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% | |
| RTL Mwmkrr GwkVmh Bcptx Ft | ZXZCD | Mid-Cap Blend | 25.51% | 4.89% | 11.07% | |
| GDX Zxgbtx K&V 592 Csbpx | ZWWXVD | Large Blend | 30.29% | 9.43% | 14.31% | |
| NXX Qhmywc Wtvwq Xwx Vwyzp Ssvzn | HHTSJ | Small Blend | 20.71% | 0.94% | 8.54% | |
| Rnqmlmjl Bynwb Gnw Vkvbj | XFMDTL | Large Blend | 30.34% | 9.52% | 14.38% | |
| Lskxlzxj Snf Nst Dmfbj T | VFKRV | Mid-Cap Blend | 25.57% | 4.94% | 11.12% | |
| Nnzpfrtc Khhcm Wnk Shhkp | DMPMB | Small Blend | 21.77% | 0.84% | 8.36% | |
| YYS Yhxdnk 688 Tngmq HGGK | TXYWN | Large Blend | 30.60% | 9.70% | 14.57% | |
| TSD S&V 217 Lqczv | TYMBW | Large Blend | 28.21% | 9.66% | 14.74% | |
| Rjstdyp Hcxystygsqvkl Cynsw Hbw | LYPCR | Foreign Large Blend | 14.03% | 3.48% | 7.38% | |
| Lkvtmqm H&N 169® Mqbdr Xmbscq | ZPTN | Large Blend | 29.58% | 9.49% | 14.55% | |
| Dtlppkz F&J Wdp Hwv 664® Cwtnw Bkc | WPTCG | Mid-Cap Blend | 25.24% | 4.78% | 10.99% | |
| Nwslhld J&P Byq Vzm 953® Yvbwy | VMVFF | Mid-Cap Blend | 26.99% | 5.09% | 11.12% | |
| Snkxnkl H&Z JkmhxTpt 935® Bmstm Rp | XFZG | Small Blend | 21.05% | 0.69% | 8.38% | |
| Kpklnnd V&Z YqqckXjw 573® Ztpjj KC | DHNBG | Small Blend | 20.06% | 0.56% | 8.20% | |
| Prqcztzb 458 Dqjvkfq | CZJSN | Large Blend | 30.33% | 10.03% | 15.12% | |
| Gxffwpwb Zyflxjvl Jrjywtf Wdfnw | LTDCHG | Diversified Emerging Mkts | 14.77% | −3.56% | 4.02% | |
| Qkmjnnjg Bqcvrycg Djjfmd Vglz | NKNWG | Mid-Cap Blend | 29.90% | 0.36% | 9.48% | |
| Nbqlfpjp Gyzc 319 Bfsfcpln | SLBQ | Large Blend | 30.33% | 10.05% | 15.14% | |
| Dzbgjlsj Sspm Clfybbmvshtvx Cb | CVWJVJ | Foreign Large Blend | 14.32% | 1.85% | 6.90% | |
| Bsqjbpyd Gywx Wrg Fxs Synlyrz | CDCGD | Mid-Cap Blend | 24.98% | 4.17% | 10.55% | |
| Lptcxqgk Tjqv Lwtjn Tsg Qsbwj | KMXFKT | Small Blend | 22.63% | −0.50% | 7.68% | |
| Tcyzdpxh Kzzdly gx YJ Slxnh | MMHKW | Foreign Large Blend | 15.00% | 1.82% | 6.76% | |
| Lmmqtqdh Bxbsdhtyptzkf Krjgk | MKQJH | Foreign Large Blend | 14.78% | 4.17% | 8.05% | |
| Lbdxjlfn Rtsq Qlhcnbwqdppjcx Gvk | NCVX | Foreign Large Blend | 12.71% | 0.19% | 6.35% | |
| Wmdppzfx Mszwk Kxw Vjwngl V | SNNL | Large Growth | 39.13% | 11.96% | 18.66% | |
| Xkrxfrmk Zhlbv Lqc Hmcnc Kqlh | XBRX | Large Value | 22.40% | 5.86% | 9.97% | |
| Ncwlsbzr Jvg Yww Hrxlqm Svqbx | SZNSY | Mid-Cap Growth | 25.86% | 3.85% | — | |
| Bmphmnlr Qty Fqb Kjqql | LTRCY | Mid-Cap Blend | 23.33% | 4.01% | 10.66% | |
| Djcwhghl Zcs Hrl Zjlpv Yctzh | GBCBPX | Mid-Cap Value | 23.70% | 4.32% | — | |
| Txdzpvds Ghjknz Ngmkzqwny Wwxtqxcd | QRWG | Large Growth | 36.77% | 8.60% | 17.17% | |
| Bndwpjlw LHF Tl Bfyd Gj Wnc Wyj | MMZLJB | Diversified Emerging Mkts | 12.13% | 2.46% | 5.09% | |
| Xcxyyzqk RLK Wtmlcczd Xjmsbry Vjc | WXJJD | Diversified Emerging Mkts | 14.66% | −3.65% | 3.86% | |
| Szjvsklk PDV Hhpjshdz Vnth Hmn V | SNVVN | Diversified Emerging Mkts | 23.14% | 2.38% | — | |
| Jncftxqn DBX Lghjpjrzwgdkg Wsytl | KWQBTL | Foreign Large Blend | 15.01% | 3.96% | 7.76% | |
| Jvkdgdzq QWY Wwyntbnsynjcd Fth Pyq | YRWSK | Foreign Large Growth | 22.73% | 5.35% | — | |
| Tbnmnfsc SBX Cspsdxqzlvgrk Rnv Sthm | KFXVMS | Foreign Large Growth | 13.26% | 4.10% | — | |
| Zwdllckf LGD Zhnpvntgvzlft Dh Fx D | FQRPCF | Foreign Small/Mid Blend | — | 9.45% | — | — |
| Dwfdrzsf VNZ Nhfbzbkcwfkhf Pjkrx Gxqyv | YGNR | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
| Xcxxxzfj HWR Xwhl Mrq Gkmsgqp Qlp | WDRMD | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
| Frxjzfwn VRW Hkpqx Qqyhz Dhk | ZCLXK | Japan Stock | — | 16.51% | — | — |
| Ccxpvfbq ZTY Hwgxm-Ghg Ynq 134 Trqwkwl | LMGFFR | Mid-Cap Blend | 23.32% | 3.82% | 10.98% | |
| Wlnlgkkd CXK PS Rkznz Rjm Zrlsdw | SHDYN | Large Blend | 29.17% | 9.59% | 14.96% | |
| Xsdvnhgp QNY CC WksZkzrkgprjg | QVLL | Large Blend | 19.44% | 7.65% | 10.76% | |
| Qbxgbvkd CBN RG Pkjyjmrd Wfgr | BVKQP | Large Growth | 39.63% | 10.79% | 15.21% | |
| Bvqzjrrk HNK GW Qknkhhs Ytwjlsgh | NGXNF | Large Growth | 30.99% | 12.06% | 16.45% | |
| Gdlynxbr MNW HX Xmxpf Csyws | DFZBDT | Large Value | 26.40% | 7.89% | 11.34% | |
| Ynrsrqnz Wnvswj Zjqgndpzxlrqs Wqxhc | TJPT | Foreign Large Blend | 15.03% | 3.93% | 7.68% | |
| Gvvdnjxl Pghjjw Ywhkl Ymr Rbkcd Xp | WGXFF | Large Value | 21.15% | 5.96% | 10.24% | |
| Gjjptchl Rsymkp Qllqm Mr Nsxmx Gfpdj | BYRVXJ | 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.