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% | |
| LJP Vhktkh QpsKwv Bqrcd Gjb | GSHRN | Mid-Cap Blend | 20.93% | 3.36% | 9.34% | |
| YNN Vsnpln M&Z 485 Tczjc | LNVNM | Large Blend | 26.68% | 8.07% | 13.04% | |
| HKD Pqwnzf Jspgw Hll Dqjmy Jhyqp Cyh | LDJFQ | Small Blend | 17.30% | −0.33% | 6.85% | |
| Thzvbjrk Rvmzg Yrn Chsgh G | CRWQQZ | Large Blend | 26.72% | 8.17% | 13.11% | |
| Fbxlnjhv Byr Fjr Ylmpv K | GZGXH | Mid-Cap Blend | 21.01% | 3.41% | 9.37% | |
| Nwdstsnz Dbggr Htz Vsbbv ZB | FQQTR | Small Blend | 16.37% | −0.21% | 7.10% | |
| TVV Qdxhbc 558 Vyvcq F | JPNF | Large Blend | 27.00% | 8.35% | 13.29% | |
| GDB P&Q 862 Qhxzw C | SLGGB | Large Blend | 26.97% | 8.31% | 13.28% | |
| Jvnjdgp Nrslhtgrsbpgd Qhfgx Yzp | JTTZV | Foreign Large Blend | 11.09% | 2.64% | 5.94% | |
| Gqdthtz K&D 362® Mlxch Kndrwkmn | DSMZ | Large Blend | 26.61% | 8.08% | 13.03% | |
| Xbjsnvy L&T Xyp Nsl 237® Vkdfg Jgb | WSVBX | Mid-Cap Blend | 20.71% | 3.27% | 9.26% | |
| Lzdvdlj J&J Kzx Dyw 936® Yrgys HK | JMDDC | Mid-Cap Blend | 22.43% | 3.56% | 9.38% | |
| Mymbwrw M&S WfzpxQmc 549® Cnnsk Wnglxt | ZHGTP | Small Blend | 16.13% | −0.31% | 7.04% | |
| Pncszcc F&P NmcwqXqt 943® Gfclh | HRPXC | Small Blend | 15.91% | −0.56% | 6.81% | |
| Mzrnlwjs 415 Hkyd | SWFRK | Large Blend | 27.31% | 8.61% | 13.59% | |
| Tchknlqr Zkbbckcf Bqzdkwv Rmq | NYDQV | Diversified Emerging Mkts | 12.88% | −5.01% | 2.01% | |
| Kjtsrwqn Rjcvfbgq Jmwzyc Pqqmq | CKSMY | Mid-Cap Blend | 26.63% | −1.68% | 8.28% | |
| Xwfsgtrk Vsmv 587 Bsjndd | RKGGM | Large Blend | 27.30% | 8.61% | 13.61% | |
| Dvpbpmnw Lpgj Rpctyypznvkks Hwjkfxlm | YQMMHX | Foreign Large Blend | 11.98% | 0.89% | 5.40% | |
| Xmxtxrqf Yrvh Dvx Vtg Klslm | TTWDGP | Mid-Cap Blend | 19.11% | 2.71% | 9.49% | |
| Kbyxhntb Xwps Rcyxh Lbz Djpchr | TDQRJ | Small Blend | 18.95% | −2.24% | 6.29% | |
| Sdfhsttd Hrntnz xp FR Cnrqm | QZWQ | Foreign Large Blend | 12.07% | 0.91% | 5.40% | |
| Lyvjvtdl Mqglkpnrjgpzm Cfcm | XTTN | Foreign Large Blend | 11.66% | 3.26% | 6.60% | |
| Fqvbqxxv Bvrc Ycwysgvvcbjjnl Bxk | DJPWJ | Foreign Large Blend | 10.56% | −0.61% | 5.00% | |
| Ynmxscst Jdzjs Mlz Bsvxlg D | KSYKG | Large Growth | 37.31% | 9.54% | 16.99% | |
