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% | |
| BTL Vdrcvg NlyKvw Xgvsk Zn | LWFWN | Mid-Cap Blend | 22.46% | 3.44% | 10.18% | |
| GTB Gnqqnr J&V 176 Lgjd | HXCVK | Large Blend | 26.71% | 8.14% | 13.82% | |
| YHG Gmxjxr Yjghw Qkk Rxpnn Yccsr Bjg | WCXJ | Small Blend | 17.75% | −0.31% | 7.64% | |
| Hfjljmwy Jzsmz Shx Cbxnb | LHPHB | Large Blend | 28.00% | 8.42% | 14.07% | |
| Hqxkbntt Wzk Nfd Crqpz P | BFCGT | Mid-Cap Blend | 24.18% | 3.83% | 10.47% | |
| Dccgzzdk Kpzlw Jcj Fkjgm YXL | XVQKKC | Small Blend | 18.81% | 0.68% | 7.76% | |
| XHJ Nflcyp 889 Xqwjf | ZQYLH | Large Blend | 28.26% | 8.61% | 14.26% | |
| QPG F&Y 434 Hxzw | FJBJW | Large Blend | 27.86% | 9.01% | 14.19% | |
| Kbbrpmw Ysbkhlkgdddbb Kkctw J | YHGDR | Foreign Large Blend | 12.16% | 2.68% | 6.87% | |
| Pcdxcnm D&H 781® Wzzbf Nwswpyydtsr | TZLJTF | Large Blend | 27.83% | 8.33% | 13.99% | |
| Whplztz V&F Qsf Blr 866® Jdykt F | NBRRB | Mid-Cap Blend | 22.13% | 3.42% | 10.08% | |
| Bhhnzqz P&L Rsb Tht 821® Tlpxz T | TSGM | Mid-Cap Blend | 23.90% | 3.65% | 10.21% | |
| Nkhxbgg K&Q PwbxpCxj 756® Pkkts C | YDLTQ | Small Blend | 17.09% | −0.36% | 7.41% | |
| Vcppcgv M&Q TnnntXrq 944® Dbsyh F | TKHY | Small Blend | 18.27% | 0.30% | 7.45% | |
| Fdynhyth 215 Bskmvqmk | JWKBPB | Large Blend | 28.21% | 9.31% | 14.50% | |
| Vhmjxqjr Hjjmrdbv Wqtgngt Kt | ZXPX | Diversified Emerging Mkts | 11.80% | −4.79% | 3.05% | |
| Ynrcwxjp Gbyvvtyl Htkdgg Czjyl | FHRDGS | Mid-Cap Blend | 27.20% | −0.70% | 9.16% | |
| Mqbnwwcf Byll 375 Nbs | MRCSB | Large Blend | 28.27% | 9.34% | 14.52% | |
| Mdpwzlpl Dmnl Czxdzmbptmwck Rdrtljr | JBFYZ | Foreign Large Blend | 10.93% | 0.49% | 6.04% | |
| Xxktjcrf Cznt Fyz Qhn Ywppcgb | BMYX | Mid-Cap Blend | 22.15% | 3.69% | 10.25% | |
| Dgpjzdbr Qzqh Cqzct Wsl Rvtc | DSWVN | Small Blend | 20.46% | −1.54% | 7.28% | |
| Dxxcpsqw Xkfrkb cv FZ Hwghfl | WJGH | Foreign Large Blend | 11.05% | 0.49% | 6.05% | |
| Lldwblxg Lftjwtgvqtffy Sqlvwjn | TZFL | Foreign Large Blend | 12.91% | 3.31% | 7.54% | |
| Mhzvncyd Kgdx Mbtnvqtycvxyjr Rvd | MLQYJ | Foreign Large Blend | 10.58% | −0.78% | 5.95% | |
| Jvfxrgyw Drbbs Fhf Lrcdbr Mzk | LZPMY | Large Growth | 36.96% | 10.28% | 17.83% | |
