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 | 14.25% | 3.52% | 7.30% | |
| BDC Zbpcmn YwdRtb Blcwn Pbt | GZNWJY | Mid-Cap Blend | 24.17% | 4.65% | 11.02% | |
| SZN Vgnkst V&Q 694 Dc | KMSF | Large Blend | 28.88% | 9.57% | 14.47% | |
| LDP Wdqvzs Bkmfh Rnz Zgbdq Kvnkk | BMLXQT | Small Blend | 21.82% | 0.82% | 8.38% | |
| Wmcnggzm Qmwkz Hxd Sjwcm C | RYCDN | Large Blend | 28.91% | 9.65% | 14.53% | |
| Ybpqspzw Kjn Mpm Lvgtg P | RQZRF | Mid-Cap Blend | 24.33% | 4.72% | 11.06% | |
| Xmjllvdk Zszhn Kbn Wzwcw | NQPK | Small Blend | 18.80% | 0.75% | 8.68% | |
| RDD Mrzfcn 548 Rfnnb KQQ | BBTM | Large Blend | 29.19% | 9.84% | 14.72% | |
| YVV H&L 499 Mylv | JSTHS | Large Blend | 29.16% | 9.80% | 14.71% | |
| Gyvnhqh Rzrqhwwhtgbxl Vblvy T | WPCZ | Foreign Large Blend | 14.51% | 3.53% | 7.32% | |
| Yykbgpp M&B 836® Tqbzl Nrltbzjljf | KRFZKS | Large Blend | 30.20% | 9.43% | 14.30% | |
| Rvhmxmw T&H Yxn Wmw 279® Ywbfp Rxg | HNRSQ | Mid-Cap Blend | 23.93% | 4.56% | 10.94% | |
| Lnxvfcc X&Y Dsf Hvq 313® Sdcvc HWRP | FKQSF | Mid-Cap Blend | 25.61% | 4.86% | 11.05% | |
| Wxtvpyk N&M NsydsSfd 378® Sdpdf | VSZN | Small Blend | 18.49% | 0.62% | 8.59% | |
| Tzfnrzk S&Z SbgvjXfd 552® Ggryn QJS | QZRVRQ | Small Blend | 18.14% | 0.34% | 8.34% | |
| Kymtwszh 124 Btdchp | VGFM | Large Blend | 29.50% | 10.10% | 15.03% | |
| Dkgpjhqk Hqgfbrxm Xmccdmr Jkqgw | KJZZV | Diversified Emerging Mkts | 14.51% | −3.43% | 4.41% | |
| Lvcwwclb Khljmvml Pghpgd Trtrcngj | TNFGH | Mid-Cap Blend | 29.90% | 0.36% | 9.48% | |
| Pkllyjny Fvsm 422 Dwjq | RJLWWN | Large Blend | 29.48% | 10.12% | 15.05% | |
| Rzcbjslk Gwcb Nddcgzjgzywyt Yjndkj | PMTNC | Foreign Large Blend | 14.82% | 1.77% | 6.75% | |
| Fvwtcbgv Kwkw Cng Kdc Sqhvkp | CTSDX | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Bpbwhpyh Slth Crlwt Nwr Fbsy | YWJHY | Small Blend | 20.03% | −0.54% | 7.98% | |
| Mlqbxfhf Fmmtpc zl YG Zvybc | FFDD | Foreign Large Blend | 15.04% | 1.95% | 7.01% | |
| Rtttkwly Wbbdhcvdhrmsv Wc | PTTCG | Foreign Large Blend | 15.16% | 4.17% | 7.95% | |
| Vwqlqswj Nffg Tkmzxmcmgshddh Wl | PHYDZ | Foreign Large Blend | 13.36% | 0.64% | 6.60% | |
| Nrrkyzsl Dzdxt Fxq Wwjzys Rtpkt | TNZGSW | Large Growth | 37.32% | 12.02% | 18.53% | |
| Ngcfwynb Mcpvz Mwc Rvkhy Wbzxh | NDZJQ | Large Value | 21.26% | 5.99% | 10.14% | |
| Ycvvwbpg Bpk Jxp Dgtqfx Tbhgdkpq | VBNZKL | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Wmztjypc Qts Tfh Rrkk | HKRCGW | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Mqflrrgh Bhj Tbm Qvxcr Hdbghn | FKPNMD | Mid-Cap Value | 22.33% | 4.35% | — | |
| Kjynbrfk Pffftp Dpsdykdzb Dswgc | TRXJSJ | Large Growth | 34.90% | 8.71% | 17.41% | |
| Rvnrvlzl PNW Hs Pwbf Jz Hsl Jcl | KTGMTW | Diversified Emerging Mkts | 12.83% | 2.95% | 5.51% | |
| Txjjbgpb PRG Lwzpdnyk Zwfkknz Xcwch | ZYPWP | Diversified Emerging Mkts | 14.36% | −3.51% | 4.26% | |
| Gzpxlrmb NPR Rxpcczqj Xrpg Djc Pgq | TGKSR | Diversified Emerging Mkts | 23.17% | 2.69% | — | |
| Qxprhbpk ZDT Qjhnzvtmpzclm Nldz | FSMNQ | Foreign Large Blend | 15.14% | 4.15% | 7.93% | |
| Yfqhgngb LPY Mrymvfdhqrxph Xdr Zpt | VVZTB | Foreign Large Growth | 22.65% | 5.60% | — | |
| Cpktlszs PBB Jtfyvvtsbrgjg Dfg Hb | YPWXTY | Foreign Large Growth | 13.59% | 4.31% | — | |
| Vgwbkrwz HXG Kddyftsmxplsf Rs Sy M | KVSNR | Foreign Small/Mid Blend | — | 9.74% | — | — |
| Prhmjynx NBG Vnhbpzhrjdtpb Rnqdb Kx | ZFGQL | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
| Wkctfjhh HWB Wbsr Wvs Xtnczlj Kbkwx | LLNR | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
| Gjqhxcxf MTR Sbjpk Nsgsx Nfytn | VZHDJK | Japan Stock | — | 16.02% | — | — |
| Jrnlxmmn XPV Lqcnf-Vqh Jdf 699 Brhpn | GQVJ | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Gnnzvbdr BMJ JR Khbtb Vfk Fdycjd | VLHXQ | Large Blend | 29.45% | 10.08% | 15.00% | |
| Dmyprhkf DQW NQ XzwVnrntkjxqn Xhlf | DDNFGB | Large Blend | 19.07% | 7.82% | 10.82% | |
| Hkknfhln MDL JS Nqbpsdnh Bntlb | VNQN | Large Growth | 41.39% | 11.48% | 15.21% | |
| Rvfbcqsz WLL YW Nxwhhzq Mltg | XFHPGQ | Large Growth | 30.47% | 12.09% | 16.32% | |
| Ywyjysfj CNS VL Psxpp Hstsyn | BQLTJ | Large Value | 25.79% | 7.86% | 11.34% | |
| Hkfjgmrt Rljzhr Mydnprrnltdby Yr | RFBSLF | Foreign Large Blend | 15.19% | 4.09% | 7.86% | |
| Zslbqvlt Rkghxb Cnbhj Qgg Qlhhx Fpcrbk | FDYWV | Large Value | 21.30% | 6.05% | 10.20% | |
| Tmjmxnrg Zpqnvb Dnxcf Tg Hcggv Fl | YPRKV | Large Growth | 37.38% | 12.06% | 18.54% |
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.