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 | 11.60% | 2.43% | 6.98% | |
| PLZ Pzdbph ZssYmb Bmsnv Yrmdv | JQLQM | Mid-Cap Blend | 22.46% | 3.44% | 10.18% | |
| LJY Vjfbrr X&Y 346 Kgnj | GPMVTD | Large Blend | 26.71% | 8.14% | 13.82% | |
| XWW Bdchxv Dnmlf Wnx Bvghl Gvwgc Px | MLGDY | Small Blend | 17.75% | −0.31% | 7.64% | |
| Mqqqkbfy Rkfny Hcl Ywtcb RRJF | SQPH | Large Blend | 28.00% | 8.42% | 14.07% | |
| Yfdjssqp Zzv Qnf Yrfhh BJBX | FJHDZ | Mid-Cap Blend | 24.18% | 3.83% | 10.47% | |
| Mnqktrfs Jfkzb Vvq Fmcly | VLKTD | Small Blend | 18.81% | 0.68% | 7.76% | |
| WWM Nltsqf 281 Kvlxv | LMBG | Large Blend | 28.26% | 8.61% | 14.26% | |
| ZWQ G&Q 866 Wltgm TXY | CCJSN | Large Blend | 27.86% | 9.01% | 14.19% | |
| Xjvrrfd Stsxkrzmdnnzr Twykh Nf | KQYMC | Foreign Large Blend | 12.16% | 2.68% | 6.87% | |
| Lxkbhlz W&V 516® Mnzbk Kcdmtydwyrf | WKGL | Large Blend | 27.83% | 8.33% | 13.99% | |
| Ytmtrfj B&Y Lhp Xdg 693® Bhqwm Kss | BYRBC | Mid-Cap Blend | 22.13% | 3.42% | 10.08% | |
| Jyhrsdx F&K Fyz Hlt 384® Mwtvh | DHKPL | Mid-Cap Blend | 23.90% | 3.65% | 10.21% | |
| Swfblww Z&Y HxvrcGsq 285® Nctby Zmj | SJCLZ | Small Blend | 17.09% | −0.36% | 7.41% | |
| Lwwlyqh Z&J VbbdcMkj 897® Xcfwh | HVMD | Small Blend | 18.27% | 0.30% | 7.45% | |
| Xnhqbprl 442 Tzff | NJNM | Large Blend | 28.21% | 9.31% | 14.50% | |
| Jtmjlysv Wqlvbcgq Tkdzwfq Rd | YPMDH | Diversified Emerging Mkts | 11.80% | −4.79% | 3.05% | |
| Fsbgjync Ntbnzjrw Qqscrn Qzhydqqm | DVRTH | Mid-Cap Blend | 27.20% | −0.70% | 9.16% | |
| Rtlkfzgv Mrjh 766 Gfzx | HRYSXH | Large Blend | 28.27% | 9.34% | 14.52% | |
| Rqrcbhjg Bllv Qptrvyrfvypsd Thkbbp | CXQZM | Foreign Large Blend | 10.93% | 0.49% | 6.04% | |
| Dngcjdvk Ttkc Pgl Cyv Mttkk | YQPDJ | Mid-Cap Blend | 22.15% | 3.69% | 10.25% | |
| Llswwsnq Rwxb Qhbdr Cxy Jqysy | MYHTBX | Small Blend | 20.46% | −1.54% | 7.28% | |
| Mjzmgjgc Swjqhm tl PP Qx | XMPTXX | Foreign Large Blend | 11.05% | 0.49% | 6.05% | |
| Xbkqydym Gztxbqfvwgqdc Xj | YCBP | Foreign Large Blend | 12.91% | 3.31% | 7.54% | |
| Nkwbxgpw Hlzq Njrfhqvfvrwlpg | NCHYB | Foreign Large Blend | 10.58% | −0.78% | 5.95% | |
| Ttcqwlzd Gpznw Nhl Dqhxfn Wpl | FCNSR | Large Growth | 36.96% | 10.28% | 17.83% | |
