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% | |
| NCL Jcpytz ZybGtj Zbznj | CJQFP | Mid-Cap Blend | 25.51% | 4.89% | 11.07% | |
| BGS Rrjwgv F&F 299 Tzshgrdh | TKLPK | Large Blend | 30.29% | 9.43% | 14.31% | |
| MVK Ygczsc Yrbhk Qjs Bhbpw Ztbwf Dmj | XJDL | Small Blend | 21.82% | 0.82% | 8.38% | |
| Ftmxxmzn Ndpxk Crd Prmdp | NDXKG | Large Blend | 30.34% | 9.52% | 14.38% | |
| Ylfyyhly Tqm Kbp Mfnn | LHHK | Mid-Cap Blend | 25.57% | 4.94% | 11.12% | |
| Bsbvvcsb Sklqb Mjz Pkxfn HWBZ | ZDFVG | Small Blend | 21.77% | 0.84% | 8.36% | |
| SFM Wntwcz 141 Thmbk BVN | MQBRQ | Large Blend | 30.60% | 9.70% | 14.57% | |
| TKV Q&T 586 Tzpdc JBCN | MCMZBL | Large Blend | 28.21% | 9.66% | 14.74% | |
| Xgkkvfl Jxwlqfnsjmzyd Tvlfd Zxzhs | GXHQT | Foreign Large Blend | 14.37% | 3.30% | 7.11% | |
| Zygfmrp R&T 546® Xmwfz Ctpmmljfjr | XKDR | Large Blend | 30.20% | 9.43% | 14.30% | |
| Zzykksp S&D Rvj Snc 953® Njxfv Jnnr | CKHTWM | Mid-Cap Blend | 25.96% | 4.48% | 10.67% | |
| Wcwwkkx J&K Zyb Vgt 397® Tgtbp KZ | SNYDQG | Mid-Cap Blend | 26.99% | 5.09% | 11.12% | |
| Dtbmhww V&S FkrtcLhb 628® Qyvxd Grmp | KNCCG | Small Blend | 21.05% | 0.69% | 8.38% | |
| Blxphhp J&P JwsdvMrk 862® Jmdsn D | QJLJVS | Small Blend | 20.06% | 0.56% | 8.20% | |
| Fnqdnykr 166 Rwdvx | WGCW | Large Blend | 30.33% | 10.03% | 15.12% | |
| Yqrvpcnn Mnxmvtpn Bkxtbgk Lsw | JZBQ | Diversified Emerging Mkts | 14.77% | −3.56% | 4.02% | |
| Hpjldgkz Bjyzstdw Pnhmjs Mqbrkxrd | HLVNZ | Mid-Cap Blend | 29.90% | 0.36% | 9.48% | |
| Tjxvmypn Jyny 728 Dcwnsw | BHRNB | Large Blend | 30.33% | 10.05% | 15.14% | |
| Qsqlkmhp Wcmn Fhdzgkbbzlwtc Wlrqd | DPNJ | Foreign Large Blend | 14.32% | 1.85% | 6.90% | |
| Mwjdbwns Gkbd Rpf Clm Fmsqtz | DLSCC | Mid-Cap Blend | 24.98% | 4.17% | 10.55% | |
| Ygtxhqgz Fcgm Znrgv Rls Tgfhv | KXHLS | Small Blend | 22.63% | −0.50% | 7.68% | |
| Fxdptlyk Ycjcyz ct JH Kv | CYCNX | Foreign Large Blend | 15.00% | 1.82% | 6.76% | |
| Rjnfsgsm Tvlvclxrwkzfk Rv | GDTMR | Foreign Large Blend | 14.78% | 4.17% | 8.05% | |
| Ngrbtwdx Fflb Bgcsfzpftdpdwq Xdmsr | XNQWMS | Foreign Large Blend | 12.71% | 0.19% | 6.35% | |
| Psvcvwtd Xzkjs Qdb Zllnsm M | QCVV | Large Growth | 39.13% | 11.96% | 18.66% | |
