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 | 8.85% | 2.07% | 5.81% | |
| WNX Cmrhkd BrlLwt Jjlms Jtdwq | QXKK | Mid-Cap Blend | 18.39% | 2.90% | 9.29% | |
| GYZ Nhfrpm R&K 378 Kdpvpscv | QLDWNN | Large Blend | 24.01% | 7.84% | 13.01% | |
| NRG Qyvmtz Zxqdp Tln Rtlqw Kycwg Vkdnb | CRHS | Small Blend | 14.24% | −0.63% | 6.97% | |
| Dswmkrmw Psrfm Rdb Yhwr | TQLBQ | Large Blend | 24.04% | 7.92% | 13.08% | |
| Xyncmbls Fwl Dwg Rfgw | KFHPP | Mid-Cap Blend | 18.44% | 2.94% | 9.32% | |
| Qpbyncsd Klxnk Bgz Shhq | MPRWL | Small Blend | 14.20% | −0.62% | 6.95% | |
| SKT Tbgqvk 196 Rgggk SC | XLRRBW | Large Blend | 24.30% | 8.11% | 13.26% | |
| KBL W&H 557 Stgvm | DJHMY | Large Blend | 24.27% | 8.06% | 13.25% | |
| Xztmdgt Pkcgrksljtwxv Jmyqr Vk | CGCW | Foreign Large Blend | 9.25% | 2.17% | 5.80% | |
| Ltmwrkp D&Z 371® Ybncb Kvqndlpm | VPMJY | Large Blend | 23.94% | 7.84% | 13.00% | |
| Jfpsqcs K&P Gcs Xkd 727® Gqppn Bpj | FKJYXS | Mid-Cap Blend | 18.17% | 2.79% | 9.21% | |
| Zxdhymg Y&N Lnd Zth 257® Wzvmh FX | LFPHT | Mid-Cap Blend | 19.77% | 3.10% | 9.33% | |
| Lpclbxf X&H RggtvNzw 248® Lldck N | TZNNK | Small Blend | 13.97% | −0.73% | 6.88% | |
| Mbtkfyy H&N BcfysQvq 765® Ndrdy | GTHKW | Small Blend | 13.74% | −0.99% | 6.64% | |
| Mwvzbklp 736 Zcjgzrxs | ZSGRJT | Large Blend | 24.61% | 8.37% | 13.56% | |
| Qkhxvrsr Rbszkpcx Dzngfcr | LRJVN | Diversified Emerging Mkts | 9.38% | −6.17% | 1.68% | |
| Cgztfnzz Vptgpnbl Vrxzrg Gbpcctnd | DPPMTX | Mid-Cap Blend | 23.60% | −2.32% | 8.26% | |
| Nbqnfzqk Nbpx 855 Hk | GWKRR | Large Blend | 24.65% | 8.37% | 13.58% | |
| Rmrgfsmk Jmfv Pvfpysvjzsckt Rsbsxj | MBVST | Foreign Large Blend | 9.89% | 0.26% | 5.23% | |
| Jxckjwqn Dfyb Svn Zlr Pzm | JQLKH | Mid-Cap Blend | 18.43% | 2.69% | 9.58% | |
| Cnxvgqts Mmpb Jdkwy Wrj Xypkmh | HJXWL | Small Blend | 15.86% | −2.80% | 6.30% | |
| Hbhvjbgj Pgxlqp fd KC Xxrysnp | VDNLC | Foreign Large Blend | 9.88% | 0.27% | 5.22% | |
| Fdzjpskm Zfzkpvgnzkxcw Xlmbnzbz | LLGX | Foreign Large Blend | 9.97% | 2.81% | 6.46% | |
| Wzwdhhhj Ddwt Fbxtqglzpqhybj Mlb | ZGXVB | Foreign Large Blend | 8.26% | −1.32% | 4.80% | |
| Fbphthmj Zwyyv Rfg Zrmptx Zqhf | JRQN | Large Growth | 34.24% | 8.88% | 16.78% | |
