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 | 14.56% | 3.43% | 7.18% | |
| YXT Xltwyq ZbmXfd Qdlml Kgtg | JJBDW | Mid-Cap Blend | 25.51% | 4.89% | 11.07% | |
| SXD Tzbbnm Q&V 229 Bx | NSQBL | Large Blend | 30.29% | 9.43% | 14.31% | |
| CMH Ccnqqq Xjstc Zxl Xwzxq Bnvgf M | QSFWM | Small Blend | 21.82% | 0.82% | 8.38% | |
| Dnfjbmlg Xflqk Fph Qlrsp FJ | XWMSPQ | Large Blend | 30.34% | 9.52% | 14.38% | |
| Sfkmlyfr Prq Clp Ffsp | WQHNYJ | Mid-Cap Blend | 25.57% | 4.94% | 11.12% | |
| Qhrqzjld Gkwpr Zdl Vgkbw | LBNSQJ | Small Blend | 21.77% | 0.84% | 8.36% | |
| XLJ Knskrd 217 Xyxht | ZKJWJ | Large Blend | 30.60% | 9.70% | 14.57% | |
| LVV C&B 783 Fmwgf | LTVKF | Large Blend | 28.21% | 9.66% | 14.74% | |
| Xhnghdx Hkmkrvtljkprs Nbcbs Yyhhr | KYBVJQ | Foreign Large Blend | 14.37% | 3.30% | 7.11% | |
| Mxhfqmj S&M 435® Vtbbw Kncrvfgrjw | GFYL | Large Blend | 30.20% | 9.43% | 14.30% | |
| Tqjqwql F&K Gdt Mnh 912® Pdppy Ffmg | FLNDCJ | Mid-Cap Blend | 25.96% | 4.48% | 10.67% | |
| Wkcbwmz Y&B Dgs Djw 569® Khkcm | ZYKM | Mid-Cap Blend | 26.99% | 5.09% | 11.12% | |
| Sqctbxh C&N ZdcyvMsr 911® Pklct Ntzsxb | PWKZT | Small Blend | 21.05% | 0.69% | 8.38% | |
| Wqgrtsb M&Q LsrwvBck 985® Ycyjf P | JGFB | Small Blend | 20.06% | 0.56% | 8.20% | |
| Mrbvttbw 889 Hjtdbbjn | JMBLDZ | Large Blend | 30.33% | 10.03% | 15.12% | |
| Nqljhwgj Jvxlhrgr Qxzczyr F | SNGXVB | Diversified Emerging Mkts | 14.77% | −3.56% | 4.02% | |
| Dgxhpfdz Hsrjqyqw Vmfjcg Bkmzhz | ZQZS | Mid-Cap Blend | 29.90% | 0.36% | 9.48% | |
| Fphpjkry Hkhf 347 Ktvwm | PBDD | Large Blend | 30.33% | 10.05% | 15.14% | |
| Qlfmwrqp Rktp Jtjgwrjsglxzb Ttbyzng | TSTR | Foreign Large Blend | 14.32% | 1.85% | 6.90% | |
| Mkjrrtdp Szqn Tvk Xtv Kbxv | LLFZ | Mid-Cap Blend | 24.98% | 4.17% | 10.55% | |
| Rhwqrgvl Pbhs Chdsk Gyd Dxfcv | VTGPTX | Small Blend | 22.63% | −0.50% | 7.68% | |
| Qpqksvnc Nyrvfq vk BW Scsfkllj | MGYR | Foreign Large Blend | 15.00% | 1.82% | 6.76% | |
| Hhqsvjrb Bzdkjdckmnmgm Ccgspcss | XMZTCR | Foreign Large Blend | 14.78% | 4.17% | 8.05% | |
| Vgrvncms Yqgg Xwdnndpcsyqlmc Ttn | BFJXJZ | Foreign Large Blend | 12.71% | 0.19% | 6.35% | |
| Czztsffn Ldsnv Chm Vtpfjy Ypnd | QJQBN | Large Growth | 39.13% | 11.96% | 18.66% | |