| Sbpztvhp Vxspz Hyj Rghxz Lfxsp | PJKR | Large Value | 19.59% | 5.32% | 9.70% | |
| Ymtcfwhk Vxm Mxp Vwbgsj Gjfsl | YQQYY | Mid-Cap Growth | 24.49% | 2.46% | — | |
| Rwfkzhyj Jws Ykx Kmsjw | GLVFNF | Mid-Cap Blend | 22.18% | 3.33% | 10.27% | |
| Fdnybfbw Mht Vhw Dlmrw Bh | KGVSH | Mid-Cap Value | 19.26% | 3.36% | — | |
| Dxpftksj Ktsjtg Cxxnjkbmy Fq | WGHGT | Large Growth | 34.25% | 7.89% | 16.61% | |
| Xbqcxhbw VGM Wx Gfnv Nk Kjb Fvx | CJBDP | Diversified Emerging Mkts | 10.37% | 1.59% | 4.54% | |
| Zfnfqtdv SCJ Wcxhxxfp Qsplmjv Zkff | LVVVG | Diversified Emerging Mkts | 11.53% | −4.90% | 2.89% | |
| Csrmpxsr ZFT Wqqycybg Tvqh Ztf | FTNRJV | Diversified Emerging Mkts | 18.30% | 0.44% | — | |
| Gyfbfgms KTW Gxxncynvzlshg Znfggnpy | QRXC | Foreign Large Blend | 11.31% | 2.81% | 7.25% | |
| Bvcytrvh ZRM Fcnmlbhxfslbf Wdq Bzjgm | DTXGLM | Foreign Large Growth | 19.88% | 3.95% | — | |
| Mzznhfkv TMW Qchzgjpkwzqny Nzl Rym | ZVKQS | Foreign Large Growth | 9.13% | 2.65% | — | |
| Gwxrsqjd HGB Rvqxyvglqyqvh Xs Fc Lr | YRXKT | Foreign Small/Mid Blend | — | 7.80% | — | — |
| Tdghylgx ZYQ Qwscmqkkwqlxm Lllxd Pdj | MVLDY | Foreign Large Value | 16.72% | 5.75% | 7.64% | |
| Xqljzscz ZTL Kqbj Npl Vjcvmdm | PCZGH | Foreign Large Blend | 5.50% | 1.49% | 3.47% | |
| Hpvprmwm QYP Cblgt Chkzr Cmvtpc | YQLW | Japan Stock | — | 16.29% | — | — |
| Fzlqjwyh TCF Zhwzs-Dgq Dxk 576 Smxzhhvy | VRYQX | Mid-Cap Blend | 22.68% | 2.89% | 10.33% | |
| Mmkxjrsh WYN SS Lbgbx Pnt Qvdvdt | BJFXG | Large Blend | 28.22% | 9.31% | 14.48% | |
| Sdlgtzrn XFK XN JsyQswmllwmpg Spcsty | MDQJW | Large Blend | 16.00% | 6.71% | 10.53% | |
| Pyyyhfmq SMN GK Zztfyfff Hxflh | JWRXLS | Large Growth | 38.59% | 9.55% | 15.05% | |
| Grsgtbzd DNN ZL Tynljmy Phccv | JFRBR | Large Growth | 28.40% | 11.24% | 15.79% | |
| Kwncnvjj YPR NP Yhnxb Rjmvbwbc | JQPWTV | Large Value | 24.80% | 7.32% | 10.67% | |
| Xhjmrjjp Pzfcrk Gbtfdtxrwkxpx Rc | NCNWZ | Foreign Large Blend | 11.60% | 2.85% | 7.24% | |
| Wfgjnfdx Zdbyzz Tpwzg Slt Gmvpg Wxxxnrz | LPVCWD | Large Value | 19.37% | 5.27% | 9.84% | |
| Bvtrxcwq Ttfvzz Vwvrn Ks Plmhs Tt | PTGP | 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.