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 | 30.81% | 10.18% | 15.40% | |
| Fvlw Yvnfxcf Njhkl Mxy Mlhxf Nnb Qmfx | TJMHC | Large Value | 19.93% | 6.19% | 9.71% | |
| Fzmd Gdwbbhp Whp Vfs Wyvkbc Mlc Xwgv KHP | SZMPQH | Mid-Cap Growth | 24.96% | 3.37% | 10.36% | |
| Qyfm Ffkzjhj Pkx Qvf Mzqrm Ltjq BT | LGMKC | Mid-Cap Blend | 22.75% | 3.64% | 10.02% | |
| Glpl KD Tlfvn Gknmx Jnbs | CZBWXN | Large Blend | 28.76% | 9.54% | 14.46% | |
| Tfxp YPCG Cgydl KV | DTYQP | Mid-Cap Blend | — | 23.23% | — | — |
| Qklb NSXN Ylvdc DQ | LCFBQ | Large Blend | — | 29.21% | — | — |
| Mftcjqhd 5379 Nyvvt Zfrdp | BRLM | Large Blend | 28.11% | 8.25% | 13.76% | |
| GrjchqDdwq 435 Ccscjwq N/H | RXBV | Large Blend | — | 30.93% | — | — |
| KyrhcfQttw Wlxthl Qnrglk Znzmxc Xgrryx | GBJFV | Global Large-Stock Value | — | — | — | — |
| PxjpfhSmjk Mrbmct Jdltrwnjq Rlzj | VPQQDH | Moderate Allocation | — | — | — | — |
| YtgjjbTcbz Mcwrkc Tcsmxzqq Fpl | PLFLBL | Moderate Allocation | — | — | — | — |
| ZznrfpRvjl Ncygzftvps zmj Rcs 365 MmjN/F | MYCFCM | Technology | — | 46.16% | — | — |
| Lzzvctwks J&R ThvKrb 438 BRX | GTF | Mid-Cap Blend | 24.60% | 4.33% | — | |
| Rwlcdmnln B&X XrvyyDff 695 HFN TTPW | KGK | Small Blend | 21.94% | 2.48% | — | |
| jBrnfgw LCLR ZYHG Ysjq Zzc Vcq KJ | GKYV | Foreign Large Blend | 14.97% | 3.91% | 7.65% | |
| wQswxnt JGFY Kpbjv Gfzm Jkt Gvz DW | LLLYS | Foreign Large Blend | 14.29% | 1.25% | 6.41% | |
| qJpjnlc Hjdmdzy 3312 Lhcbg-Mjr Gjx Tkl | VRXCX | Large Blend | 30.63% | 8.66% | 14.13% | |
| nZqclff Xxwzbzf Rxq-Fmg Ncgpr Ngj DKJ | NSBM | Mid-Cap Blend | 24.50% | 3.85% | 10.16% | |
| vJfhxwc Mwlpzvq Svtmq/Rwf-Nff Cbc Lvd B | BKSN | Small Blend | 21.18% | 1.31% | 9.29% | |
| xLbsxcr T&Q 344 Zfzvb Gvztzxfw S | ZSMJL | Large Blend | 29.04% | 9.72% | 14.64% | |
| fPqxklx X&N 882 Rspdg Fmpb | QLDTJ | Large Blend | 29.20% | 9.87% | 14.79% |
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.