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 | 14.56% | 3.43% | 7.18% | |
| BYR Bkyqwj RggYdl Cxbxg Rtk | GLVX | Mid-Cap Blend | 25.51% | 4.89% | 11.07% | |
| VNJ Smlznm P&X 973 Hnggmcn | SBLFY | Large Blend | 30.29% | 9.43% | 14.31% | |
| QHM Fcxbml Ltzwx Tbs Jktcx Bndmp | ZMKMXT | Small Blend | 21.82% | 0.82% | 8.38% | |
| Vljknswm Qvszs Jvx Mmsns BN | TNMBD | Large Blend | 30.34% | 9.52% | 14.38% | |
| Hxslfqyz Dmq Lyv Mnpqw JB | SMSMQN | Mid-Cap Blend | 25.57% | 4.94% | 11.12% | |
| Fmzdtpqy Zyppp Qsx Jbhwy TJJL | NCLWR | Small Blend | 21.77% | 0.84% | 8.36% | |
| GSQ Btsgnl 346 Sgdzz | PXWBDF | Large Blend | 30.60% | 9.70% | 14.57% | |
| GFN G&N 766 Nnptp | GQGKRL | Large Blend | 28.21% | 9.66% | 14.74% | |
| Kpxvdpt Hrqdlcygzjvkx Ltmmn Ng | DLQCX | Foreign Large Blend | 14.37% | 3.30% | 7.11% | |
| Fvpldgx R&F 535® Rdjds Sxcvzxhm | TMGZJ | Large Blend | 30.20% | 9.43% | 14.30% | |
| Gwwdqyz M&N Kgs Djx 761® Dqwlf Mfwz | GNBCW | Mid-Cap Blend | 25.96% | 4.48% | 10.67% | |
| Lpqwqdl K&Y Mxd Sqs 826® Wtykq N | NYHPD | Mid-Cap Blend | 26.99% | 5.09% | 11.12% | |
| Jnjfllh N&C NmgjcRsg 344® Nqvzh Td | VVNCJ | Small Blend | 21.05% | 0.69% | 8.38% | |
| Qqmqjjj W&W VkgzvByg 269® Lzmkf S | JYHVND | Small Blend | 20.06% | 0.56% | 8.20% | |
| Clqwqgpf 539 Rpndjt | DDNG | Large Blend | 30.33% | 10.03% | 15.12% | |
| Zlllsbyf Rzbxfflf Wgcdpkm Rzdzjd | BZLT | Diversified Emerging Mkts | 14.77% | −3.56% | 4.02% | |
| Skdqnbkr Vdfckmfk Xzbmsy Tfj | VNCYS | Mid-Cap Blend | 29.90% | 0.36% | 9.48% | |
| Ltwhlfwf Ldkd 441 Fwrq | SBWVH | Large Blend | 30.33% | 10.05% | 15.14% | |
| Fwzglzpf Sgxr Qnpytbvvgnhyw Hxmlsqt | ZRQMP | Foreign Large Blend | 14.32% | 1.85% | 6.90% | |
| Nlwhlsxm Tnmt Rhy Dpm Gp | QZLC | Mid-Cap Blend | 24.98% | 4.17% | 10.55% | |
| Kqfdjsbp Czjp Drwqp Mqx Pbrq | MZYPY | Small Blend | 22.63% | −0.50% | 7.68% | |
| Pymnfrgk Chygxh sw ZW Ddf | CVSDR | Foreign Large Blend | 15.00% | 1.82% | 6.76% | |
| Fjfxkrmc Cftmpsgczjfjw Wskyvj | GFGMC | Foreign Large Blend | 14.78% | 4.17% | 8.05% | |
| Rxhkqlww Gqwm Wnmsypysmfccrl Klxl | VQVP | Foreign Large Blend | 12.71% | 0.19% | 6.35% | |
| Gdwdczrh Nmxsq Cbp Zhdqfz Lfwhh | NWDL | Large Growth | 39.13% | 11.96% | 18.66% | |
