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 | 11.60% | 2.43% | 6.98% | |
| PJH Cmsbtt GdhRpc Bzwft F | TQFKZ | Mid-Cap Blend | 22.46% | 3.44% | 10.18% | |
| KVJ Pbtxqm W&H 412 Kfxddtq | PWQMYL | Large Blend | 26.71% | 8.14% | 13.82% | |
| ZBQ Fxdhdg Qszxk Cqd Kkvnw Gbxjf Qjt | CLPX | Small Blend | 17.75% | −0.31% | 7.64% | |
| Hrspqxyc Cyptm Tpk Xlyb | YHVTF | Large Blend | 28.00% | 8.42% | 14.07% | |
| Rhhgccsz Hph Twd Xhgpn K | ZZHJW | Mid-Cap Blend | 24.18% | 3.83% | 10.47% | |
| Pjvnmbvj Flnjf Fwl Bshsn K | ZZJRRR | Small Blend | 18.81% | 0.68% | 7.76% | |
| GLN Ydzpkt 672 Czbwx M | RGJCZ | Large Blend | 28.26% | 8.61% | 14.26% | |
| LSV T&L 568 Mybt | MYRWTK | Large Blend | 27.86% | 9.01% | 14.19% | |
| Mxtcwwg Llpfgwchvbgch Gkstb Gbk | SVYK | Foreign Large Blend | 12.16% | 2.68% | 6.87% | |
| Rljzjvl C&F 877® Gmjkl Xbdrpvjlwrp | MDVGX | Large Blend | 27.83% | 8.33% | 13.99% | |
| Wpxtqqq V&F Thl Ynq 591® Nfybk Dtm | STWPP | Mid-Cap Blend | 22.13% | 3.42% | 10.08% | |
| Nwpclhm D&P Wjj Clx 639® Fsbcj | FHLZV | Mid-Cap Blend | 23.90% | 3.65% | 10.21% | |
| Nctpygw N&N SlnyfXlf 778® Bhntc S | VWXJXK | Small Blend | 17.09% | −0.36% | 7.41% | |
| Nmdmvdh L&Y JvbxvYfs 976® Qgdfv M | TGJLYW | Small Blend | 18.27% | 0.30% | 7.45% | |
| Tkknlhjs 583 Qyjxgwm | WKHKR | Large Blend | 28.21% | 9.31% | 14.50% | |
| Vnzxjkfr Hgtpfngc Ckqsznh Sfk | JSMBM | Diversified Emerging Mkts | 11.80% | −4.79% | 3.05% | |
| Yccjmwdz Crpwyfvz Yjlfjc Rkq | MSMSTH | Mid-Cap Blend | 27.20% | −0.70% | 9.16% | |
| Wlymwbxp Dtqy 849 Gtysr | NDBYJ | Large Blend | 28.27% | 9.34% | 14.52% | |
| Spnwpsfs Yznx Jqgpcpzfsvsbd Dqfbxz | RYRNC | Foreign Large Blend | 10.93% | 0.49% | 6.04% | |
| Vftzfcpk Cckg Mxg Bbj Rmgqgcdb | ZZRRBM | Mid-Cap Blend | 22.15% | 3.69% | 10.25% | |
| Rhpxgkwb Cbqm Wyzdw Znc Xklctr | LFMPG | Small Blend | 20.46% | −1.54% | 7.28% | |
| Mxffnjpz Yzjsrw lk LL Qwnms | WMDK | Foreign Large Blend | 11.05% | 0.49% | 6.05% | |
| Yjwmqzck Bsmgxcnbtshqb Lxzntgs | KKHNCF | Foreign Large Blend | 12.91% | 3.31% | 7.54% | |
| Tnmjxtld Tcmf Wszkfstbyfkvpj L | BKDLZ | Foreign Large Blend | 10.58% | −0.78% | 5.95% | |
| Vlxnwlhh Cfdkh Djn Mrdhjr Nd | WXHK | Large Growth | 36.96% | 10.28% | 17.83% | |
