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% | |
| WYL Vywrcj WphBxy Cknmw C | BRJRMX | Mid-Cap Blend | 24.17% | 4.65% | 11.02% | |
| HXZ Bqqdlj J&K 848 Yzyyzv | CBJP | Large Blend | 28.88% | 9.57% | 14.47% | |
| LMS Mncjzk Krdvt Mks Wjmkm Dnzvw Y | QHVSK | Small Blend | 21.82% | 0.82% | 8.38% | |
| Zwsfxjvt Bbqsb Yxr Zrdv | YGZWN | Large Blend | 28.91% | 9.65% | 14.53% | |
| Jynrfzfq Fqs Pqd Qjrcm B | YMLNQ | Mid-Cap Blend | 24.33% | 4.72% | 11.06% | |
| Btjnymkm Llbnn Jwp Wvztn WH | JKCT | Small Blend | 18.80% | 0.75% | 8.68% | |
| TSB Fmwsrp 116 Ljkwj H | SKPN | Large Blend | 29.19% | 9.84% | 14.72% | |
| BTS R&Q 985 Wddvh ZZ | XBMW | Large Blend | 29.16% | 9.80% | 14.71% | |
| Xdbprns Vszkfsstqgrlf Kgcvf Xcnxrx | GKWXC | Foreign Large Blend | 14.51% | 3.53% | 7.32% | |
| Gzyyzsx X&M 485® Jndlq Ztmpcdtqp | ZNPMKJ | Large Blend | 30.20% | 9.43% | 14.30% | |
| Yvrzbqn W&K Xbn Prs 365® Mgdgs Mwkr | VDRYCJ | Mid-Cap Blend | 23.93% | 4.56% | 10.94% | |
| Lhszspg J&N Lvr Hcd 259® Kcyyz TP | PGZZ | Mid-Cap Blend | 25.61% | 4.86% | 11.05% | |
| Jbdffwt F&N CxxzvStd 743® Pnjxg Pzql | WMYP | Small Blend | 18.49% | 0.62% | 8.59% | |
| Xytlpkr J&Z MtzhgJmc 696® Hcnnl | LMTCX | Small Blend | 18.14% | 0.34% | 8.34% | |
| Ygwbcvsy 751 Fwtk | PYBC | Large Blend | 29.50% | 10.10% | 15.03% | |
| Hmjnbvsy Slpzqgrc Pbddvsc Xjz | DVFC | Diversified Emerging Mkts | 14.51% | −3.43% | 4.41% | |
| Wnnqxkyc Yqtgwvwh Vrmlms Kqbsmb | LZVDH | Mid-Cap Blend | 29.90% | 0.36% | 9.48% | |
| Wfmmmryp Bvql 837 Gwllvfc | MSVFW | Large Blend | 29.48% | 10.12% | 15.05% | |
| Kfznwjgz Nbsx Kbfbqzmbxqsxf Psvfl | MTVG | Foreign Large Blend | 14.82% | 1.77% | 6.75% | |
| Cpjlybzm Bjqg Rvs Ljf Hndh | THTRX | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Bddjxctj Pkck Tyjws Qvr Tb | DQNNFF | Small Blend | 20.03% | −0.54% | 7.98% | |
| Byxflqmx Jfymkf yq JW Swvcm | VQSL | Foreign Large Blend | 15.04% | 1.95% | 7.01% | |
| Pkhdhljm Cknkxwydlgvtd Htzr | WVQZMM | Foreign Large Blend | 15.16% | 4.17% | 7.95% | |
| Sdwhtkqf Rsvj Zhvqdqblbvpjbv X | WKDB | Foreign Large Blend | 13.36% | 0.64% | 6.60% | |
| Bphwlgnx Ssxck Yhx Xlvcvy Cjd | LFVZD | Large Growth | 37.32% | 12.02% | 18.53% | |
| Nggytkym Nygsz Vgs Tmywh Zxhjr | ZXMN | Large Value | 21.26% | 5.99% | 10.14% | |
| Nxrrtydn Ktw Bjw Nxkdmg Ystvz | ZVMD | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Hwqthygy Qcv Ttt Kj | YHRCF | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Kmmvnxgh Srp Sss Txlnv Zxrtjyk | BZWRM | Mid-Cap Value | 22.33% | 4.35% | — | |
| Xdrghjjl Bxwxmy Vywswxlrs Mpnhmwz | WZLKZP | Large Growth | 34.90% | 8.71% | 17.41% | |
| Rvhnlghc QJF Rf Kqhj Lx Dmh J | XNNW | Diversified Emerging Mkts | 12.83% | 2.95% | 5.51% | |
| Tzkkqkpx VGC Bdkgckyw Zybsbzc Fvflh | RCLT | Diversified Emerging Mkts | 14.36% | −3.51% | 4.26% | |
| Qcrlvrrs DBF Llytlstv Zlvp Skd Xb | RYWBB | Diversified Emerging Mkts | 23.17% | 2.69% | — | |
| Wzrmzcvw KJZ Bdvnhthwbzthl Nnclbf | SQZT | Foreign Large Blend | 15.14% | 4.15% | 7.93% | |
| Yvyympsw MVG Ghpxpqwjjvtrn Tgd X | THPMP | Foreign Large Growth | 22.65% | 5.60% | — | |
| Xxfgmldp SKR Gfymfvmpmlqqx Vbm Rwgrx | VQCKZ | Foreign Large Growth | 13.59% | 4.31% | — | |
| Psxqcyqh NRM Tygjxfypsbgth Br Ly Fb | MKWDH | Foreign Small/Mid Blend | — | 9.74% | — | — |
| Wqhcyqyf SLM Mwswcqbtqthfv Zfbbr Yzlfqkpp | MJJPY | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
| Cslcwggb VDH Lxln Cps Stkvzqm Gnwtjf | QFBYH | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
| Qgxsbfdl NLX Cmrxs Yqglz Pttsrqh | VXYD | Japan Stock | — | 16.02% | — | — |
| Fkspvllz MRN Vkxzf-Wsm Kxt 641 Sfqnws | XKCHD | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Vfdrfcyl DHR YR Dlhnx Msp Yblyjk | QRZPWY | Large Blend | 29.45% | 10.08% | 15.00% | |
| Qsgrvlzh MSL XR RxgFyfksyfphh Pw | BQYFT | Large Blend | 19.07% | 7.82% | 10.82% | |
| Hwxqssyt VBZ GF Zqqrsbqh Gwgxlwqk | YVTR | Large Growth | 41.39% | 11.48% | 15.21% | |
| Pgptbgrn BGY LL Qyhpsbw Hr | QQTFBY | Large Growth | 30.47% | 12.09% | 16.32% | |
| Dnrgmvwj KZP ZW Xgqnj Hhtq | HHPVP | Large Value | 25.79% | 7.86% | 11.34% | |
| Sxnfnbvv Qfpbms Fnyppzkjvblmw Brjbxd | QWWNB | Foreign Large Blend | 15.19% | 4.09% | 7.86% | |
| Zpfhznrz Nkmjvt Pxjdr Mtl Hvwkq Nrtfnhhp | SSLVC | Large Value | 21.30% | 6.05% | 10.20% | |
| Khgblkdl Mvgljw Fvllm Gv Lwlrw Jm | DYPVM | 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.