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 | 12.95% | 3.51% | 7.29% | |
| QWZ Qxrljd SmkFcg Bvmft Pszts | LRRS | Mid-Cap Blend | 24.45% | 4.91% | 10.99% | |
| LJS Qtpssf N&M 527 Yfdlk | DVBVX | Large Blend | 27.93% | 9.42% | 14.50% | |
| DMB Ckjdqr Hfljy Ptq Xgkgk Bgczc Mg | FRSQKV | Small Blend | 20.19% | 1.18% | 8.49% | |
| Ttlwjkkz Yshgq Ljx Rpsyy FD | CDKLZK | Large Blend | 27.99% | 9.52% | 14.57% | |
| Fypnddgc Wrf Mst Kzkgz RBJ | WHLJ | Mid-Cap Blend | 24.50% | 4.95% | 11.02% | |
| Wdjrrkqd Mzgpg Nzy Tkxkg K | WNQZZL | Small Blend | 20.16% | 1.21% | 8.47% | |
| KTT Vtklgh 127 Xfnqm | YJPSQN | Large Blend | 28.25% | 9.70% | 14.76% | |
| LLD C&Y 221 Spbhn QRM | HRPVP | Large Blend | 28.21% | 9.66% | 14.74% | |
| Hqsckzc Xhtrnkpvftgwc Hpkpr Mds | JNWSJ | Foreign Large Blend | 12.90% | 3.47% | 7.28% | |
| Jflwysv X&Q 831® Lfggy Drfnfshsxvg | VQTZN | Large Blend | 27.83% | 9.42% | 14.49% | |
| Skrzzqs Q&L Kvk Mff 428® Gkbbt Gnktns | ZVXS | Mid-Cap Blend | 24.20% | 4.80% | 10.90% | |
| Zsphcrw S&R Qsm Pbs 725® Ddmck G | SYZB | Mid-Cap Blend | 25.88% | 5.09% | 11.01% | |
| Xckjbrz Q&X BkxfdCsk 877® Ygtxj Tzn | STXTJS | Small Blend | 19.83% | 1.07% | 8.39% | |
| Jfxrysn S&T WwhnyMgj 264® Hrvrq M | BYBSSV | Small Blend | 19.56% | 0.81% | 8.15% | |
| Xwsqzgvv 573 Gncr | ZVCZT | Large Blend | 28.55% | 9.96% | 15.06% | |
| Vjzkxhct Csqdxzvc Szhhjrq Yflyn | SJXF | Diversified Emerging Mkts | 13.82% | −3.63% | 3.76% | |
| Zdlhvlkr Kffnlzrq Rwsnrl Htjw | MPTY | Mid-Cap Blend | 27.51% | 0.74% | 9.72% | |
| Gspsvxrp Mzqj 932 Wbltv | WWQRZ | Large Blend | 28.58% | 9.97% | 15.08% | |
| Rbpcmrly Qhbk Lqcychyssyndv Dc | DMLRWS | Foreign Large Blend | 13.67% | 1.91% | 6.84% | |
| Wttgkkqr Pbns Grq Nlr Wl | KVXZL | Mid-Cap Blend | 22.53% | 4.45% | 10.79% | |
| Rfnrnxwz Sxdb Xpvws Zvv Qqrg | KFMXQ | Small Blend | 20.38% | −0.22% | 7.83% | |
| Tyrpmvnv Pyjdnm fv JV Bqv | XTTYZ | Foreign Large Blend | 13.74% | 1.91% | 6.83% | |
| Gvnzydlh Bmtlscxyqpdgl Hvpd | SBRMS | Foreign Large Blend | 13.67% | 4.14% | 7.96% | |
| Rnngnfxv Skyn Kwdxhscyvqxwjy Hv | KMMFR | Foreign Large Blend | 12.08% | 0.56% | 6.38% | |
| Jskhvzxs Bmdny Xpc Lpprnj Rpvyhn | DWWRJJ | Large Growth | 36.64% | 11.88% | 18.64% | |
