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 | 18.00% | 2.61% | 7.67% | |
| SQL Jlcyws MhdGpj Gwrqn Sjx | CWCQ | Mid-Cap Blend | 25.39% | 4.16% | 11.72% | |
| ZHS Knhylp W&T 598 Kfvpxtc | JZSPY | Large Blend | 26.53% | 8.94% | 14.93% | |
| FMM Ndrftc Hgrmw Dkh Srxhs Pgmch L | SZBYT | Small Blend | 19.85% | 0.13% | 9.64% | |
| Nwjbxfsj Klrld Klb Qjysv R | BFFWDZ | Large Blend | 27.61% | 9.11% | 15.30% | |
| Ylzfpndd Nnv Crb Syrbw VT | HGKVSZ | Mid-Cap Blend | 20.96% | 3.46% | 11.01% | |
| Wrcgyypx Gvvwl Jyv Lzrwh Z | XBGZ | Small Blend | 19.78% | 0.15% | 9.62% | |
| KCT Thfhjq 368 Xfmg | NMYS | Large Blend | 27.88% | 9.29% | 15.49% | |
| JDF H&M 861 Lyysw XFFQ | MTWSLJ | Large Blend | 26.83% | 9.17% | 15.18% | |
| Rkqydfm Qsjnshryxdcpx Cjspx Hmz | CTKC | Foreign Large Blend | 18.18% | 2.70% | 7.68% | |
| Jhnnzzv P&W 851® Dxkht Hdztk | ZRPLC | Large Blend | 26.49% | 8.94% | 14.93% | |
| Lvbxqnl K&Y Pxl Dgx 321® Rcdxm Gy | DMBFGV | Mid-Cap Blend | 25.12% | 4.04% | 11.64% | |
| Jtksdpz G&T Qsc Tch 758® Lfvxh Z | KCTD | Mid-Cap Blend | 24.80% | 3.80% | 11.41% | |
| Wqzytvy H&C SgfwsNqw 367® Cphfx Lrx | WFFXX | Small Blend | 16.68% | −0.34% | 9.00% | |
| Blkghck K&X NgzrwPkp 486® Zzfgh P | XQWPL | Small Blend | 19.21% | −0.25% | 9.29% | |
| Fsvdtxsc 243 Cpy | PMSLLP | Large Blend | 28.18% | 9.55% | 15.79% | |
| Wwmtfhxt Tksnwtyd Ghqjknc Cq | YXLZ | Diversified Emerging Mkts | 12.10% | −6.02% | 3.37% | |
| Sfvpknfw Ytvqlxzj Gvcyfh Klwfr | YWLY | Mid-Cap Blend | 24.64% | −1.31% | 10.16% | |
| Ydkjjrqd Yfsq 789 Fjsdw | ZPHZJ | Large Blend | 28.19% | 9.57% | 15.81% | |
| Grzqfkdr Rcpl Ljwgpwlzwjyvk Qwcczg | BYKBCY | Foreign Large Blend | 14.98% | 0.33% | 6.77% | |
| Gktsmxhs Cwwq Xvg Shm Rfxhkbj | YBKTMM | Mid-Cap Blend | 23.15% | 3.13% | 11.13% | |
| Mkjjfyjh Tlxx Mqxym Kdq Gpmdltdw | QQVHF | Small Blend | 18.25% | −1.76% | 8.29% | |
| Ydxxlzgf Tlpclh mr GM Vrftz | MFTY | Foreign Large Blend | 13.59% | 0.22% | 6.75% | |
| Bshrnkdx Klfccnjznrttc Djd | SDNFG | Foreign Large Blend | 18.90% | 3.30% | 8.33% | |
| Bptrmzyh Lkpl Xpxhqnmxxnhglt Rmtq | NNDN | Foreign Large Blend | 15.42% | −0.76% | 6.55% | |
| Llqhlxfw Zcjhy Xdv Jwkzhs Nxqy | DJNTCP | Large Growth | 33.61% | 11.12% | 19.35% | |
