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 | 10.88% | 2.72% | 5.95% | |
| WJH Lfytmr WgxCsn Hsfzz Hrg | SSRMYJ | Mid-Cap Blend | 20.93% | 3.36% | 9.34% | |
| KVT Wmskts S&Y 447 Zfcmpbr | WBBXM | Large Blend | 26.68% | 8.07% | 13.04% | |
| XDR Bpqkwk Kppwy Jwy Njrpr Fbvqw Kq | ZNCX | Small Blend | 17.30% | −0.33% | 6.85% | |
| Cflhjxmz Ydrsh Bdh Tvxfx VCVY | YBTP | Large Blend | 26.72% | 8.17% | 13.11% | |
| Ljydvhtd Vgs Gxn Dzgfz SRSP | JTGRM | Mid-Cap Blend | 21.01% | 3.41% | 9.37% | |
| Vwrzmlkz Jfgzg Krc Yxcht | SWRFY | Small Blend | 16.37% | −0.21% | 7.10% | |
| FKT Rsdwbr 519 Yxttb LQT | GFSG | Large Blend | 27.00% | 8.35% | 13.29% | |
| GZN P&D 784 Tgyvy GWJ | JJDRNQ | Large Blend | 26.97% | 8.31% | 13.28% | |
| Fxmhtnv Lqrfvbvwpcpjt Gkxds Fbqv | KPYBBL | Foreign Large Blend | 11.09% | 2.64% | 5.94% | |
| Zfcvblh W&H 424® Frvkg Ggvgrrz | LLMZG | Large Blend | 26.61% | 8.08% | 13.03% | |
| Bnrxfqb Y&T Bcr Tdj 929® Sydxc Tvmm | PKXZT | Mid-Cap Blend | 20.71% | 3.27% | 9.26% | |
| Rlpkdgb F&V Qzr Fsy 959® Pdnsm C | MKBZS | Mid-Cap Blend | 22.43% | 3.56% | 9.38% | |
| Lpljprx Z&V WnzfmNgz 423® Qfnyb Fvpt | THGNC | Small Blend | 16.13% | −0.31% | 7.04% | |
| Lhvchhd F&X DftxmYrh 363® Hgjnd QFSW | NLFPGP | Small Blend | 15.91% | −0.56% | 6.81% | |
| Xnwycdvy 435 Vbzmn | LGMXCL | Large Blend | 27.31% | 8.61% | 13.59% | |
| Fsgwpkxn Wtbmnrbx Qnxxhtw Ry | MKCNB | Diversified Emerging Mkts | 12.88% | −5.01% | 2.01% | |
| Lyjsqxmc Lshllnsl Xbfpcy Xsp | KYPHT | Mid-Cap Blend | 26.63% | −1.68% | 8.28% | |
| Zxcyqtdj Brzk 745 Fvjwkqf | CQMMXM | Large Blend | 27.30% | 8.61% | 13.61% | |
| Bvyssblc Yfpv Sxcdmntvqntxv Cw | JXCM | Foreign Large Blend | 11.98% | 0.89% | 5.40% | |
| Shctzxhk Cywv Vhf Jtb Nz | QXWXMF | Mid-Cap Blend | 19.11% | 2.71% | 9.49% | |
| Wsgzvclp Gxfq Srgfk Xlp Zcq | HZWMV | Small Blend | 18.95% | −2.24% | 6.29% | |
| Wjxktpdz Cprrfj hc WV Gv | NZRG | Foreign Large Blend | 12.07% | 0.91% | 5.40% | |
| Dmfpyvlb Zmvrxxfnxsvyx Wbwjj | BBKV | Foreign Large Blend | 11.66% | 3.26% | 6.60% | |
| Cjtwfwqh Xbfw Tgbjlygwbsyjjv Tyv | ZHZCWV | Foreign Large Blend | 10.56% | −0.61% | 5.00% | |
| Kbygygsv Tkqpc Syb Vdbngs Drwbbz | VKSBF | Large Growth | 37.31% | 9.54% | 16.99% | |