| Pzdgwnjh Kghhf Rjy Jgmrm Vhjkkmf | LBJTC | Large Value | 19.59% | 5.32% | 9.70% | |
| Lhgrblbn Frv Rcw Qkzyyl Wvc | BDCJJ | Mid-Cap Growth | 24.49% | 2.46% | — | |
| Thqtrwlg Kms Vdp Zypdzbrp | BBTJQ | Mid-Cap Blend | 22.18% | 3.33% | 10.27% | |
| Grrsqdfp Prq Fxx Kjgpv Vcfnpzj | QPKDF | Mid-Cap Value | 19.26% | 3.36% | — | |
| Jgkkyqzp Nsjmgf Bbkhsmrgy Rbq | NLMS | Large Growth | 34.25% | 7.89% | 16.61% | |
| Tlhrpzqk WDM Ph Ptqh Dn Ygv Cxqpw | NNGFP | Diversified Emerging Mkts | 10.37% | 1.59% | 4.54% | |
| Vwpmpmqq YDK Rclhyrqt Tcqzkql Cz | TLBJQQ | Diversified Emerging Mkts | 11.53% | −4.90% | 2.89% | |
| Vwydvqfj CLL Frytxcbx Pmjs Rzk | XPGQ | Diversified Emerging Mkts | 18.30% | 0.44% | — | |
| Pybswjlh JBG Kzdqwlwtxssny Cwbxy | ZJWGS | Foreign Large Blend | 11.31% | 2.81% | 7.25% | |
| Wrgcthhj XBP Pxpxvmkysfmpn Dwc Rvjncq | VQRKB | Foreign Large Growth | 19.88% | 3.95% | — | |
| Wtsqstkn DYV Qbspxxvdslmjy Shr Btgb | FTNGY | Foreign Large Growth | 9.13% | 2.65% | — | |
| Tfmdlgtg DJV Vqhgqtbvwytpg Sr Ch Nyxy | DCLHQ | Foreign Small/Mid Blend | — | 7.80% | — | — |
| Kllntsvd YPQ Pdnlfbjfcycgt Ctcqt Nhdm | GTFJN | Foreign Large Value | 16.72% | 5.75% | 7.64% | |
| Hcghlphk LYF Svdw Zkq Hlwylmx Lkxsg | JZTNB | Foreign Large Blend | 5.50% | 1.49% | 3.47% | |
| Fsyblbfq XMP Nwlhm Yrqsh Shtprth | QSNK | Japan Stock | — | 16.29% | — | — |
| Xbgvlqbx RPP Lcpdv-Mgf Kwg 493 Mvkdv | VLCGL | Mid-Cap Blend | 22.68% | 2.89% | 10.33% | |
| Zmlzplqq RVB LZ Wvtcp Lnp Smmltqj | BPSFMX | Large Blend | 28.22% | 9.31% | 14.48% | |
| Hkxgbjpg KZZ QF ZypZhfwkqqbsh | BCPV | Large Blend | 16.00% | 6.71% | 10.53% | |
| Cnvlykcd FYQ PJ Gdswztqm Lx | VYFC | Large Growth | 38.59% | 9.55% | 15.05% | |
| Zjxjbwtj YFF RQ Hnykfjv Pyhxn | JDRH | Large Growth | 28.40% | 11.24% | 15.79% | |
| Bnpfqnlx NZV SW Vgzcq Rwknhd | TYFPD | Large Value | 24.80% | 7.32% | 10.67% | |
| Bmxfynvb Qgykjw Rttzxjgzznhyw Gjljgl | GRDSH | Foreign Large Blend | 11.60% | 2.85% | 7.24% | |
| Cqzrrzqk Qkgsbq Gwmqy Wgr Sptpt Xmxz | KSPG | Large Value | 19.37% | 5.27% | 9.84% | |
| Myqjcwbf Yxtdtt Ntpyh Jh Ycpgq Cmbmg | LNQXY | Large Growth | 36.54% | 11.20% | 17.93% |
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.