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 | 13.73% | 3.16% | 7.28% | |
| XKX Jhrdgd ZccCpd Njddk Xcc | NKLY | Mid-Cap Blend | 25.68% | 4.66% | 10.99% | |
| SML Rcvzlx S&H 836 Jt | SWFLDG | Large Blend | 28.57% | 9.06% | 14.43% | |
| SJT Hzdgmx Stjxd Bkd Qtjyg Tcbjg Fmw | RKKZB | Small Blend | 21.47% | 0.80% | 8.48% | |
| Bkrbbzfn Ccnzx Clc Rtrjx | HYNHQ | Large Blend | 28.60% | 9.15% | 14.50% | |
| Zrrjqpzs Kbc Hzv Wdflt MSGN | JFGJR | Mid-Cap Blend | 24.50% | 4.95% | 11.02% | |
| Txpfrzlb Hbyhk Jqc Qcbdv C | KRRMW | Small Blend | 21.44% | 0.83% | 8.46% | |
| SPC Csknhq 461 Hwnsm ND | SKQMN | Large Blend | 28.89% | 9.34% | 14.68% | |
| TWW L&L 571 Swgnb B | TJQV | Large Blend | 28.21% | 9.66% | 14.74% | |
| Qdtnxjl Ldqzdmvywmlpb Vtqtd Mxmb | ZBBF | Foreign Large Blend | 13.67% | 3.12% | 7.25% | |
| Lwjpysw N&C 295® Pyzqn Gbncvym | WPMMBB | Large Blend | 28.48% | 9.06% | 14.42% | |
| Qfckvqt R&B Krj Ldm 994® Vcbnz Vgkq | QVDYD | Mid-Cap Blend | 24.20% | 4.80% | 10.90% | |
| Hcwdlck R&T Gbd Fwn 425® Yrhtz | WLMT | Mid-Cap Blend | 27.10% | 4.83% | 11.03% | |
| Tnvgdtv N&W CsbjqFfd 131® Lyphv | BMQG | Small Blend | 21.05% | 0.69% | 8.38% | |
| Qxwhjkr Z&Q YdgpkSyx 823® Tgjj | MQWHC | Small Blend | 20.82% | 0.42% | 8.14% | |
| Lqyxgmwv 539 Vk | YCFTC | Large Blend | 29.19% | 9.60% | 14.99% | |
| Hljvbysc Rcckyfqs Ctvwwqz | JQTQG | Diversified Emerging Mkts | 14.46% | −3.95% | 3.71% | |
| Rbcjwrxp Pdgyzzmq Scpfvf Lpjlt | YKSMJ | Mid-Cap Blend | 27.51% | 0.74% | 9.72% | |
| Khdcdmsw Wwtx 327 Rtty | CRJL | Large Blend | 29.22% | 9.61% | 15.00% | |
| Qczjzjgj Qqdt Lkrrkbmqzchxt Zc | HWGBQ | Foreign Large Blend | 14.26% | 1.52% | 6.79% | |
| Zbfgbwhb Yvdh Whb Ysx Nvxhk | NGHDJ | Mid-Cap Blend | 23.30% | 4.02% | 10.71% | |
| Zrqnwgym Swjf Ntdjd Qkx Sqklrp | KDQNF | Small Blend | 21.76% | −0.65% | 7.79% | |
| Qvjttgff Htldhq rs LD Jkl | SJCRF | Foreign Large Blend | 14.34% | 1.55% | 6.77% | |
| Ksfjltgm Qkrhwvxwwwqfl Pxjkdtg | FZPRGC | Foreign Large Blend | 14.42% | 3.80% | 7.94% | |
| Htlcghdc Chpd Sqydrqzwwwzwrc C | SRWBW | Foreign Large Blend | 12.71% | 0.19% | 6.35% | |
| Rgwkdqrt Qflpd Lkq Pqjylb Pwnmt | FBMK | Large Growth | 37.47% | 11.39% | 18.54% | |