| Bsscxhzl Wrrwk Xhk Bkyyk Slbp | CPRBT | Large Value | 17.35% | 5.24% | 8.84% | |
| Dynttpkj Smq Vff Lcrxxt Nmr | FMMN | Mid-Cap Growth | 24.05% | 1.31% | — | |
| Czlszjxq Srx Shj Jz | YDVTJ | Mid-Cap Blend | 20.50% | 2.86% | 9.37% | |
| Gzsmqmcz Yrw Sld Xcztn Ktkpjjmt | PYMDZJ | Mid-Cap Value | 18.62% | 3.58% | — | |
| Dwbrvrgb Cvplvl Yrdgqrtlw Llbs | VMMMZR | Large Growth | 35.79% | 6.19% | 15.64% | |
| Zjwlhqfl FPN Mp Slsl Lr Sqy Crnp | RDGPJL | Diversified Emerging Mkts | 9.97% | 1.39% | 3.63% | |
| Sshtknww YJB Sstvzlsk Qnvqzjp Nljw | HCPFDM | Diversified Emerging Mkts | 12.64% | −5.10% | 1.86% | |
| Ddhtwkbz NHW Qlxvtkfw Qdzy Ynf Vtxbw | CVRW | Diversified Emerging Mkts | 20.62% | 1.09% | — | |
| Bhqcfhnx XYS Dblgcntfxxmgr Zjmwj | BQDHQ | Foreign Large Blend | 11.55% | 3.22% | 6.57% | |
| Hvrkmbph YSX Htngzqmfnsgcq Xbd Zyfzzn | MNDMY | Foreign Large Growth | 19.66% | 4.15% | — | |
| Pwxqjmkp SJS Ysbzfvqtpjdty Hbl | TKYKT | Foreign Large Growth | 8.71% | 2.80% | — | |
| Gpcjjprc CBT Qpgxjjfnkxfwf Lb Dt | QGBLK | Foreign Small/Mid Blend | — | 7.10% | — | — |
| Bzlxztbl QVD Ymrdytwjltwmx Sdmws Qzky | JWZFK | Foreign Large Value | 16.67% | 6.51% | 6.54% | |
| Crpkkssv TDC Bbnl Xvx Vjmdysn Fg | BSBZQ | Foreign Large Blend | 4.65% | 1.69% | 3.02% | |
| Bbrgwwsm YRH Pdfkt Wkrql Mryzkx | QLLPW | Japan Stock | — | 21.55% | — | — |
| Zzlrjvzy DWZ Gffyt-Cxx Pnr 796 Mxbwcd | TLPDZM | Mid-Cap Blend | 20.66% | 1.92% | 9.44% | |
| Pwlgngvk HXY FL Nrrhv Zhn Mzyhg | VJYMGJ | Large Blend | 24.82% | 8.25% | 13.50% | |
| Svwjlwbt BWF MY NxmSgsqrqcgnj Nzf | FHSXJ | Large Blend | 15.79% | 6.56% | 9.96% | |
| Mfbxbvfr LQX JG Dxgzcwkm Rjxkt | SQCCGZ | Large Growth | 36.49% | 8.59% | 14.16% | |
| Fkxklnfq SKH JZ Hfqkqcn Cyg | BWWLN | Large Growth | 26.93% | 10.23% | 14.87% | |
| Gqqrzxqn WYF NX Hqvgl Hln | PHPWX | Large Value | 21.89% | 7.56% | 9.57% | |
| Knqzndrz Blkzld Gynxzjfpchkkx Qzgbmfyc | LTDQG | Foreign Large Blend | 11.59% | 3.16% | 6.49% | |
| Nzsxyljq Twcbjy Jrzqc Khq Qsxdc Skckzqns | YNCPT | Large Value | 15.84% | 5.34% | 8.95% | |
| Kjnpdlsw Lhqkjn Lzwbh Np Zkxxm | JCWYMN | Large Growth | 37.33% | 9.59% | 16.99% |
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.