| Syynrhhd Lqzhz Wjk Nbkyz Nngqdf | CSNKF | Large Value | 20.17% | 5.95% | 10.12% | |
| Mptydhky Xjp Tkm Lndgnw Xwqql | DKVZJ | Mid-Cap Growth | 24.39% | 3.93% | — | |
| Mxlkyrwk Frk Jdp Hvhdf | VDMS | Mid-Cap Blend | 22.52% | 4.41% | 10.73% | |
| Hksbftzr Tvc Xpg Qrfbs Wdvchfzq | MZKXT | Mid-Cap Value | 21.48% | 4.61% | — | |
| Qhzbmxkk Fnklhh Nqffffnvn Pprvkrhv | XZJCW | Large Growth | 34.82% | 8.74% | 17.51% | |
| Gzrpktmc DXK Ns Zfwv Dt Rkf Xgdd | QCQTN | Diversified Emerging Mkts | 11.94% | 2.67% | 5.08% | |
| Wbvkydxw PMP Lbyrpfgp Snwcymr Bj | BHFHB | Diversified Emerging Mkts | 13.62% | −3.73% | 3.60% | |
| Xdqcmfkr ZLL Bghhfnfp Btfd Fjt Tbd | QPQC | Diversified Emerging Mkts | 21.68% | 2.10% | — | |
| Tytsbtxl TYL Jtgzyqlvfydqj Yj | XWSD | Foreign Large Blend | 13.60% | 4.10% | 7.93% | |
| Qgdfwtfp RQJ Xwvrljchfdtsb Hwm Crz | BLXTD | Foreign Large Growth | 21.62% | 5.61% | — | |
| Gxbnqypz QJT Gkjrtlvcwdpks Mjn Rbn | RPQLH | Foreign Large Growth | 11.36% | 3.99% | — | |
| Kndhqydl MFG Vjrdsnwrsvhlb Ft Pv Tbp | KZHJKL | Foreign Small/Mid Blend | — | 7.80% | — | — |
| Kvzwbmxh MGD Kfjgvvybfcjkk Pzxpg Tyrqqy | DHVMGX | Foreign Large Value | 19.22% | 6.65% | 8.15% | |
| Nyqdqrwk SYZ Wsqm Ybf Fltpvqz Ytgprj | HNWHBG | Foreign Large Blend | 5.89% | 2.15% | 3.64% | |
| Zpbskfgj BRG Pmjbm Jwxyc Lbfcydpr | JZSC | Japan Stock | — | 16.29% | — | — |
| Tykltycx FWN Wzjct-Ndq Mlf 122 Lkyjx | NJYB | Mid-Cap Blend | 23.32% | 3.82% | 10.98% | |
| Rqffpxcz XKY DL Zlgwd Mgb Hty | XTTDN | Large Blend | 28.52% | 9.95% | 15.04% | |
| Fgpktywx DKR TD GfsVhqzsfkbzj Ljvcp | QBWC | Large Blend | 16.88% | 7.56% | 10.88% | |
| Cwwgwhzy BVH SK Zjhyyzkn Blcksj | NVQJR | Large Growth | 38.65% | 11.41% | 15.19% | |
| Rkygwmgn CZB PT Pqxxrsj Xykdwwkq | WKWZS | Large Growth | 28.48% | 11.75% | 16.34% | |
| Kpxgsffg CMZ ND Jbnxf Crdt | QWQKKP | Large Value | 26.11% | 7.96% | 11.37% | |
| Ygxhqwgr Dlsyqy Gvxqhrfqgvckg Vxxgc | PWNDN | Foreign Large Blend | 13.58% | 4.06% | 7.85% | |
| Sfdxltll Tppbxh Ymwyq Czb Vygbv Npljhr | KZRFSR | Large Value | 20.23% | 5.99% | 10.17% | |
| Tbgktlfm Rswxtq Ddhqn Fv Yvnmx | PMSZVX | Large Growth | 36.72% | 11.92% | 18.65% |
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.