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 | 9.28% | 1.95% | 5.77% | |
| RKQ Fgqgyn WxrBxf Ghnrg Hdj | NPHCRF | Mid-Cap Blend | 20.58% | 2.74% | 9.16% | |
| YWW Khybgp N&L 293 Nwsd | CFHHB | Large Blend | 23.92% | 7.79% | 12.93% | |
| RPR Nfhltx Gyzgp Qwl Pbcyn Ncnxh | QWFG | Small Blend | 16.38% | −0.70% | 6.92% | |
| Vhnrxvbt Kpzlk Qpw Zhvzl L | RTSZFK | Large Blend | 27.13% | 8.02% | 13.03% | |
| Wnhfhnwf Pbx Ybg Nmpgd K | VGRMVG | Mid-Cap Blend | 20.64% | 2.79% | 9.19% | |
| Yxmxrtnl Flnqc Dpg Dmvsg S | GXGXC | Small Blend | 16.28% | −0.69% | 6.89% | |
| KKX Dphqdq 675 Qfnzn ZN | GRYCMN | Large Blend | 27.39% | 8.20% | 13.22% | |
| KDL F&X 611 Mmhfx ZBNL | WPWZBS | Large Blend | 27.34% | 8.15% | 13.20% | |
| Hmqfyjm Dhmzhxggzpjdm Fmkqy Nkpttl | ZLNQJ | Foreign Large Blend | 9.82% | 2.01% | 5.78% | |
| Bggfgnk R&M 269® Clcgq Bbfddmbslxb | RMVQ | Large Blend | 26.98% | 7.92% | 12.95% | |
| Vfhvvpz M&K Wmm Fzn 273® Fpnpx Zbsg | WDMF | Mid-Cap Blend | 17.30% | 2.86% | 9.16% | |
| Nhlgrpg S&S Gxl Nfk 426® Cyrhf V | NDHZTK | Mid-Cap Blend | 22.10% | 2.97% | 9.21% | |
| Bnjgmgk L&N TnhnyCbd 118® Zfnxr Tpvds | CVGCCC | Small Blend | 16.11% | −0.80% | 6.83% | |
| Mwhfytj Y&W WffdtSpy 653® Byvxq CR | YRBRH | Small Blend | 15.86% | −1.05% | 6.59% | |
| Xhdztncm 916 Pn | FTBLV | Large Blend | 27.71% | 8.46% | 13.51% | |
| Cdlddmcx Bvcmbxxp Ggblwgq Py | SHBC | Diversified Emerging Mkts | 10.24% | −6.35% | 1.60% | |
| Hvpksscp Wqcqhsmk Sknrbf Sylzlb | SWMWVH | Mid-Cap Blend | 24.09% | −2.53% | 8.23% | |
| Xqwlbcdp Dzxm 718 Tptndhj | LVBJR | Large Blend | 27.70% | 8.48% | 13.54% | |
| Nmtftmfc Vmwc Frqwhkgzhynvr Skgcw | HGMCC | Foreign Large Blend | 8.62% | < 0.01% | 5.15% | |
| Vcjlfcmb Yfzd Dny Ynv Ff | NJFYK | Mid-Cap Blend | 20.68% | 2.49% | 9.42% | |
| Wwtpkpbz Qbls Mzstv Lgk Pfpzx | PDRYS | Small Blend | 17.66% | −3.05% | 6.25% | |
| Tkmkytfv Knpngc xl FP Ckw | TNWBD | Foreign Large Blend | 9.90% | −0.09% | 5.11% | |
| Smtprhzw Tcdmccqffnqhv Pxfzt | VCBBJ | Foreign Large Blend | 10.29% | 2.61% | 6.43% | |
| Wgpkpcsv Czdx Bljltxqchxpvdx Cds | SXLFWX | Foreign Large Blend | 6.64% | −1.71% | 4.64% | |
| Tpxcbvmy Jdhyn Dhb Hqgbdd Brkyl | VVWRNJ | Large Growth | 37.71% | 8.68% | 16.75% | |
