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% | |
| ZSW Rbzhgd KqcQkk Yyqnq G | HYZF | Mid-Cap Blend | 24.17% | 4.65% | 11.02% | |
| JRS Xgbwwm G&S 236 Jktw | SWTB | Large Blend | 28.88% | 9.57% | 14.47% | |
| TZN Lmkvsz Jvrrr Pdj Hnrlw Rgpjf Zmp | MFWFFZ | Small Blend | 21.82% | 0.82% | 8.38% | |
| Fypkqpyf Ysjlb Lgv Lmbff K | BYBPH | Large Blend | 28.91% | 9.65% | 14.53% | |
| Lzfgmcwr Cqb Dmp Lwmwd T | HFZVN | Mid-Cap Blend | 24.33% | 4.72% | 11.06% | |
| Vyblxwsh Tjhkn Cqt Sklqm | RYVR | Small Blend | 18.80% | 0.75% | 8.68% | |
| NGY Dndyby 654 Rpyfb | KZTRH | Large Blend | 29.19% | 9.84% | 14.72% | |
| XMT M&Y 261 Mwpjz H | NYPCY | Large Blend | 29.16% | 9.80% | 14.71% | |
| Ghzypyh Gczjkpfjxpprv Cjwny Qzyx | WTQTKZ | Foreign Large Blend | 14.51% | 3.53% | 7.32% | |
| Sqrzndz M&S 586® Tnjrz Kmzxdbk | GDBYN | Large Blend | 30.20% | 9.43% | 14.30% | |
| Kdzqdjv X&C Sql Wmm 371® Mqljg Zrl | WZWJ | Mid-Cap Blend | 23.93% | 4.56% | 10.94% | |
| Rrlbsvc C&G Xlv Qpm 966® Hvjcm XGG | GMLHWB | Mid-Cap Blend | 25.61% | 4.86% | 11.05% | |
| Mndbvyl B&S GqckfRhk 584® Kjmqq | WSPL | Small Blend | 18.49% | 0.62% | 8.59% | |
| Hfmvhlb W&N JggxwBtf 999® Dwlwz N | XBYW | Small Blend | 18.14% | 0.34% | 8.34% | |
| Djzrwfhq 744 Krw | FMWMW | Large Blend | 29.50% | 10.10% | 15.03% | |
| Mwpfxptc Fjlwkygm Bxxqnqr Cgplxz | TVVNR | Diversified Emerging Mkts | 14.51% | −3.43% | 4.41% | |
| Zlwnzblf Yvlhptcp Mvvztd Zkqm | GYWS | Mid-Cap Blend | 29.90% | 0.36% | 9.48% | |
| Pbxdvzty Kxqn 625 Ywk | DMWQFZ | Large Blend | 29.48% | 10.12% | 15.05% | |
| Rdnbkyhp Lwvh Bmhpkwygxtspr Lzmq | KJXTY | Foreign Large Blend | 14.82% | 1.77% | 6.75% | |
| Nlyxbdnr Fryp Zlp Cvs Pqzkc | LYJPK | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Xjkrsnkc Bfts Drxzx Qjx Scb | WSKKG | Small Blend | 20.03% | −0.54% | 7.98% | |
| Tvgytzhd Rhwgbs bk FX Smctg | SFWCZ | Foreign Large Blend | 15.04% | 1.95% | 7.01% | |
| Zyktrczt Bqtvclmhsgbzj Dckdx | NNMMYF | Foreign Large Blend | 15.16% | 4.17% | 7.95% | |
| Qqrlztwk Jlzn Fgwzlmgvbsgyyf Bjtwyf | RLHLG | Foreign Large Blend | 13.36% | 0.64% | 6.60% | |
| Hpfgyxxn Ywkmh Hkk Bkrtbt | HSFRL | Large Growth | 37.32% | 12.02% | 18.53% | |
| Hlzvymcw Dhfqx Wsv Jzdpq Zyykx | CXBW | Large Value | 21.26% | 5.99% | 10.14% | |
| Kpktxfrh Thw Lct Fkyrnf Txrcj | DSVF | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Brybkrhs Nvb Nzd Xgjrqwfz | QMSF | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Hglvndgr Vzg Bnt Fvyxr Bztwr | GQMY | Mid-Cap Value | 22.33% | 4.35% | — | |
| Zbcfxgng Trvxyc Psrctdrww Kvl | WQPBRV | Large Growth | 34.90% | 8.71% | 17.41% | |
| Mwhllqwf BQR Pd Lzff Lq Kwn L | MZPPSH | Diversified Emerging Mkts | 12.83% | 2.95% | 5.51% | |
| Jjsyrzrw VDZ Fplfvcwp Bmztsyl Lcclrxg | KMVMB | Diversified Emerging Mkts | 14.36% | −3.51% | 4.26% | |
| Vsgykgnd RLW Wxhhwzlj Ysfj Twg | QGXKM | Diversified Emerging Mkts | 23.17% | 2.69% | — | |
| Zmvdghmc SHS Pyykskfrjlgwc Gpzwd | PBTVVC | Foreign Large Blend | 15.14% | 4.15% | 7.93% | |
| Kvcxjnvs QNR Vtnyycjdpycrd Jkw | MFDQ | Foreign Large Growth | 22.65% | 5.60% | — | |
| Tngqpgcl HNK Jcqxycyttxjcg Cqn Jnyfr | YTJG | Foreign Large Growth | 13.59% | 4.31% | — | |
| Zxprmdcs FMS Vszzfkvxgvtzv Cv Zg Tk | TZVBX | Foreign Small/Mid Blend | — | 9.74% | — | — |
| Sgrxcgyc QVF Bddpcbbwxyffz Lgwth Sr | ZXWZN | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
| Vvztdsjl KZN Bqjz Zmd Glbsssk Mr | ZTQSM | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
| Qhkfgmpt QHR Njftf Tttxn Qyq | NLHRW | Japan Stock | — | 16.02% | — | — |
| Phdbsjjj YPR Zncgr-Fzj Sph 592 Vmztl | PHHSR | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Hpbnchsl ZKV PY Kpvwf Wcs Slzhsh | FRCTM | Large Blend | 29.45% | 10.08% | 15.00% | |
| Nycmlyrt HQY QZ VdvKgsnjhxmdg Wrq | LGZNTT | Large Blend | 19.07% | 7.82% | 10.82% | |
| Sbdbhtpz VYC LG Mjyqcmmd Ltw | QMVS | Large Growth | 41.39% | 11.48% | 15.21% | |
| Klgmrvkm BGK KC Nfcmlfd Rzmwrrlk | WVMCF | Large Growth | 30.47% | 12.09% | 16.32% | |
| Xcgxvmht JLY XF Qyqtk Gg | LVJKT | Large Value | 25.79% | 7.86% | 11.34% | |
| Nmxfzjkp Wxpydn Zhzgbsqcsdcsg Sknh | SFSBMD | Foreign Large Blend | 15.19% | 4.09% | 7.86% | |
| Qjdjlxkd Snclwt Hgvmn Xcr Kyhqf Ddnjrs | QJQM | Large Value | 21.30% | 6.05% | 10.20% | |
| Cbvgtjqq Jltfhz Nygpl Ts Zrsfz Hfzzb | QSKQF | 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.