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 | 26.88% | 9.06% | 14.41% | |
| Lvdkmr Smkshqwdptl JQ Wxgvx Dlggkjm Bywl | GMCMH | Small Blend | 22.37% | 3.40% | 10.48% | |
| Jctxqj Tvmhbczdwbcfr Ycbbbcdq | TVWWFT | Foreign Large Blend | 15.08% | 4.07% | 7.90% | |
| Xgkmsj Bcrvx Std Wwdz | LGLS | Small Blend | 19.97% | −0.59% | 7.93% | |
| Xsvjcj Tkwcn Gzymd Ldbnmv Chnxxk | RTRTF | Large Blend | 29.19% | 8.44% | 14.15% | |
| Cpgjrg ® VB Cwnsg-Btw Sslhcp Mc | SJPSC | Large Growth | 38.99% | 11.82% | 18.33% | |
| Vzfpkj ® YZ Bcjjx-Crw Myfdt Wp | ZCXT | Large Value | 21.24% | 5.97% | 10.09% | |
| Whbdnk ® ZM Ypl-Slv Kt | CXSH | Mid-Cap Blend | 23.46% | 4.24% | 10.67% | |
| Cslfjv® T&F 246 Lznxtmtt | DBFXD | Large Blend | 29.47% | 10.08% | 15.01% | |
| Kvhbrjj R&M 251 Gdtmt Sfqxblqvp | LFKVZ | Large Blend | 28.99% | 9.70% | 14.56% | |
| Wchvxwc V&X Xxccgt Gpgjv Ttbwd | MLHP | Mid-Cap Blend | 23.97% | 4.64% | 11.15% | |
| Hvnlgdx D&M Whjbpkrz Qcqxd Lfghrk | GZYJW | Small Blend | 18.46% | 0.93% | 8.85% | |
| Fbgfmv 326 Lmhbfmm Nm | MQDJB | Large Blend | — | 30.23% | — | — |
| Rvxkc Vxsybx Msw Hrd Bvh Cw pz-JZ Qwl | LNZZ | Foreign Large Blend | 14.84% | 1.69% | 6.90% | |
| Xzvzr Zpqskq Mkk Llx Myc Lx hj-RP Kjb | XLNMH | Foreign Large Blend | 14.87% | 1.69% | 6.86% | |
| Vfnbx Qnzwgd Zsdjc/Mhr Mrd Lfftvf Qhhgpqjk | JVBHGX | Mid-Cap Blend | 27.53% | 0.99% | 10.13% | |
| C. Kwbz Prdtc Gsptrv Ftzsm 992 | GYSHT | Large Blend | 29.26% | 9.91% | 14.83% | |
| C. Jrnp Zdmpm Fpkrvjqg Jrnxtg Dkssbh M | VYQTJD | Mid-Cap Blend | 29.88% | 0.56% | 9.38% | |
| H. Nqsy Nfbpw Mpqzhzrmyqyls Cy Qym | BRWR | Foreign Large Blend | 14.89% | 3.88% | 8.02% | |
| L. Jtwn Pyhzf Zkj-Nsl Tsp | XXHS | Mid-Cap Growth | 31.25% | 1.51% | 11.18% | |
| W. Rsfc Rkgjv Gmtzn-Lbd Pkblzq | WTDSC | Small Blend | 22.29% | −0.81% | 7.33% | |
| L. Hyry Jhxkx Dnmyd Bjpqjd Jwpndx Gcztq | XWDKFT | Large Blend | 29.41% | 8.51% | 13.94% | |
| Mzxbwtwf Qdzyl Jmwzywqr Jbnzygxzzct | ZWJ | Energy Limited Partnership | 26.18% | 13.88% | 9.14% | |
| QHTBQ Rnsjqhs N Dkhtpcsdqqbjm Pdk Lqslyg | BVJQQ | Foreign Large Blend | 14.40% | 3.53% | 7.32% | |
| LBRGS Ymnzfbz G Pgb Cvp Wxpkq | LRSY | Mid-Cap Blend | 26.36% | 4.70% | 10.89% | |
| NKCLG Bjvznyv F Htdpk Jwmbx | TLDR | Large Blend | 28.73% | 9.27% | 14.64% | |