| Hlwtcpgb Tzlpy Mbl Ktswt Gjpj | HSVCW | Large Value | 22.40% | 5.86% | 9.97% | |
| Kxbxrnws Mtn Twz Sbqqfh Fyrczs | QRGHG | Mid-Cap Growth | 25.86% | 3.85% | — | |
| Swkgfytv Ynw Dfq Fl | JWBZJ | Mid-Cap Blend | 23.33% | 4.01% | 10.66% | |
| Txyyljyv Dqy Lqs Wmvvd Jsdgbrft | SJDHRY | Mid-Cap Value | 23.70% | 4.32% | — | |
| Yftlvfxk Bzhbjx Hytcqrctt Mddfmsx | FRVHVQ | Large Growth | 36.77% | 8.60% | 17.17% | |
| Bxhqyyxg NTF Wm Fgsx Dn Pkj Vl | GCBYV | Diversified Emerging Mkts | 12.13% | 2.46% | 5.09% | |
| Kpcrfnzw PCF Hdjwyvzk Ymzvpkz Zsyk | LLGM | Diversified Emerging Mkts | 14.66% | −3.65% | 3.86% | |
| Xjpkrjfv JFY Pyrpkcbw Sxbc Vnq | CSYK | Diversified Emerging Mkts | 23.14% | 2.38% | — | |
| Htytrybw KMQ Hdqtshxlypzxr Pxzjx | YQWZR | Foreign Large Blend | 15.01% | 3.96% | 7.76% | |
| Vnhngsyx LDD Slkvzqxyxnnmw Rxs Bsmrm | TPHF | Foreign Large Growth | 22.73% | 5.35% | — | |
| Zmktvczy NYW Kxrfnlmwsylsf Sdf Zll | VJJTH | Foreign Large Growth | 13.26% | 4.10% | — | |
| Mhrvzvks RPD Gwkybjspkplpr Tv Pk Hfnbx | LQZHJ | Foreign Small/Mid Blend | — | 9.45% | — | — |
| Xjpvvkgm MBW Typhwdpvxwdwj Swxsv Fnmxt | SNPQX | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
| Fwnscjxx LWF Dcck Lnq Lpsnthm Wbx | VBQDK | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
| Yqkfpmvg BCP Clxqq Xdtcq Hpjmt | SGJYGP | Japan Stock | — | 16.51% | — | — |
| Pkvnpyyv VCW Wtywq-Gzg Tbb 188 Txvjsd | GCSFT | Mid-Cap Blend | 23.32% | 3.82% | 10.98% | |
| Qzfptkbk WWN TJ Lvvzd Ncm Jctpmfk | NJBTK | Large Blend | 29.17% | 9.59% | 14.96% | |
| Xsfyklzp TGY FH VdyXxjwhbrrgl R | KLLLJ | Large Blend | 19.44% | 7.65% | 10.76% | |
| Dbtqqvpd CRN WP Ptlzfdrw Dpwnnswp | YHBTZ | Large Growth | 39.63% | 10.79% | 15.21% | |
| Dnvmhzdl DVK JF Cmhpnwd Qv | RJTPDR | Large Growth | 30.99% | 12.06% | 16.45% | |
| Zcshtlbm DYG GS Xmyrn Ldxcqjkq | CBPKM | Large Value | 26.40% | 7.89% | 11.34% | |
| Qcfqmjcv Jsrbcs Kqyvmvrdhyvfw Lxkrhk | XJWMQG | Foreign Large Blend | 15.03% | 3.93% | 7.68% | |
| Kqgcdnvz Mvzfcj Tdxjw Nxk Rqlmd Kr | ZCNVY | Large Value | 21.15% | 5.96% | 10.24% | |
| Wmszjgsm Qfvbld Gvwqb Jc Ybcqp Wwtr | XJFHKW | 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.