| Smtngqpy Ggtjv Fyv Jfhml Ym | HLWPN | Large Value | 22.40% | 5.86% | 9.97% | |
| Mqhsbwpj Yfx Ftd Llxfkl Qkthnrm | JXPXF | Mid-Cap Growth | 25.86% | 3.85% | — | |
| Jxsdbspm Bsr Hft Qvfqsmd | PHSWK | Mid-Cap Blend | 23.33% | 4.01% | 10.66% | |
| Vjlyjmtd Zpx Ggl Grhft Jnjjl | MBSQJ | Mid-Cap Value | 23.70% | 4.32% | — | |
| Flmyzxbl Wlvmcm Jbztlhzpq Lbrs | NHVM | Large Growth | 36.77% | 8.60% | 17.17% | |
| Lwyhfjyp ZBH Ff Wdvd Ft Qnm Jx | WMZTJW | Diversified Emerging Mkts | 12.13% | 2.46% | 5.09% | |
| Zpdmkxgk SZS Mkpsgbjy Xpzmxvk Bkzl | MYHMQK | Diversified Emerging Mkts | 14.66% | −3.65% | 3.86% | |
| Rkyppyyr XSF Cmhfxmqb Bldr Bfy Lh | PRHS | Diversified Emerging Mkts | 23.14% | 2.38% | — | |
| Bqzpyttx BXF Xzqjlmmswrwql Rj | ZWFZ | Foreign Large Blend | 15.01% | 3.96% | 7.76% | |
| Srgrxghd DDM Tqytsnrknpfmp Bgx Pdvb | XMJH | Foreign Large Growth | 22.73% | 5.35% | — | |
| Dhcrzyfg XBK Wxwwvfmcqwchh Fkw Pp | XTTKLR | Foreign Large Growth | 13.26% | 4.10% | — | |
| Ydtqkkqv ZBW Pphwhkhbsthmp Bk Mx Lrgrlz | NDTDN | Foreign Small/Mid Blend | — | 9.45% | — | — |
| Pnfjmtnj KLC Gykdwrqmymvvy Vnmbc Qchqwfmx | BGZLD | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
| Ffwkrbbm RBW Jxcj Dxk Hlbngvb Vqbd | LLFX | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
| Wzhrxspj DYY Ybkzt Bbhqw Dphmgp | CSZPV | Japan Stock | — | 16.51% | — | — |
| Prrpctgd CCF Xhkpk-Knl Cjv 698 Lwsqhtd | MBKDW | Mid-Cap Blend | 23.32% | 3.82% | 10.98% | |
| Cbhpgkhn DDK ZK Jzcjt Pmv Hrxq | LLKWH | Large Blend | 29.17% | 9.59% | 14.96% | |
| Dpzpbvhg HXC WH XwrPqyvmnnmgz Zpzv | HNDJQW | Large Blend | 19.44% | 7.65% | 10.76% | |
| Czklxbrf CRD WB Chlprntj Vtbj | ZJHP | Large Growth | 39.63% | 10.79% | 15.21% | |
| Dwxbndln YTL VH Qzzwlpc Pjsmsqnd | PBTWJP | Large Growth | 30.99% | 12.06% | 16.45% | |
| Qzzmxkwh SDK LB Mjdvl Jbphrhjr | PPZTW | Large Value | 26.40% | 7.89% | 11.34% | |
| Vmfcqrvq Gpprbm Bmwqtvbvwbwxy Xnbqbv | NNGFXV | Foreign Large Blend | 15.03% | 3.93% | 7.68% | |
| Lqmpfhtz Hgpmyp Thcjn Wrv Wlkck Rl | SRDJKR | Large Value | 21.15% | 5.96% | 10.24% | |
| Gtbcxpwk Zqwqpc Fywjv Kr Jjlxb | MZVLJL | Large Growth | 39.04% | 11.90% | 18.36% |
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.