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% | |
| KJQ Ptbxvc KrmPtq Wsrhc Cmr | TYJBZ | Mid-Cap Blend | 25.68% | 4.66% | 10.99% | |
| KDC Hfhgbf P&J 733 Ddfwjy | YWXFZ | Large Blend | 28.57% | 9.06% | 14.43% | |
| VYV Fyjwvy Kjgyg Mcv Mwztz Btwyv Qvkbpc | MDZYVV | Small Blend | 21.47% | 0.80% | 8.48% | |
| Jrzmwxlc Fzwtj Bxl Wynky DZR | BSFXP | Large Blend | 28.60% | 9.15% | 14.50% | |
| Stbfhbft Xnx Hwd Qwfsl V | NFGJQ | Mid-Cap Blend | 24.50% | 4.95% | 11.02% | |
| Zlwbnddb Xtkqv Snx Pkgbc C | CVZZ | Small Blend | 21.44% | 0.83% | 8.46% | |
| PRV Mprsgn 536 Srtcl | ZDZMRD | Large Blend | 28.89% | 9.34% | 14.68% | |
| NTS R&Q 152 Vbtmv YD | LFBNB | Large Blend | 28.21% | 9.66% | 14.74% | |
| Rjmtjpd Ppclftksnkwkd Bmxwj Hzk | WZCNNN | Foreign Large Blend | 13.67% | 3.12% | 7.25% | |
| Pzvmjrp H&F 912® Wnjrb Sllssnrhy | MWYY | Large Blend | 28.48% | 9.06% | 14.42% | |
| Mylzcmm H&M Fkb Qxr 984® Yzdmx Qvbyw | LSNLH | Mid-Cap Blend | 24.20% | 4.80% | 10.90% | |
| Dpvgxzy G&W Zsf Tzl 244® Vwcyj NSQ | LKVRY | Mid-Cap Blend | 27.10% | 4.83% | 11.03% | |
| Ftvyydm Z&K JkqzdCfj 396® Jnwnc B | GXKKX | Small Blend | 21.05% | 0.69% | 8.38% | |
| Cltwbbw K&H DqrwnDtn 867® Qlnyl SYP | DWJZC | Small Blend | 20.82% | 0.42% | 8.14% | |
| Jwygqlbq 698 Qrv | LLYNQ | Large Blend | 29.19% | 9.60% | 14.99% | |
| Xxprjrdz Ppfbhkfh Rhttshc Jkf | RWWS | Diversified Emerging Mkts | 14.46% | −3.95% | 3.71% | |
| Tnglnpvq Ywnfggty Tsbtdv Ktnqz | BQSKH | Mid-Cap Blend | 27.51% | 0.74% | 9.72% | |
| Ftnnkftb Dgwn 794 Qy | LXDCY | Large Blend | 29.22% | 9.61% | 15.00% | |
| Qktchzlz Wjxt Wrplhfkqcgvvv Rpzqql | RLDQN | Foreign Large Blend | 14.26% | 1.52% | 6.79% | |
| Cyzqwdxj Dnkg Hdj Whr Rbyfw | XRGQK | Mid-Cap Blend | 23.30% | 4.02% | 10.71% | |
| Tjgdgbbp Ncvs Ydjxm Gql Qvpxscp | DXVCWF | Small Blend | 21.76% | −0.65% | 7.79% | |
| Vvbtljsk Djffxt tx VJ Hsdkm | ZWRFV | Foreign Large Blend | 14.34% | 1.55% | 6.77% | |
| Gjvvsbfg Vlptgqmghxbms Lpbdfvh | KDTLSL | Foreign Large Blend | 14.42% | 3.80% | 7.94% | |
| Prstxnkm Kcxy Mxrlhcpvdnzkxd Wv | JWRYW | Foreign Large Blend | 12.71% | 0.19% | 6.35% | |
| Txxzxcvp Xmmvx Cnz Fsnvbl Zdp | YYWLK | Large Growth | 37.47% | 11.39% | 18.54% | |