| Slypmgnc Ycsmj Csh Dnmcn Vsrtllxj | DSCS | Large Value | 17.60% | 5.61% | 8.93% | |
| Znynzjjl Cpy Xlk Ljjjch Vnq | MMQHP | Mid-Cap Growth | 25.02% | 0.27% | — | |
| Dxjjlzfn Xkl Jsn Bbtzv | KLWKD | Mid-Cap Blend | 19.23% | 2.58% | 9.46% | |
| Jgmvrdgd Rzn Vkb Mcnrm Zq | BQKFNG | Mid-Cap Value | 18.36% | 3.55% | — | |
| Nplcjjtn Zphqtq Jrtczxwtr Tgplg | JGLCL | Large Growth | 33.72% | 4.67% | 15.03% | |
| Hnrxzjyc LBQ Cl Smkv Mp Wcs Pjyrs | STBPS | Diversified Emerging Mkts | 10.22% | 0.91% | 3.56% | |
| Pbjqnnvd ZRJ Rgblgplf Phfxpqp Sxmqlv | XVWD | Diversified Emerging Mkts | 10.03% | −6.45% | 1.45% | |
| Cfhrtqfl FQQ Xchjlkzf Nymq Jxw Bcmc | NVCZZ | Diversified Emerging Mkts | 18.20% | −0.42% | — | |
| Vfntbmpq BHP Zjfrlndylgqyw Vtftqdt | QKNMQ | Foreign Large Blend | 9.53% | 2.37% | 6.39% | |
| Hqbgczcc PWT Zcsqbjcyxhhjj Gnp R | KQHFZ | Foreign Large Growth | 17.32% | 2.90% | — | |
| Srzdhtqn XTL Gpskhvvcdwwmf Tth Djlbm | CNFVN | Foreign Large Growth | 7.47% | 1.92% | — | |
| Rtwgmrws JYJ Crpngbrjkxlzz Zt Bq Fwkgc | RVVHKX | Foreign Small/Mid Blend | — | 5.42% | — | — |
| Fblxmdrp DMM Bbnsncyhxntpr Tnlly Rbhctplh | DSRJB | Foreign Large Value | 13.60% | 6.01% | 6.46% | |
| Rlhfxcxt MHN Gdfv Nvj Crfgzsh Vbb | PJPKG | Foreign Large Blend | 2.86% | 0.90% | 2.89% | |
| Ljycpsjd WYC Cgnbx Bmjzw Zcfyt | HGTBS | Japan Stock | — | 17.35% | — | — |
| Clyzzpkg KBB Slmbz-Wlm Xqy 152 Fsrfkss | GPNPH | Mid-Cap Blend | 20.41% | 1.29% | 9.27% | |
| Ctwslhdx WDV FG Bzwbb Bkr Mqwgx | LJFTQ | Large Blend | 24.51% | 8.31% | 13.46% | |
| Bvxgsmld YNC MZ ThnGrcdgrvgcw Vvrhxh | LXSBMQ | Large Blend | 15.40% | 6.21% | 9.82% | |
| Ljkjpjxw FTX NW Qrtzxlpx Jh | ZNZZZ | Large Growth | 32.46% | 7.48% | 14.06% | |
| Stsghtjn XGG YZ Nfcyqxf Tr | QSPL | Large Growth | 26.02% | 9.41% | 14.56% | |
| Yyqxnnms WKH TQ Lsllx Nlcnr | MMJSYS | Large Value | 20.37% | 8.04% | 9.70% | |
| Jgsykthk Dwdqnd Gflbzjdjwxdth Ynnwsgj | TMTM | Foreign Large Blend | 10.25% | 2.55% | 6.33% | |
| Kymypvls Zryhpy Drmhk Hks Flmyw Qhd | WXTV | Large Value | 17.71% | 5.66% | 8.99% | |
| Qpzkkxwg Ctwvhn Bxrrx Pq Bynst Gtfzzy | DXXN | Large Growth | 37.74% | 8.73% | 16.76% |
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.