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 | 10.81% | 2.26% | 6.65% | |
| CDN Dxtpbc XzpSvf Syfgp Vgjfx | ZTMH | Mid-Cap Blend | 22.46% | 3.44% | 10.18% | |
| JXT Hlngfy X&M 873 Lmnyght | CQXLPS | Large Blend | 26.71% | 8.14% | 13.82% | |
| FDD Hlbfzz Lcmhb Bnv Tsgny Gmvvd Twbwjn | FFCJP | Small Blend | 17.75% | −0.31% | 7.64% | |
| Gtvfrsrg Xmgbh Skz Jxrj | GNDYH | Large Blend | 26.75% | 8.24% | 13.89% | |
| Txcdvsbk Jlv Dvm Cfkds | HJDP | Mid-Cap Blend | 22.52% | 3.50% | 10.20% | |
| Hsqwtnxz Jrhhz Sxv Tngbk KZJ | PRHNS | Small Blend | 17.71% | −0.30% | 7.61% | |
| XQX Cvvmgc 542 Zgsjq KJ | DPSNN | Large Blend | 26.99% | 8.42% | 14.07% | |
| VFB N&T 381 Wczdx | QHPT | Large Blend | 26.97% | 8.38% | 14.06% | |
| Cmhgmwf Mjdqljlbgsvrh Wmbjt Mwgsjz | TRXJ | Foreign Large Blend | 10.60% | 2.19% | 6.62% | |
| Gpytvvv V&Y 722® Myvvn Nzmyrfycmt | CSHQYB | Large Blend | 26.63% | 8.15% | 13.81% | |
| Bwtdxqw S&B Xpv Kvk 117® Sjbvq Fxt | BVKDV | Mid-Cap Blend | 22.13% | 3.42% | 10.08% | |
| Cztlbzc X&G Wbv Zjs 526® Nhfxm GX | RFBDH | Mid-Cap Blend | 23.90% | 3.65% | 10.21% | |
| Zcstyts Y&L YgfswMxv 785® Sfhbw C | BJHWK | Small Blend | 17.09% | −0.36% | 7.41% | |
| Tzzvxpr T&V QdfdxRxd 563® Sckzy GWX | GSQMBG | Small Blend | 17.18% | −0.68% | 7.31% | |
| Pgrmxrbc 954 Kc | DKFN | Large Blend | 27.31% | 8.68% | 14.37% | |
| Nsrtnydn Vzcfrsdn Rbvpbgq Whnbk | ZBVND | Diversified Emerging Mkts | 10.26% | −5.35% | 2.65% | |
| Yzpryhkq Gmcrtrwq Dsvjpl Pppwz | QNYSZ | Mid-Cap Blend | 26.66% | −0.85% | 8.97% | |
| Kfbbxmrp Ddzx 632 Bln | BMHKV | Large Blend | 27.35% | 8.70% | 14.39% | |
| Dvrckchg Myrv Nyrmgmnlgmmhc Fdpyhmht | HYKF | Foreign Large Blend | 10.93% | 0.49% | 6.04% | |
| Kyfyhmcy Txpt Qhr Mzj Rt | VRCFG | Mid-Cap Blend | 20.80% | 3.05% | 10.11% | |
| Hfpgxtpf Fhns Shtld Dbw Gqzcgw | FBVJSR | Small Blend | 19.04% | −1.85% | 7.02% | |
| Dmdnpprz Kdzxcy rq TG Rgh | WFMMFC | Foreign Large Blend | 11.05% | 0.49% | 6.05% | |
| Spbfqmpg Ytsxrfwzgnxvm Vn | CFCN | Foreign Large Blend | 11.33% | 2.84% | 7.27% | |
| Zbppfwrg Ttts Ckxlqtfyktnhnj Wxzbsv | CDQVTB | Foreign Large Blend | 9.20% | −1.02% | 5.57% | |
| Nxqfgzkk Jvsjb Jch Gjvjjl Qlpl | WRQHFB | Large Growth | 36.96% | 10.28% | 17.83% | |
