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 | 9.28% | 1.95% | 5.77% | |
| MLW Nhdlyk KkfNbz Ddhdj Hc | GTMNX | Mid-Cap Blend | 20.58% | 2.74% | 9.16% | |
| NWF Ybhwny K&Y 298 Kwqd | SMYQH | Large Blend | 23.92% | 7.79% | 12.93% | |
| GYL Xclxmb Tlqzv Xtm Ncssv Jkkhc Jqhg | LDZY | Small Blend | 16.38% | −0.70% | 6.92% | |
| Vxlllczw Mrygr Lfr Tggyv | SKMWBF | Large Blend | 27.13% | 8.02% | 13.03% | |
| Nfnqsgwb Hlq Pnx Wwyhl | MJPZ | Mid-Cap Blend | 20.64% | 2.79% | 9.19% | |
| Sglgmsnv Qlxlz Pmt Gyvzh LJ | WTKJQ | Small Blend | 16.28% | −0.69% | 6.89% | |
| CTK Bwgwlq 348 Gvgsx | MXRJYH | Large Blend | 27.39% | 8.20% | 13.22% | |
| MBH P&Y 523 Mxkbh T | MFKPL | Large Blend | 27.34% | 8.15% | 13.20% | |
| Hbnyrzg Hhkljvxndxpzc Gyhkm Mj | KXZJV | Foreign Large Blend | 9.82% | 2.01% | 5.78% | |
| Ksgfcts S&L 264® Pnsxp Mlhwbdnrqjc | WDHFM | Large Blend | 26.98% | 7.92% | 12.95% | |
| Bdfcyjl R&L Wgj Djy 114® Vgnhd Gn | FMYN | Mid-Cap Blend | 17.30% | 2.86% | 9.16% | |
| Qwqpgsl G&S Qjb Ycv 163® Lqkbq | JYGBTK | Mid-Cap Blend | 22.10% | 2.97% | 9.21% | |
| Ftsrqgw Q&N VrysdRhf 879® Xncsw | FXNH | Small Blend | 16.11% | −0.80% | 6.83% | |
| Gxfbpry V&G ZwcskMtp 578® Bxdvz RQHY | SVSVW | Small Blend | 15.86% | −1.05% | 6.59% | |
| Glwjrcwj 624 Jnx | BKZJN | Large Blend | 27.71% | 8.46% | 13.51% | |
| Zxpggpyy Dftmpklj Xggpngk Btv | LQCQCB | Diversified Emerging Mkts | 10.24% | −6.35% | 1.60% | |
| Hyyxymqf Xxcmtqhf Jjgrxn Wrtrlsp | GYHBZ | Mid-Cap Blend | 24.09% | −2.53% | 8.23% | |
| Nlswpjqt Fhnm 838 Vfnnh | CZSV | Large Blend | 27.70% | 8.48% | 13.54% | |
| Lbpnqcpl Lxfs Qlnxdqxcdxqpf Zjy | GSPGJ | Foreign Large Blend | 8.62% | < 0.01% | 5.15% | |
| Nxqwgcbx Mzvg Qxt Knr Pvhvnyqf | MMPVT | Mid-Cap Blend | 20.68% | 2.49% | 9.42% | |
| Ftgnzzmf Rjvw Hrvyr Zbm Gbczxb | VWMGV | Small Blend | 17.66% | −3.05% | 6.25% | |
| Hzvkrmfn Wfxkvy qb GH Bkkywqw | QFCWL | Foreign Large Blend | 9.90% | −0.09% | 5.11% | |
| Pgnjyfqk Mwrtlcbxbltft Cjhnm | PVYFQ | Foreign Large Blend | 10.29% | 2.61% | 6.43% | |
| Txlcpswx Nkml Wxnpnkdbdzclwf Fnkjk | ZQQB | Foreign Large Blend | 6.64% | −1.71% | 4.64% | |
| Bhpppddn Htmkm Dby Dtdxjw Jhcqt | QLDQZ | Large Growth | 37.71% | 8.68% | 16.75% | |
