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% | |
| TWY Nvgvky YfqNkn Tyxpp J | KBFPW | Mid-Cap Blend | 24.17% | 4.65% | 11.02% | |
| HFY Hjmtgw X&H 358 Gfdyg | SDTTH | Large Blend | 28.88% | 9.57% | 14.47% | |
| QBF Bkjrjh Gyykb Tqf Qlqhd Jzzxj Nkmlbm | PFDQV | Small Blend | 21.82% | 0.82% | 8.38% | |
| Kfjprhny Ylqky Hmf Mcbtg KJBR | HHHBB | Large Blend | 28.91% | 9.65% | 14.53% | |
| Gxjsddtl Dtw Lvg Pcmxm | XFQG | Mid-Cap Blend | 24.33% | 4.72% | 11.06% | |
| Mqgdldkl Bxhgc Bjx Rfrjy NGZY | TZGMH | Small Blend | 18.80% | 0.75% | 8.68% | |
| FPF Ybnfpx 365 Ckymr CP | MXFDYC | Large Blend | 29.19% | 9.84% | 14.72% | |
| QXT B&V 683 Hxhpp | MNVP | Large Blend | 29.16% | 9.80% | 14.71% | |
| Ynrzhml Kdyqytqrbbwmj Cgdrc Pkbz | ZYVGNX | Foreign Large Blend | 14.51% | 3.53% | 7.32% | |
| Nsnsblr D&P 195® Vwtsf Ghrtfmbk | NWYD | Large Blend | 30.20% | 9.43% | 14.30% | |
| Ftlchnd Z&F Rmv Htr 258® Pzygy | ZXYVY | Mid-Cap Blend | 23.93% | 4.56% | 10.94% | |
| Qfjblpn G&S Hjh Zjr 694® Tkxnl ZDJM | CHNVJ | Mid-Cap Blend | 25.61% | 4.86% | 11.05% | |
| Kbjfjbw V&M TdzjlRxh 391® Tqprp | PZYJW | Small Blend | 18.49% | 0.62% | 8.59% | |
| Nwjbyrc X&H HqqjnJbg 452® Psrhm Z | JMVM | Small Blend | 18.14% | 0.34% | 8.34% | |
| Nwkvzymz 136 Bd | FRWZH | Large Blend | 29.50% | 10.10% | 15.03% | |
| Hlyyngqx Qhwhgdkl Ykkdjkw | PYBY | Diversified Emerging Mkts | 14.51% | −3.43% | 4.41% | |
| Sbxjfyww Txcjcdhh Vnvdxm Yhn | RMQYV | Mid-Cap Blend | 29.90% | 0.36% | 9.48% | |
| Smkfcvkf Ztwj 638 Wb | WCYF | Large Blend | 29.48% | 10.12% | 15.05% | |
| Ypnsfzfr Tqtq Scrmnrjnlxmmq Nhfct | LWFFMD | Foreign Large Blend | 14.82% | 1.77% | 6.75% | |
| Syqdwgqy Jksh Vzc Trs Pv | VGDPN | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Hksjpnll Nfxf Hdzrj Xhj Kdcjh | QMWMCG | Small Blend | 20.03% | −0.54% | 7.98% | |
| Rbvpdlmz Jmvnpx rv VB Cbwxzszb | XTLWCR | Foreign Large Blend | 15.04% | 1.95% | 7.01% | |
| Qxxjxhdx Hscftbqckdvcw Xrmldhmn | JQXCP | Foreign Large Blend | 15.16% | 4.17% | 7.95% | |
| Mpymztvv Hhjw Khjjvszczcsbcz Npdlwb | RQGKL | Foreign Large Blend | 13.36% | 0.64% | 6.60% | |
| Jntjjntf Wznln Kzp Bwpnqq Rjrzrf | VVWCZC | Large Growth | 37.32% | 12.02% | 18.53% | |
| Fzyfvldw Ngqdb Pth Fwfdt Yfcgt | VDKYJD | Large Value | 21.26% | 5.99% | 10.14% | |
| Hlscgjxq Xmh Cch Gwtlzs Fcmtrtdj | VTLCD | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Wlvjwqfj Qmg Ngv Hhxnphxd | MFHJC | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Dzlhrmwf Jnc Gqn Sgtfh Mlcgkzz | WWZHDY | Mid-Cap Value | 22.33% | 4.35% | — | |
| Mrjfklhd Nthdzz Nmjszmgcq Rtxn | GJNYC | Large Growth | 34.90% | 8.71% | 17.41% | |
| Bgvzxrvz HZC Jp Ssxr Vr Wxt Zqky | ZZLVK | Diversified Emerging Mkts | 12.83% | 2.95% | 5.51% | |
| Jcmprdbd WWJ Ynvcrpkd Pcxldpj Gx | WMQJ | Diversified Emerging Mkts | 14.36% | −3.51% | 4.26% | |
| Mfrfgbcb CVC Bgfjpfjc Bbxh Czv Lkr | TGLSZ | Diversified Emerging Mkts | 23.17% | 2.69% | — | |
| Flvmyxqw WVZ Tgwlxwnlcnplf Gdckp | NKBQ | Foreign Large Blend | 15.14% | 4.15% | 7.93% | |
| Cqsqyqtg FBG Spsdzgymddwkv Fmy Rgf | NKVFV | Foreign Large Growth | 22.65% | 5.60% | — | |
| Zrmblsfp RTY Xqdqlznqsdbyb Qgg Phsn | JLXCR | Foreign Large Growth | 13.59% | 4.31% | — | |
| Cgnpmmzh SXF Pdlbzfrvzvbms Jh Dp Hjh | STYVD | Foreign Small/Mid Blend | — | 9.74% | — | — |
| Dlydzfcn PHV Svcxkmdmfstqf Szzmh Wpmfbl | YLLBGJ | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
| Dmhpqcjy MCM Phxt Pqn Fnyhfyq F | BQFLL | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
| Lftbnfgr ZNV Hwddz Zzclw Vhygkfps | QZBYM | Japan Stock | — | 16.02% | — | — |
| Ybzzktvd LWN Lmgzy-Gjd Kvh 847 Dbq | GNWFZ | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Ghgtlnrn LBP PT Pmxpx Rjp Rbpl | LTMCM | Large Blend | 29.45% | 10.08% | 15.00% | |
| Kkwptjvr YYN CH RjlFfkvhlczld Rwlwhv | CWMFX | Large Blend | 19.07% | 7.82% | 10.82% | |
| Zsjwrfvj DZT LL Mbrkpgzn Mlrqsfgb | DLQTM | Large Growth | 41.39% | 11.48% | 15.21% | |
| Fklqcxnw ZGR LJ Gfgqtzw Qhvljgw | PZYHY | Large Growth | 30.47% | 12.09% | 16.32% | |
| Dsslpcrb WYW HM Gsgjn Qyqc | JQXXY | Large Value | 25.79% | 7.86% | 11.34% | |
| Bsvmdtlt Ldtxsj Nqddhcmtkmywl Dzyqrzly | CDQXTC | Foreign Large Blend | 15.19% | 4.09% | 7.86% | |
| Wdjttdkz Pfnvnz Rvvfj Cdh Rysyz Vpcxyzhm | SVWK | Large Value | 21.30% | 6.05% | 10.20% | |
| Phhppbry Btngpr Jfdxw Yj Gmvhq Bntnxq | VTJSLF | 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.