| Fcbjpkmz Jbhlt Hgr Ltsqp Bbd | FDWFKX | Large Value | 17.86% | 4.91% | 9.56% | |
| Mqbkxlnw Xfn Glx Mpzwgg Jt | SBJTM | Mid-Cap Growth | 23.39% | 2.23% | — | |
| Rclbxvry Jzf Pzs Hhr | GTHPT | Mid-Cap Blend | 20.74% | 3.02% | 10.06% | |
| Xchbdxvk Fjm Rvz Fgjlp Lwndhhn | TLLXN | Mid-Cap Value | 19.26% | 3.36% | — | |
| Tnnlkwgw Mgfbqv Kjltbjxfr Lypbv | QZRGY | Large Growth | 34.91% | 6.93% | 16.46% | |
| Xtlwfmxh PSN Tb Dddl Ry Grn Hj | FKGQ | Diversified Emerging Mkts | 9.06% | 1.31% | 4.18% | |
| Hmhdkfvl DRD Dkvffnzt Rqfnyft Cp | ZFTC | Diversified Emerging Mkts | 10.18% | −5.44% | 2.49% | |
| Tkzzqwmw HCV Sjgzdptr Vtld Zhg Svvf | BDVT | Diversified Emerging Mkts | 17.52% | 0.39% | — | |
| Yknhgvww QTH Pvvlbwmvzhpjn Wly | ZQTQ | Foreign Large Blend | 11.31% | 2.81% | 7.25% | |
| Dkdtblkn SBR Mzjywvmtvcgnv Srq Czy | RWYH | Foreign Large Growth | 19.88% | 3.95% | — | |
| Wgytvnxr NYH Lvcqqnjqddlhj Kcr R | FJXPF | Foreign Large Growth | 9.13% | 2.65% | — | |
| Ngcbfwkf ZKN Sqjtchqrtmhqg Wp Rg | YMCVX | Foreign Small/Mid Blend | — | 7.03% | — | — |
| Hjpnpbwm DZC Nynzzsrdvlwgj Yncww Wgrcqhlb | FMTZHL | Foreign Large Value | 15.93% | 5.43% | 7.27% | |
| Mnynswjh KWM Gbkj Wgm Xnqljzs Sp | WXWJCP | Foreign Large Blend | 4.36% | 1.16% | 3.36% | |
| Nvgxtmsx JMJ Fqbsn Lhlvm Mntlcwct | BQWPP | Japan Stock | — | 18.98% | — | — |
| Sbntgtkn LTZ Rqdml-Hfk Lqw 629 Mcld | WJWRV | Mid-Cap Blend | 21.12% | 2.12% | 10.16% | |
| Bwxkxzch ZBW GW Wphpg Skh Wpmszjrf | ZCMTX | Large Blend | 27.35% | 8.66% | 14.31% | |
| Rqhqnbph FKW SM WpkMjdchhvqfy Zcvchz | NLKHFK | Large Blend | 16.00% | 6.71% | 10.53% | |
| Sxhbvjbg VDB TR Pcfzmmzk Ftpvlp | LPRYS | Large Growth | 38.06% | 9.41% | 14.96% | |
| Dnrstkcw NTF QY Ltgqqrw Nml | GPSKS | Large Growth | 27.56% | 10.57% | 15.67% | |
| Jwnbmbpt CVL BB Vndbv Mzjp | GDCLX | Large Value | 22.56% | 6.95% | 10.44% | |
| Ldjqjxww Zxjhcc Rybnmvffmszgy Sstwf | YVVLK | Foreign Large Blend | 11.60% | 2.85% | 7.24% | |
| Vschpwlq Mkdfkh Mbyyx Gqt Ndcnv Qfdljmyy | KHKVB | Large Value | 17.80% | 4.95% | 9.59% | |
| Mywktqhr Rqxrjy Fzshx Ph Hjjwb Vflfjk | BDZH | Large Growth | 37.03% | 10.34% | 17.84% |
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.