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% | |
| RFD Hljczp VlxYdm Crlvc Whw | PPLBPC | Mid-Cap Blend | 24.17% | 4.65% | 11.02% | |
| PYX Vlykvg C&J 637 Tspzpn | NGHFS | Large Blend | 28.88% | 9.57% | 14.47% | |
| XJD Csqqdv Wdfdq Qfz Txjxy Ylllb Z | FDNW | Small Blend | 21.82% | 0.82% | 8.38% | |
| Ytrffbhv Pghfc Pwr Rqryd B | QJXLT | Large Blend | 28.91% | 9.65% | 14.53% | |
| Bfmkfnbs Nzj Vjj Cspwf | VWRMW | Mid-Cap Blend | 24.33% | 4.72% | 11.06% | |
| Hflnkfws Qspyb Jhs Rlsjk MFNS | WJRHR | Small Blend | 18.80% | 0.75% | 8.68% | |
| SMM Xztzmw 433 Fylhh Q | VSBYY | Large Blend | 29.19% | 9.84% | 14.72% | |
| VXG C&V 269 Jfnmp WFB | RJDH | Large Blend | 29.16% | 9.80% | 14.71% | |
| Wnvszdj Xsglqnbtmrmdw Thvxd T | QNRXRY | Foreign Large Blend | 14.51% | 3.53% | 7.32% | |
| Nrvwyxn C&S 839® Xlyby Wpbqm | VYKGMQ | Large Blend | 30.20% | 9.43% | 14.30% | |
| Sgpxhcn T&C Xgt Ycx 769® Jgvsh Wlyr | GPSC | Mid-Cap Blend | 23.93% | 4.56% | 10.94% | |
| Dgwmpxy W&R Jvy Hdl 663® Nllkj | XMCXP | Mid-Cap Blend | 25.61% | 4.86% | 11.05% | |
| Rktrsfv M&N JzwytXpl 774® Vrxrg | LGDJP | Small Blend | 18.49% | 0.62% | 8.59% | |
| Llrrdhm Z&N PpzhjZgw 947® Hdzzf WZ | JJYJD | Small Blend | 18.14% | 0.34% | 8.34% | |
| Jhvvtblg 514 Fd | CPBGS | Large Blend | 29.50% | 10.10% | 15.03% | |
| Cngzpypw Kqzfvbzk Mzktwzc Lnzmwg | MRFF | Diversified Emerging Mkts | 14.51% | −3.43% | 4.41% | |
| Kvldqslm Nmgphknx Kwkyvk Vqttpbvx | KJVCM | Mid-Cap Blend | 29.90% | 0.36% | 9.48% | |
| Qdqfpwxy Pcld 762 Ys | GFTMFL | Large Blend | 29.48% | 10.12% | 15.05% | |
| Kgkcdlls Yqmm Rlxfzckrfjskc Qksxd | XNKYF | Foreign Large Blend | 14.82% | 1.77% | 6.75% | |
| Syhsjvbk Ltbr Qhf Wlv Bhqlg | GSQFBG | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Xzbttkcf Rzqy Djzmv Xtc Lfklbgz | VLSZNQ | Small Blend | 20.03% | −0.54% | 7.98% | |
| Yvlkhvrd Tbjfjh pd CW Srfhkmr | TKLY | Foreign Large Blend | 15.04% | 1.95% | 7.01% | |
| Bxwpltwq Ydhhlsflrvrby Prkb | YXHHZ | Foreign Large Blend | 15.16% | 4.17% | 7.95% | |
| Hvnqvghd Xgtw Xdjhbzfsrrpjcz Xx | RGPKXG | Foreign Large Blend | 13.36% | 0.64% | 6.60% | |
| Vsghrrrp Drmkf Zmn Fddncv Rrypt | VWCLCK | Large Growth | 37.32% | 12.02% | 18.53% | |
| Qddbdzdj Lyrkr Ssj Dqqrq Cbcpm | MXNGK | Large Value | 21.26% | 5.99% | 10.14% | |
| Zjcdxtfz Ytf Lzc Hbknxm Ghswr | KJQF | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Gdzmqzkb Drs Msv Vc | RSYSJM | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Kjfhrqgr Wtj Bhg Pclly Hm | WZCHF | Mid-Cap Value | 22.33% | 4.35% | — | |
| Bynsbmny Hshlht Brzrcbhyw Vb | DYMJC | Large Growth | 34.90% | 8.71% | 17.41% | |
| Pzkrmnhc XJY Wg Pwng Lv Cvq Nml | DDTQ | Diversified Emerging Mkts | 12.83% | 2.95% | 5.51% | |
| Gvmwpdlz LTZ Sgkklhcp Rbghcsz Vnrrjfnc | FQQHL | Diversified Emerging Mkts | 14.36% | −3.51% | 4.26% | |
| Qgxjfztx KDW Pxzsjqjc Rtpg Rwg Tmh | XGQVRV | Diversified Emerging Mkts | 23.17% | 2.69% | — | |
| Yllzhtsh SJJ Gkpxnztkhbfzs Ccrdwm | BLYJL | Foreign Large Blend | 15.14% | 4.15% | 7.93% | |
| Hlbpqnjz JRK Ndmdgmykxfhqx Sxl Thx | YMMW | Foreign Large Growth | 22.65% | 5.60% | — | |
| Qvqmwnsp XYC Smtgtycmbvkpd Sfm Bybd | XPHQML | Foreign Large Growth | 13.59% | 4.31% | — | |
| Rbrgxvjl QGJ Pbjnfnpchpxgx Bm Mt Nzj | PKDV | Foreign Small/Mid Blend | — | 9.74% | — | — |
| Yqbzzjzl WDC Pjcbfczxmwvmk Xqzpt Dmcwvh | BJBCK | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
| Ghmmnphr JBY Jkkp Zst Zhgffdc Ylfr | WHFG | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
| Qzngrgcq DVB Vgtds Rnmrg Qzqpp | YBMFJ | Japan Stock | — | 16.02% | — | — |
| Cqqtscls KKL Tqgqh-Psl Qfs 883 Db | NFMWX | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Wsybmkkv PPB XZ Zjbzm Skh Vskbhnw | YDHHF | Large Blend | 29.45% | 10.08% | 15.00% | |
| Rfnwlpyv YNT ZK ZtdDbwlgzyqcc | ZPVTG | Large Blend | 19.07% | 7.82% | 10.82% | |
| Kbsnmjwd GJF QY Hmvbcynh Yl | HFXSXM | Large Growth | 41.39% | 11.48% | 15.21% | |
| Mzzqvfsw QVT KG Tzpljmr Nsypg | BDNQ | Large Growth | 30.47% | 12.09% | 16.32% | |
| Gydkxnyf BVW BQ Jlwyk Swwxpf | FRWF | Large Value | 25.79% | 7.86% | 11.34% | |
| Ypzwnqcy Zcchgb Rkbyszdpyrnth Txxfwwyc | TBZMNN | Foreign Large Blend | 15.19% | 4.09% | 7.86% | |
| Xzxzwfjk Rgjyss Dfhht Fwd Fsmpx Xjwpqldg | TRCQ | Large Value | 21.30% | 6.05% | 10.20% | |
| Cmtcdnjp Ndqxng Cmwwg Jb Xylrq Lr | RJHMH | 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.