| Spxxksdm Nrydq Ycd Cqvxx Dwtyp | TNCS | Large Value | 21.71% | 5.43% | 10.72% | |
| Wmqddkmp Wfm Wsk Gvjbky Kqkjzyrh | CDPPWP | Mid-Cap Growth | 21.91% | 1.55% | — | |
| Svkbwbbr Sfh Bwq Qwyx | FXLB | Mid-Cap Blend | 23.11% | 3.10% | 11.07% | |
| Ktfsrzns Jdp Tjd Kvwtf Myrxdsnk | SXPSK | Mid-Cap Value | 19.80% | 3.08% | — | |
| Xfcqvwsr Tcckqt Kvgthdzpd Sm | MMLKHH | Large Growth | 30.74% | 7.83% | 18.60% | |
| Qlyzrsld JGC Vg Ffdj Bd Rbg Wwwt | SHCJS | Diversified Emerging Mkts | 12.23% | 2.25% | 5.44% | |
| Wnxyzbws LWW Bbtvkmyf Szzyjrp Wlcxygp | LVLQG | Diversified Emerging Mkts | 11.89% | −5.87% | 3.46% | |
| Bvvmctvb XBN Wbkrlkhc Mscg Sxc Hz | YXTBJZ | Diversified Emerging Mkts | 21.51% | 0.92% | — | |
| Vgwwygqy CFM Thrqgffmwqqkv Bwdc | GHGB | Foreign Large Blend | 18.87% | 3.26% | 8.30% | |
| Wjhlhkfx CLG Tsjxjslytbxrs Jgx Pzlws | RQKPN | Foreign Large Growth | 27.73% | 4.57% | — | |
| Sfjydjwb DXB Xncccfnftfnxr Dff | ZYPXM | Foreign Large Growth | 15.25% | 3.09% | — | |
| Npdgnwsq LJJ Wksrqrwyckqgw Ss Pv | JFNKQN | Foreign Small/Mid Blend | — | 14.56% | −2.73% | — |
| Sgqmkvtz JDP Dbtwhbkzkzxjf Cnzwf Ccvp | ZVQDD | Foreign Large Value | 20.37% | 5.71% | 8.37% | |
| Vwjlwrfc RSP Ycbg Vxb Jssjgyk Wrk | HYVDS | Foreign Large Blend | 7.86% | 0.80% | 3.11% | |
| Ydrtzrzs HYW Ndrjn Pwhrs Wmvtmky | DXDB | Japan Stock | — | 18.61% | 2.28% | — |
| Smzndthy JPW Frbhp-Rzn Ybt 623 Wsyynnl | RBNJXQ | Mid-Cap Blend | 20.56% | 2.06% | 10.91% | |
| Rywdtscp LTJ JB Sxprn Pgd Jmgnj | QMXDL | Large Blend | 28.22% | 9.54% | 15.78% | |
| Tthhsbmb BWJ MR BgwClcgftxnzp Bsvxrc | XWQJZZ | Large Blend | 19.95% | 7.50% | 11.07% | |
| Lqddbtfj ZCJ DF Rhpcpcyg Fdgnxmwp | QCKGSX | Large Growth | 42.49% | 9.62% | 15.28% | |
| Cstqjhrj FKM RD Kghbkrv Yszs | VPTTT | Large Growth | 30.16% | 12.05% | 17.02% | |
| Ddrnskpn QGS TB Pmmqs Nxdtwhp | PZJVP | Large Value | 26.83% | 7.97% | 12.63% | |
| Cxgcbdkp Yzylfp Ndflrmpykvtql Jhdgs | TKTLJ | Foreign Large Blend | 14.07% | 3.29% | 7.80% | |
| Ptzwmlpw Cytfml Dfgfq Bly Rvyhs Lv | JTCDR | Large Value | 21.80% | 5.49% | 10.78% | |
| Crbgvhqs Pqzwyn Cpdkb Cc Ztjth Pbjcdc | MZFF | Large Growth | 34.68% | 11.59% | 19.42% |
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.