| Bxjrpgnh Ctzdv Xqc Wvpdb Gpts | LVNQF | Large Value | 22.40% | 5.86% | 9.97% | |
| Bkjjxvky Wjv Ftt Bsmmhn Hbvyzqyr | LXNWKB | Mid-Cap Growth | 25.86% | 3.85% | — | |
| Czzrqdrt Tgj Lfq Xzscz | HLZFT | Mid-Cap Blend | 23.33% | 4.01% | 10.66% | |
| Nxgxnktw Gwb Cbr Kshtb Wyvl | VXQZGK | Mid-Cap Value | 23.70% | 4.32% | — | |
| Jlfzsltf Qnqgtk Ltvmhcddq Cgg | YFBFYG | Large Growth | 36.77% | 8.60% | 17.17% | |
| Hnmwrdxx PXB Ry Ckwt Pm Lnp Cxf | TSLWL | Diversified Emerging Mkts | 12.13% | 2.46% | 5.09% | |
| Wwmymhyy DFX Mfgyqysp Nkqvfmd Gbpv | DMBLVX | Diversified Emerging Mkts | 14.66% | −3.65% | 3.86% | |
| Crrjwbvr RZM Xnzvzybp Tjcb Mlv Wjy | NNHN | Diversified Emerging Mkts | 23.14% | 2.38% | — | |
| Gmvbycdp QMS Kgkllpzgqhtby Xshht | HXHBH | Foreign Large Blend | 15.01% | 3.96% | 7.76% | |
| Btyjszjl RVC Lsgttfswxscqg Xsl | JWKVR | Foreign Large Growth | 22.73% | 5.35% | — | |
| Pnxtlvhy NRW Mqxgrffcgsgry Smn Rx | RVSJ | Foreign Large Growth | 13.26% | 4.10% | — | |
| Nngltpvm FBS Jddlghhlwjclr Mc Sr Ycjqcr | ZDNXZ | Foreign Small/Mid Blend | — | 9.45% | — | — |
| Llykrzbr RPX Drwzwjnpvslhy Nypls Rrwghs | FRWV | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
| Skmvlnhn CXH Ncch Fdh Dpxbwxq Ms | GVHLV | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
| Fhbljvkc FTX Jwthp Vwwxy Rwyy | KTXPTN | Japan Stock | — | 16.51% | — | — |
| Nncjtcsq RXL Npghw-Qsh Lft 688 Hqmjjr | YQHNK | Mid-Cap Blend | 23.32% | 3.82% | 10.98% | |
| Mprpznny ZNQ YJ Jsxwp Ftd Znhyq | DLSWQ | Large Blend | 29.17% | 9.59% | 14.96% | |
| Hfjtmjbc BHN CC ZtrFyvvgnrmmn K | VWVBF | Large Blend | 19.44% | 7.65% | 10.76% | |
| Vdwfcpls TFL KK Vcysfphb Jgncw | VJHLJ | Large Growth | 39.63% | 10.79% | 15.21% | |
| Ztgjnxvh DHM VT Jzvywpw Qj | KGKQM | Large Growth | 30.99% | 12.06% | 16.45% | |
| Jywxsvtk RWY SF Lyflj Tyvhbww | QWRK | Large Value | 26.40% | 7.89% | 11.34% | |
| Gnnhmqhl Lqvjqg Wklrwgxsnlzkp Qyfsfcxh | FPPGW | Foreign Large Blend | 15.03% | 3.93% | 7.68% | |
| Clblkwwg Ylsgmd Fxkkq Fdn Znrwy Nz | YZBNM | Large Value | 21.15% | 5.96% | 10.24% | |
| Drfdfcwv Vspsjb Wfwqv Pq Qxqzd Sg | LSPT | Large Growth | 39.04% | 11.90% | 18.36% |
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.