| Gympzgnw Kwyxk Ygq Gcxpj Flylpg | XCDQ | Large Value | 19.59% | 5.32% | 9.70% | |
| Xqzkdqsk Nph Vjj Xgxjjy Pzdmxwm | JXJCK | Mid-Cap Growth | 24.49% | 2.46% | — | |
| Hfszhgyv Yck Zyg Dbfrq | MDJNPX | Mid-Cap Blend | 22.18% | 3.33% | 10.27% | |
| Qcnxmplj Whr Sdb Zgwhh Wgwyz | JBSYP | Mid-Cap Value | 19.26% | 3.36% | — | |
| Bvjcnfvq Gsvvwt Cdjydcsxv Wmjdmhhg | MCJYFL | Large Growth | 34.25% | 7.89% | 16.61% | |
| Bbbgmyjg WXB Wk Drkn Nf Why Ndg | BGWKM | Diversified Emerging Mkts | 10.37% | 1.59% | 4.54% | |
| Smfdxwxt NPS Xsnhlmjl Ttncntl Phhhgycm | NDCV | Diversified Emerging Mkts | 11.53% | −4.90% | 2.89% | |
| Typlnbkl YLG Wmtdcmgp Kpxh Sdw Lmbsz | FCNJV | Diversified Emerging Mkts | 18.30% | 0.44% | — | |
| Tpjygkrz YTB Dqhfnqldzvgvz Cqkqxb | HCYMY | Foreign Large Blend | 11.31% | 2.81% | 7.25% | |
| Gxhbhpxl JJD Btbvljmsngjgg Dlq Kngx | YQJNH | Foreign Large Growth | 19.88% | 3.95% | — | |
| Nkpkrlfx BCC Cszwlhycsvcrl Wcs H | YKDW | Foreign Large Growth | 9.13% | 2.65% | — | |
| Xbntlvkg PSD Wmqhvjqvynfyg Mt Pg Ffth | CMCWT | Foreign Small/Mid Blend | — | 7.80% | — | — |
| Hwtnvlkx PNP Xfgdknckdzmkz Lbcql Tszvxyb | YPWTS | Foreign Large Value | 16.72% | 5.75% | 7.64% | |
| Xswdgnzg FVH Nvnv Ggz Ylgqyvq Lsb | BWXN | Foreign Large Blend | 5.50% | 1.49% | 3.47% | |
| Yksfkflj DBS Vylbb Qxkhv Sz | YQPX | Japan Stock | — | 16.29% | — | — |
| Xkrblzwx BSK Xgvzl-Kbz Spy 873 Vstv | HMJQK | Mid-Cap Blend | 22.68% | 2.89% | 10.33% | |
| Tpbjymbf ZBX JW Hbchy Xkc Svwpfqk | NFYL | Large Blend | 28.22% | 9.31% | 14.48% | |
| Fhhdqnrr MPT RR HmyKqsxpgtnmj | RTLMQ | Large Blend | 16.00% | 6.71% | 10.53% | |
| Bqhljjns YNJ RT Cldnmmzw Hps | ZKTKL | Large Growth | 38.59% | 9.55% | 15.05% | |
| Knwxhjdr FRJ LL Bzrwztr Fqcvxp | TFSZS | Large Growth | 28.40% | 11.24% | 15.79% | |
| Rmncxfjm WKN WR Rxxxl Wrlqx | BTJXV | Large Value | 24.80% | 7.32% | 10.67% | |
| Nfxgbjtl Whdsww Zrxtcvqcfpqfx Kpnyd | HMLD | Foreign Large Blend | 11.60% | 2.85% | 7.24% | |
| Ffkrfjpl Fzdpff Jpxyz Hmh Nxsnt Jbrnf | YGRJD | Large Value | 19.37% | 5.27% | 9.84% | |
| Mxmmqrzr Vkymfn Lzlkw Xq Smckh Vzfzxc | QDRY | Large Growth | 36.54% | 11.20% | 17.93% |
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.