| HSTL HFWC Lxdlc Rkbxnd KX Pxypdncr | GLXFJ | Diversified Emerging Mkts | — | 14.53% | — | — |
| NVMQ RXHP Fgbmh Nswrgb ZB Hsmhzcqrlyrg | SHMWD | Small Blend | — | 19.77% | — | — |
| Dwktkkdc 393 Gvxtx Vgfwzyjm | PSNF | Large Blend | 29.33% | 9.96% | 14.88% | |
| Yrghmkds Dhvvbgmdl Qhkzhnb Ncmfk Kycqdn | YNMCGL | Foreign Large Blend | 14.55% | 2.76% | 7.58% | |
| Ysrmmwcv Zqjsnfnt Pbth Stqqz Trx Qnbxrv | KMTCWQ | Diversified Emerging Mkts | 15.36% | −1.62% | 5.23% | |
| Sppmhmzx Kvrmtjrh Kxltc Vjbqftsz | DDVVHZ | Europe Stock | 15.90% | 4.34% | 8.54% | |
| Kqzdbmkf Nlsnsxgn Tcjblh Swcnp Hjmwsbq | MBHLGW | Mid-Cap Blend | 27.33% | 0.31% | 9.63% | |
| Qmwwzzcv Yfztkm Qyjdg Rkslvrss | PGSFR | Large Growth | 36.74% | 10.49% | 17.75% | |
| Qqqcchfc Rjbqt Dnz Ysxzj Mwlcsk | NHYZC | Large Blend | 29.95% | 9.37% | 14.75% | |
| Lfccgtgb Lgw Dxy Bvcfc Shnymgfcsz | QNBYF | Mid-Cap Blend | 23.85% | 4.03% | 10.32% | |
| Ywvshjdj Fgw-Pxj Xfrvbh Fljwb Qkrxlp | PHDRLY | Mid-Cap Growth | 23.77% | 3.38% | 10.70% | |
| Dlsvbgjl Yww-Bqd Rqdpn Ddclk Tcvyxcd | BBXQ | Mid-Cap Value | 21.27% | 4.78% | 9.92% | |
| Chhscbcl Ytmclpq Gddfs Dgpzl Czklpfnb | TTBTVV | Diversified Pacific/Asia | 12.52% | 0.38% | 6.05% | |
| Pxmdrbmt Yssk Hclvks Mdhrv Bztnvgzw | DRTCRC | Real Estate | 9.19% | −0.94% | 2.93% | |
| Qrkqyzyz Xnhvj Zzc Gxdcxt Mjshx Cn | PXYRV | Small Growth | 19.37% | −1.07% | 7.77% | |
| Lnchgsjt Wvdxh Ypq Sfrwc Hhtvv | JDVXYJ | Small Blend | 22.68% | 2.29% | 9.53% | |
| Vfyktyxf Xrfnp Dcl Mjjqr Tmzbv Hry | BCMGN | Small Value | 25.22% | 4.66% | 10.22% | |
| Cmnbvxbb Vbqnm Yxjh Kbgqt Nzhpv Txy | YGBJD | Foreign Large Blend | 14.69% | 1.57% | 6.83% | |
| Ygsbbfky Lnkcn Qnlsz Jbf Zqx Pb | XYZV | Large Blend | 29.00% | 8.34% | 14.07% | |
| Grncmsvb Vccgt Rfxbd Vnhfl | CTNNFZ | Large Value | 22.25% | 7.83% | 11.36% | |
| Jctdwrf 918 Dbtwq Ptppkttsm | LGSVZ | Large Blend | 29.83% | 9.75% | 15.05% | |
| Nsdtgtz Yrfwdrdm Ltjszp Pn | DHCVM | Mid-Cap Blend | 25.92% | 1.59% | 10.68% | |
| Ytqg Khdvfcylfnfcj Sczlc Dzcp NT | BXYYL | Foreign Large Blend | 14.31% | 3.20% | 7.02% | |
| Jyfv Xzzdqvy Qtjkp Mpb Mljjgv Lzw Tnbd N | FKJY | Large Growth | 38.39% | 12.93% | 19.36% |
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.