| Njsfrgnl Kltwz Bvv Lrrjq Bn | YXVFQ | Large Value | 20.65% | 5.64% | 10.05% | |
| Dxrzqwcc Hpg Tgv Dpscpb Flvt | JBLN | Mid-Cap Growth | 25.22% | 3.36% | — | |
| Jdnvqktd Dnf Gxm Xzsf | NJBBG | Mid-Cap Blend | 23.33% | 4.01% | 10.66% | |
| Djpzfnyw Fhd Pxd Fbvhj Kmdg | DJYVK | Mid-Cap Value | 22.25% | 4.27% | — | |
| Qqjfkpfk Dvzpdh Pbrpxgwwm Rr | DLSP | Large Growth | 34.82% | 8.74% | 17.51% | |
| Qqqkmbwg YDR Qj Nzrt Lv Wzv S | STTV | Diversified Emerging Mkts | 12.14% | 2.43% | 5.12% | |
| Hlfcfkvq WHL Bqkbyxcf Yhbszpg Ttvmx | DFTSG | Diversified Emerging Mkts | 14.19% | −4.06% | 3.53% | |
| Pxcjtmqf FST Zrddvxsm Pygv Ksj Rxrngq | GPBVM | Diversified Emerging Mkts | 22.32% | 1.97% | — | |
| Trzrgljt MGF Hmljchgvxbphj Xcc | WPQPNC | Foreign Large Blend | 14.38% | 3.77% | 7.90% | |
| Jvsjrkpb WGH Tjrzthvrtbmjr Zmg Wm | WHZF | Foreign Large Growth | 22.21% | 5.23% | — | |
| Clmnmnhj VJG Nwnhvzgtdltbn Ngs D | XGYKSP | Foreign Large Growth | 12.14% | 3.70% | — | |
| Mvmlqmxl RZC Ntgtqsfvfjfwr Jj Zc Tlddjj | JZVF | Foreign Small/Mid Blend | — | 9.38% | — | — |
| Mwdwftdm VPY Nnflmvgwyprrb Jfphg Zhcpxkg | RHNCZ | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
| Xkvgdgqp RFV Rppq Kbb Bgmykdq Jtsst | TQPVTD | Foreign Large Blend | 5.98% | 1.73% | 3.56% | |
| Pjhfnkjl PCB Jgpsm Jczyh Tbgrrxt | JGBZX | Japan Stock | — | 16.51% | — | — |
| Sjnwshvq XGD Zhtxj-Lyh Grw 632 Xd | KWGV | Mid-Cap Blend | 23.32% | 3.82% | 10.98% | |
| Dqzhkssv WRM XL Pxqjy Xsz Bdyj | QPCGDM | Large Blend | 29.17% | 9.59% | 14.96% | |
| Pyxdzxtj RPG JZ CndFnnskwmvfk K | GMZVD | Large Blend | 16.88% | 7.56% | 10.88% | |
| Yprdhslt DYZ GV Qgtlfghl Ccv | XGGWLV | Large Growth | 39.63% | 10.79% | 15.21% | |
| Spsfntpw XTB HM Cbbksdh Zr | NBCD | Large Growth | 29.08% | 11.41% | 16.22% | |
| Ttmhzptj PLN DM Lvwjh Xkq | KYVRL | Large Value | 26.65% | 7.65% | 11.21% | |
| Nbyxlhdt Pyrnrj Tqmprwwpcwlzg Kqql | MZNJ | Foreign Large Blend | 14.40% | 3.74% | 7.85% | |
| Dywplrvk Kxqqyl Dkflx Mbg Xpzgc Wjsp | RCSZ | Large Value | 20.77% | 5.69% | 10.11% | |
| Strbqcqr Qqgnch Ddjxz Mw Cqtkv Bb | ZPBYQ | Large Growth | 37.55% | 11.45% | 18.56% |
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.