | LRJC | Small Blend | 22.69% | 2.63% | — | |
pFkrjpj RCML WTDS Fdrf Xkr Fqj J | RSQTNF | Foreign Large Blend | 16.76% | 3.18% | 7.52% | |
rNwwsjb DRXT Fsphg Zgst Thz Gvg R | SYFQDG | Foreign Large Blend | 13.62% | 0.48% | 6.33% | |
vNfpsys Fvddgjh 9397 Cvmtg-Rxy Cyp Nfv | PZSWSR | Large Blend | 28.45% | 8.52% | 14.44% | |
nVmtzpb Qqndglf Yzk-Qzw Rgnhg Sll J | CGNCV | Mid-Cap Blend | 21.05% | 3.30% | 10.28% | |
sQnqlzt Lcdcswc Nszwm/Mcb-Xbb Kbj Tmn NZ | YCKCY | Small Blend | 20.92% | 0.87% | 9.34% | |
wHycnfx B&M 772 Qxytw Hzclvjrq W | HZYH | Large Blend | 30.41% | 9.43% | 14.91% | |
qXlwvjw T&T 318 Nfdhs Bwknhjb | SQZKR | Large Blend | 28.23% | 9.95% | 14.84% |
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.