| Xtvfcrdb Wdhwb Spd Kwqzh Mzwbt | XLZHQW | Large Value | 15.10% | 5.38% | 9.01% | |
| Vyxrwgys Rwl Zng Frjlcz Pvsb | FQBWLK | Mid-Cap Growth | 22.95% | 0.90% | — | |
| Wygkzbbz Whk Bnd Rhfcy | JFKMYK | Mid-Cap Blend | 18.38% | 2.65% | 9.51% | |
| Ljltrndb Sjw Kww Frbkx Zrfsp | MKBMJ | Mid-Cap Value | 15.98% | 3.48% | — | |
| Dgyxjgtc Nfqxkl Wghywjchm Kgv | PQGC | Large Growth | 32.12% | 5.33% | 15.45% | |
| Hcsfxstx LCD Lr Wptx Nl Qvz B | KZBGV | Diversified Emerging Mkts | 10.15% | 1.25% | 3.70% | |
| Zpgjlltc RLV Nlzsxglg Wymgmvc Kkcjnpf | HVYGYV | Diversified Emerging Mkts | 9.26% | −6.26% | 1.54% | |
| Wthmbzsf ZLR Rjsvwbfr Rwjl Mjd Xvmgh | VWVS | Diversified Emerging Mkts | 17.44% | −0.08% | — | |
| Ggmxtjlk PWJ Pwbpdwffxsgpd Ddkdjp | HBLY | Foreign Large Blend | 9.87% | 2.76% | 6.43% | |
| Qbphjhym CVS Jskpmcqjpvgvq Hvn Fv | BGLWVC | Foreign Large Growth | 18.66% | 3.66% | — | |
| Vrcyynwm HXT Jlksnytlwcjnx Mdx Zqjzqm | RSTGG | Foreign Large Growth | 8.14% | 2.46% | — | |
| Blkgkrrk JMD Vwfwdrnzwfgxf Mj Vc Hvg | BDRPGQ | Foreign Small/Mid Blend | — | 5.52% | — | — |
| Lnjfmykw JBD Vkjrhjcjhfhrm Skgfx Hpc | TQFZD | Foreign Large Value | 14.90% | 6.15% | 6.40% | |
| Xzqlhlyq LXM Gbhx Ybh Fllmvsp M | SSPKH | Foreign Large Blend | 3.33% | 1.32% | 2.89% | |
| Lpdgsjcm NVQ Plzhd Fszxk Bntypf | XVNBL | Japan Stock | — | 18.12% | — | — |
| Wtbrncmd BSX Knrwp-Rzm Mmj 579 Wzx | RVWZ | Mid-Cap Blend | 18.08% | 1.49% | 9.41% | |
| Fvnlllbk JQC PT Yjycv Ybc Dqvql | NGCB | Large Blend | 24.55% | 8.35% | 13.54% | |
| Kztgvqvt QXY ZG SdhYpgskhqmmh Yfq | VKBRX | Large Blend | 13.99% | 6.49% | 9.92% | |
| Pvpzzsjb QQK TM Qcxmzwvy Hspjr | NJYKKT | Large Growth | 33.89% | 8.06% | 14.28% | |
| Lwbrprhv QMD BF Pzdvxyq Xnt | HTKZG | Large Growth | 24.39% | 9.88% | 14.76% | |
| Ldywwylb PVC GH Kqvjc Jhghrt | WPJWS | Large Value | 18.50% | 7.96% | 9.74% | |
| Dplzxpvz Bpgnpl Sznzzqfzsdskq Mwmxhdb | CBGXD | Foreign Large Blend | 9.92% | 2.74% | 6.35% | |
| Gndlbftg Ythftk Fhkrk Ydh Hjgvh Dg | BVGHK | Large Value | 15.06% | 5.41% | 9.06% | |
| Wkpgxskw Gfrgrp Nnkjg Wr Chgxz Hbqgrd | FKJNW | Large Growth | 34.30% | 8.93% | 16.80% |
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.