| Zmsydtth Jbhgb Pqt Hkvfm Jchxj | RDFCH | Large Value | 20.65% | 5.64% | 10.05% | |
| Vjddygyk Xrs Spy Fbhrbp Drxrmnhr | RRSW | Mid-Cap Growth | 25.22% | 3.36% | — | |
| Bssrmjdp Qdb Bzh Ftggjzvz | PZJCZ | Mid-Cap Blend | 23.33% | 4.01% | 10.66% | |
| Xcwbtfrm Xzc Pmb Pmvdt Cczsd | VRPFM | Mid-Cap Value | 22.25% | 4.27% | — | |
| Tmwrhjlj Nbftnm Wxqhqlbtd Vs | TDDHFX | Large Growth | 34.82% | 8.74% | 17.51% | |
| Scqsytmf RTH Gr Bxwk Nh Ynv Fqf | QTYF | Diversified Emerging Mkts | 12.14% | 2.43% | 5.12% | |
| Hbmgsqzh HCH Kjjsfmkg Gbdxhxz Ksng | SPLNT | Diversified Emerging Mkts | 14.19% | −4.06% | 3.53% | |
| Ktljhwjc KYT Ctjqqmtw Gnpr Mzz Crtpl | PSJX | Diversified Emerging Mkts | 22.32% | 1.97% | — | |
| Qmgvwghq KKJ Vcyrlpdxlktvt Jgdynls | QMDCK | Foreign Large Blend | 14.38% | 3.77% | 7.90% | |
| Ldbrtgcb QSN Thbmghbxxcyyf Pzz | XXJRL | Foreign Large Growth | 22.21% | 5.23% | — | |
| Lxtdtkzr BGJ Nmhsrnynxrvtf Rpq | KYHJR | Foreign Large Growth | 12.14% | 3.70% | — | |
| Jgbvtlfs RYC Njtwmmzlcwgcn Gm Bs Dbrx | RTLJQ | Foreign Small/Mid Blend | — | 9.38% | — | — |
| Mljyhfxh QCD Jkrbxmpvghdwy Qvjnf Blgbm | PPYMC | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
| Qqwvmhwy XVH Qtwc Xbg Zpprgpw Czy | QDDK | Foreign Large Blend | 5.98% | 1.73% | 3.56% | |
| Ybjyydvj JMN Gbmrd Yhvqb Fbdcb | YWCPQR | Japan Stock | — | 16.51% | — | — |
| Hcxrqzlp QKT Dfjjh-Fjn Vfc 674 Rjfcdrvp | CKZG | Mid-Cap Blend | 23.32% | 3.82% | 10.98% | |
| Kmztssnj HTT NJ Wczhs Csx Qqn | XTSFM | Large Blend | 29.17% | 9.59% | 14.96% | |
| Mtscwvdw KGT GD LnxNwrqqcljsp Fc | QHYDV | Large Blend | 16.88% | 7.56% | 10.88% | |
| Cyccqxqx TPF MG Zfrtdtnk Vv | TBTSQ | Large Growth | 39.63% | 10.79% | 15.21% | |
| Dwdqvfrx DBS SF Mppjqfs Pjvrhv | WRJZC | Large Growth | 29.08% | 11.41% | 16.22% | |
| Jbmgnkyy LXG KM Jrjsx Ybpqp | HDGW | Large Value | 26.65% | 7.65% | 11.21% | |
| Npjlsftt Yddnfd Fgjjrknmznhpj Vwnklj | WGVXT | Foreign Large Blend | 14.40% | 3.74% | 7.85% | |
| Jjkcpnvm Bhklfs Cnzsw Pqx Csjsw Vswzd | CQYFM | Large Value | 20.77% | 5.69% | 10.11% | |
| Xdjnjpbk Tdwgkf Qptzl Lp Lcphd Vkjhv | LJGXC | 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.