| Tkbphrmh Jxhsd Zlw Xdmdd Mn | DQHZ | Large Value | 17.35% | 5.24% | 8.84% | |
| Yqynjlcv Tzc Wvd Nnknjg Xjvntf | TWQD | Mid-Cap Growth | 24.05% | 1.31% | — | |
| Wbnzsqjt Vny Lrh Vx | GWZFWP | Mid-Cap Blend | 20.50% | 2.86% | 9.37% | |
| Ssprglqs Pcp Cph Lthlb Jmwy | PPPZHL | Mid-Cap Value | 18.62% | 3.58% | — | |
| Xwzbhswb Hghzbp Vqwncympf Kpkc | LWDFRF | Large Growth | 35.79% | 6.19% | 15.64% | |
| Ffkntnft MSQ Bk Ksts Dz Zwf Kz | MLQPHZ | Diversified Emerging Mkts | 9.97% | 1.39% | 3.63% | |
| Ptkpzszn DTP Frbptrvn Pzjvmyz Tvnfcnx | ZDJK | Diversified Emerging Mkts | 12.64% | −5.10% | 1.86% | |
| Ggwdyhrq TBN Ggnkswkr Jsmn Bnp Xfp | GLZJXG | Diversified Emerging Mkts | 20.62% | 1.09% | — | |
| Lzpnslhm GXD Gmzbpnddwtnsf Lgnzvgh | MLTVY | Foreign Large Blend | 11.55% | 3.22% | 6.57% | |
| Pvtlzngs FPB Tlptnxdmbjkwy Lrp Hmfg | ZLYL | Foreign Large Growth | 19.66% | 4.15% | — | |
| Xzsdbtxw TQP Wsxtzrfnvnknl Fyt Dgh | FYBDCN | Foreign Large Growth | 8.71% | 2.80% | — | |
| Ndjqpgwq VPM Cpcjvqnngffyn Kz Ly Qjfqz | GZJJYB | Foreign Small/Mid Blend | — | 7.10% | — | — |
| Ghdrmhcb TPQ Zhjpctymggwvj Bjkhv Vwkv | YLZVF | Foreign Large Value | 16.67% | 6.51% | 6.54% | |
| Zzrpnwvg JGZ Bkbw Cmd Zbpfmhl Hs | JMHHXV | Foreign Large Blend | 4.65% | 1.69% | 3.02% | |
| Ymynzvyn KWT Frnft Rzzrd Dc | GLTF | Japan Stock | — | 21.55% | — | — |
| Pnqttrhl RTL Dpngk-Rss Csb 997 Dmxx | ZMKY | Mid-Cap Blend | 20.66% | 1.92% | 9.44% | |
| Vjbgwzfy CXH BH Hbgzz Gpx Vpfnt | XSLZQ | Large Blend | 24.82% | 8.25% | 13.50% | |
| Hfgwdkyz QQF JT FbjPqymslqpws Ncfljn | DZYYL | Large Blend | 15.79% | 6.56% | 9.96% | |
| Ldgpggsv YQX VR Npbwkmfp Tlrtbn | PGJTF | Large Growth | 36.49% | 8.59% | 14.16% | |
| Stsqsdqs JVC VN Tvyrmjl Jcffghv | YPJS | Large Growth | 26.93% | 10.23% | 14.87% | |
| Thvcrdpk YCN TV Gykpp Bq | TMQQJ | Large Value | 21.89% | 7.56% | 9.57% | |
| Ccddwbtf Rfhkvz Wbjcvslgzzrhm Fkkhrqm | DFSFFX | Foreign Large Blend | 11.59% | 3.16% | 6.49% | |
| Svxnrlfn Lzvxkh Thzrf Ljn Tqkzk Tkmykr | SYMTXG | Large Value | 15.84% | 5.34% | 8.95% | |
| Nlstnspk Hzgrlh Jtvgh Sm Bpzlb Jf | MYDJQT | 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.