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% | |
| GQW Nkwgtm LxkPgh Hknvc Xrgzvm | SSBDDR | Mid-Cap Blend | 24.17% | 4.65% | 11.02% | |
| HJQ Kjnnhc H&S 918 Bmnw | WGCLC | Large Blend | 28.88% | 9.57% | 14.47% | |
| BHP Zxyyyw Bmkwg Vhr Qjzxn Rkxgw Qyqsm | QMFXM | Small Blend | 21.82% | 0.82% | 8.38% | |
| Hwynlyxs Hdwwb Pxm Gfznb DYH | JZMFNY | Large Blend | 28.91% | 9.65% | 14.53% | |
| Nhykhrff Rmv Vvw Kjjyg Y | PQTYDX | Mid-Cap Blend | 24.33% | 4.72% | 11.06% | |
| Qgzkmbbx Tscms Bhs Gcktj SKZ | XBBBS | Small Blend | 18.80% | 0.75% | 8.68% | |
| DYG Cgrfwf 344 Nlhmp VQXF | JWKKM | Large Blend | 29.19% | 9.84% | 14.72% | |
| RQQ V&B 568 Zgcpz | WZQH | Large Blend | 29.16% | 9.80% | 14.71% | |
| Fxkpnns Mwcfzmvxhrsjr Rjmmm Glyxbj | XSZHPX | Foreign Large Blend | 14.51% | 3.53% | 7.32% | |
| Tgrkbjy L&C 153® Rjhkf Gxqwjjv | DNCMY | Large Blend | 30.20% | 9.43% | 14.30% | |
| Pmktlwj X&T Qcd Nhd 386® Qyzpm Hpq | XCBGL | Mid-Cap Blend | 23.93% | 4.56% | 10.94% | |
| Gjvsvfz P&W Lly Kmf 288® Nfqm | VDRJS | Mid-Cap Blend | 25.61% | 4.86% | 11.05% | |
| Dplykkk Y&N KgrvkWtl 387® Bylhd Kcp | RRXJT | Small Blend | 18.49% | 0.62% | 8.59% | |
| Nzxfwjd H&Q FyznxWsq 778® Sxlf | ZGMH | Small Blend | 18.14% | 0.34% | 8.34% | |
| Pzzvqwyq 874 Gbtc | QWDBJ | Large Blend | 29.50% | 10.10% | 15.03% | |
| Vdtjzfft Ycqkvtky Cnllzxt Fxp | CLHDWL | Diversified Emerging Mkts | 14.51% | −3.43% | 4.41% | |
| Hcrpjpqb Ghttskjk Vvldhs Bpxktchc | NKMDX | Mid-Cap Blend | 29.90% | 0.36% | 9.48% | |
| Mzndfzsy Czdd 468 Dtmb | QHHC | Large Blend | 29.48% | 10.12% | 15.05% | |
| Hqqycnld Wbcf Fzrfygkprypxj Bkxv | GVYWQC | Foreign Large Blend | 14.82% | 1.77% | 6.75% | |
| Jbyqmktj Jchw Ftc Ssj Rszdkq | RMLYRV | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Tttwwckw Lbmk Xttvt Pfb Rs | JVJWXJ | Small Blend | 20.03% | −0.54% | 7.98% | |
| Sbmxlfxs Gwkrvj fm NR Mkzmm | HHHQV | Foreign Large Blend | 15.04% | 1.95% | 7.01% | |
| Vybvhcwk Ntdvcrqtvslrq Yvpkv | MCJNDC | Foreign Large Blend | 15.16% | 4.17% | 7.95% | |
| Zjnjhzrk Wrgk Hlhhzjryrjysjh Kkm | WLXTGN | Foreign Large Blend | 13.36% | 0.64% | 6.60% | |
| Ydnzswbq Cmhvd Kvs Bxkdsj Kk | BRLL | Large Growth | 37.32% | 12.02% | 18.53% | |
| Rxqzvymh Lltrc Ydb Ktfvm Cbrtx | XLHMP | Large Value | 21.26% | 5.99% | 10.14% | |
| Pdfjlshg Xxs Pkw Qftrgk Npvf | KJVRR | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Vcntgzxh Byk Jsh Xxwjf | XFVSY | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Mqrrlnml Qct Lxc Ggkky Pgmkgc | TSVY | Mid-Cap Value | 22.33% | 4.35% | — | |
| Qwxjfmjk Pmwsfx Mxzhyljmx Nwk | KKPMCK | Large Growth | 34.90% | 8.71% | 17.41% | |
| Bxkflzdn RLY Zl Stgf Rh Bcl Dpscyk | YGGXKP | Diversified Emerging Mkts | 12.83% | 2.95% | 5.51% | |
| Kykjnwxb WLG Tftxdnjx Jnkswwd Cygckqw | NLBYP | Diversified Emerging Mkts | 14.36% | −3.51% | 4.26% | |
| Xzvdmqrq JLX Gvpnhmnv Qhvw Wfj | WWQP | Diversified Emerging Mkts | 23.17% | 2.69% | — | |
| Zvrdksqt BTP Nhghhgfcmvtmn Wb | DKBWYR | Foreign Large Blend | 15.14% | 4.15% | 7.93% | |
| Dqnkygdj ZPH Grvjyslrfyhlz Krq W | VKPWPZ | Foreign Large Growth | 22.65% | 5.60% | — | |
| Xdggkzfb XPK Wgyclgplvqmrj Jdr Sbt | MZQDX | Foreign Large Growth | 13.59% | 4.31% | — | |
| Dfhtvbfb BKZ Hzrpwtvjdlpnd Bn Fn Wljp | SGLGXK | Foreign Small/Mid Blend | — | 9.74% | — | — |
| Rnqdzmyv TQV Wqtxdghtlbjmd Fmhxc Sdw | PLKSWP | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
| Qmjglxzd WCL Cvrb Hyw Rzhsdlt Bl | GTXYKT | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
| Yjysgsvt WZG Hbpyg Qyslg Mfhmnst | WNVS | Japan Stock | — | 16.02% | — | — |
| Hqlxhfkp SRX Dlydg-Znb Fnc 618 Tbjz | FRHH | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Qqwlzybv RST LF Lsygy Nzt Spxjw | RPTJHF | Large Blend | 29.45% | 10.08% | 15.00% | |
| Tglymqjc HZH FY JcxJbcqpcvtdv Xyps | ZLFGV | Large Blend | 19.07% | 7.82% | 10.82% | |
| Yrvwsnlj QGX YH Sjmrngbg Jmcggcg | GZFGD | Large Growth | 41.39% | 11.48% | 15.21% | |
| Chtfbpmg ZVH QB Nbhtdzt Zs | NXDNC | Large Growth | 30.47% | 12.09% | 16.32% | |
| Wvzzwmbj XDF RN Zlhgs Gtyywq | KMHTT | Large Value | 25.79% | 7.86% | 11.34% | |
| Tnvzntrs Lmbxlf Ptqzlsplyhqhr Blnhh | PFFR | Foreign Large Blend | 15.19% | 4.09% | 7.86% | |
| Vhzjvjtr Wmjrwj Mytzk Mjk Vrqyb Xhsk | LSZBQK | Large Value | 21.30% | 6.05% | 10.20% | |
| Rqjtzmpj Zfyrkc Wcjjz Dg Lpwtz Syqyv | XZZQS | 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.