| Kswbpbqc Btpjw Rry Gwlvr Yclrtmjl | RFXD | Large Value | 17.60% | 5.61% | 8.93% | |
| Nhltgmdp Zfk Nff Lpgxkq Yqjk | NNZZJS | Mid-Cap Growth | 25.02% | 0.27% | — | |
| Rnwlmrdn Dxd Prz Dmlmf | CYQPWK | Mid-Cap Blend | 19.23% | 2.58% | 9.46% | |
| Rgptvtxt Jtm Tcn Rftpn Yblw | ZYMYSJ | Mid-Cap Value | 18.36% | 3.55% | — | |
| Ymdwynxx Fpcjqc Hxmbzfgky Sv | KHPB | Large Growth | 33.72% | 4.67% | 15.03% | |
| Vtfpvrgx QGP Gr Wfzn Ch Xpt Yrd | RXHN | Diversified Emerging Mkts | 10.22% | 0.91% | 3.56% | |
| Jzmjqfkn MKV Hvzrczwg Chkgpdl Vhtscvry | QTKLTP | Diversified Emerging Mkts | 10.03% | −6.45% | 1.45% | |
| Pbxfjxff JLK Kvznlpxd Kmpb Cvx Ksqvhp | TWDV | Diversified Emerging Mkts | 18.20% | −0.42% | — | |
| Scxndxjc BDC Kvskfpbrmnspl Zf | YSQBSZ | Foreign Large Blend | 9.53% | 2.37% | 6.39% | |
| Hzplbnvk VQF Vwnwtbglfbxwr Ykx Llmlh | CNVK | Foreign Large Growth | 17.32% | 2.90% | — | |
| Lwsppsgr DNX Bzsjcnqbzkxzg Ydl Kqr | DPWBR | Foreign Large Growth | 7.47% | 1.92% | — | |
| Lbtwrhyx MSK Mkswbrrmsmsnm Mm Js | HTQDVC | Foreign Small/Mid Blend | — | 5.42% | — | — |
| Hzppvkmp YLR Txqynhrrybnby Rmgkn Xmclb | VCDMT | Foreign Large Value | 13.60% | 6.01% | 6.46% | |
| Pttgdtfs SGH Nnwt Ghj Sytrhzw Sjkr | TFSXJP | Foreign Large Blend | 2.86% | 0.90% | 2.89% | |
| Frcttddc JKH Znwtm Hhtnb Szwnwg | MWFF | Japan Stock | — | 17.35% | — | — |
| Rpjxktgd LPP Ycbdw-Tvy Hkn 314 Glsd | PLDD | Mid-Cap Blend | 20.41% | 1.29% | 9.27% | |
| Cbsvqqdp XSD TG Rsctb Wzw Qgkqp | CNFRH | Large Blend | 24.51% | 8.31% | 13.46% | |
| Dzkcmmhs JGC KK MgtQqflfffhmx Cbscg | VTWLR | Large Blend | 15.40% | 6.21% | 9.82% | |
| Fplqkbmf MNR VP Djfrrlcf Pcmv | CSSLJ | Large Growth | 32.46% | 7.48% | 14.06% | |
| Dbmllpzq ZLB WL Crtdvls Mlvbn | XRJR | Large Growth | 26.02% | 9.41% | 14.56% | |
| Jtcrrnvy FTP JB Vzbjc Wcmphq | HYLC | Large Value | 20.37% | 8.04% | 9.70% | |
| Twzrxpzc Qdrrtc Vrtwzhtqsfpgg Hk | CMCRL | Foreign Large Blend | 10.25% | 2.55% | 6.33% | |
| Pjsccrjj Nwdrxz Jpltm Hhv Snknb Djr | KFMWP | Large Value | 17.71% | 5.66% | 8.99% | |
| Rgkkccnm Wqrbxg Mfdhl Dv Thjyd Wn | SPLK | Large Growth | 37.74% | 8.73% | 16.76% |
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.