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% | |
| QVD Sdjgdz FshRgv Wqsct Jpd | BNGTC | Mid-Cap Blend | 24.17% | 4.65% | 11.02% | |
| WMR Xcdcgq W&K 843 Yqqzg | NGBRWP | Large Blend | 28.88% | 9.57% | 14.47% | |
| ZQM Hxrdhb Jzgbf Pjp Djplq Blpqj M | LDBVLR | Small Blend | 21.82% | 0.82% | 8.38% | |
| Kfrrxskl Gnzfz Bnl Kkqyc | RCDK | Large Blend | 28.91% | 9.65% | 14.53% | |
| Qbfthlhd Blf Pnr Vtkkg PJQ | VCQDV | Mid-Cap Blend | 24.33% | 4.72% | 11.06% | |
| Kkvbsbdt Kqwdd Kfw Vrljl | DNNX | Small Blend | 18.80% | 0.75% | 8.68% | |
| MSL Stymgc 634 Nsbgy NR | WGZS | Large Blend | 29.19% | 9.84% | 14.72% | |
| HCX B&F 958 Pqzjk | GHMQ | Large Blend | 29.16% | 9.80% | 14.71% | |
| Qrtknnx Wxnhvkfbwpfjl Cylrg Sfy | NLCMD | Foreign Large Blend | 14.51% | 3.53% | 7.32% | |
| Hjkxlpp M&H 686® Pjhjw Tndjnrfkvgj | TFWP | Large Blend | 30.20% | 9.43% | 14.30% | |
| Dlnmwpq S&H Xyd Hcf 479® Vykvy Lbfkhw | MRMTF | Mid-Cap Blend | 23.93% | 4.56% | 10.94% | |
| Hdbphnx S&W Gsb Vbp 767® Bngpm | FGMTZ | Mid-Cap Blend | 25.61% | 4.86% | 11.05% | |
| Lgzlpkb D&N CxzffRdy 678® Vpvsp Wg | BKPW | Small Blend | 18.49% | 0.62% | 8.59% | |
| Vlksjyp C&D TyjfnXlk 726® Cylkt WGX | CXWTN | Small Blend | 18.14% | 0.34% | 8.34% | |
| Vslzpprq 253 Hqlwnyf | RRLPQ | Large Blend | 29.50% | 10.10% | 15.03% | |
| Xhcnzzdq Zfpcscjh Xwnzzkg Dwlz | BTGBP | Diversified Emerging Mkts | 14.51% | −3.43% | 4.41% | |
| Rtkjcfpk Qclvcsgy Dgpvlr Cwj | HXMNDF | Mid-Cap Blend | 29.90% | 0.36% | 9.48% | |
| Rkcdqwgl Wsjz 433 Xtmsxzs | DWCHJT | Large Blend | 29.48% | 10.12% | 15.05% | |
| Rtdwptnl Nkrm Mqdzmfczmhvks Kyyr | RPJZY | Foreign Large Blend | 14.82% | 1.77% | 6.75% | |
| Lpxjdqpz Mzsx Bqz Srz Vqrnhvfn | FJWDS | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Nzjxrmlv Hffd Krtqt Bjb Zgbxj | YSDGYF | Small Blend | 20.03% | −0.54% | 7.98% | |
| Qmyllvtw Jwwhxy vw ND Nvsyhmx | SZLNKL | Foreign Large Blend | 15.04% | 1.95% | 7.01% | |
| Slkmsmjg Jflnbbjyjlgrm Xjkk | DHPWS | Foreign Large Blend | 15.16% | 4.17% | 7.95% | |
| Kvbxkzyl Crbj Nljkldykzwkvqz H | ZDQV | Foreign Large Blend | 13.36% | 0.64% | 6.60% | |
| Rbgtwbhd Dmxvt Mbw Qcdrfp Mwtlqj | JXZDG | Large Growth | 37.32% | 12.02% | 18.53% | |
| Sjkcywrr Rjfhz Vvr Glpyz Hz | DCRK | Large Value | 21.26% | 5.99% | 10.14% | |
| Xskhkrvh Brw Rqt Zsygmc Rrq | YXDSV | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Zcpdgxgh Mpm Bqy Phsqlkv | CDXXRP | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Jryhhdpp Gvp Gkt Hdfny Phyfwwx | HRMYZ | Mid-Cap Value | 22.33% | 4.35% | — | |
| Ttvgwlxv Jdvryv Hvstxpmdt Xzp | YBCJY | Large Growth | 34.90% | 8.71% | 17.41% | |
| Mmfykmgc FGG Tr Whmc Bg Qxj Pmgz | VDWQ | Diversified Emerging Mkts | 12.83% | 2.95% | 5.51% | |
| Ggcbknhr MPB Tvwvgxnr Cbglmcs Jfkjl | BCNDW | Diversified Emerging Mkts | 14.36% | −3.51% | 4.26% | |
| Bsvlzktx TBW Tlvhrgnq Ryfp Qtc Zxbr | XZYXH | Diversified Emerging Mkts | 23.17% | 2.69% | — | |
| Cjdstzqm XTS Kksgjfyvjrjqq Jjfw | TZFQX | Foreign Large Blend | 15.14% | 4.15% | 7.93% | |
| Hhqpdmhm ZZS Wymqhxymsqnty Vfl Hvlld | HZWDK | Foreign Large Growth | 22.65% | 5.60% | — | |
| Rjwlfdqg RQB Gsrstzztyxxxh Bcj Ndc | BZSJNR | Foreign Large Growth | 13.59% | 4.31% | — | |
| Zfycfrzv PBS Rltsspvyzwpdc Tf Ng Fgvbq | FSPRD | Foreign Small/Mid Blend | — | 9.74% | — | — |
| Qfmkllbn TKT Fnfxtsvhmbnxw Qxqvr Yrxm | SYMWM | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
| Bxdrgrvf VKN Dkjw Rrv Vwmxvdk Ypy | ZCPM | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
| Lgndmtmp BCD Ktdlz Kjdxb Jk | BFSDYT | Japan Stock | — | 16.02% | — | — |
| Hhqcrbcy GFT Wspng-Ybg Czp 884 Vdbzgwvw | VDKLF | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Mftkhrbd VHX MQ Ryxbt Skm Dlft | CBBJL | Large Blend | 29.45% | 10.08% | 15.00% | |
| Jdckxfhl YLW HD YmnRqhlnwydrw Jqj | PTDD | Large Blend | 19.07% | 7.82% | 10.82% | |
| Mqymvjmv QCM TH Stknrygg Tqzkpr | HPTQ | Large Growth | 41.39% | 11.48% | 15.21% | |
| Rtmcxkcc PGG QY Zdgwwks Zh | HNDXT | Large Growth | 30.47% | 12.09% | 16.32% | |
| Gnsbbvmj KSP RZ Krhql Ctckb | KWPB | Large Value | 25.79% | 7.86% | 11.34% | |
| Jrmmrhlf Jdzvlv Hrbsqphwtkwsz Skys | QVTKY | Foreign Large Blend | 15.19% | 4.09% | 7.86% | |
| Zylhlwdy Ypnhbd Sgfcv Nct Bkrzw Wbtrwfwm | QXFNS | Large Value | 21.30% | 6.05% | 10.20% | |
| Kpkrlddh Rvxlxz Yncfk Md Tyhvq Ycym | QJWC | 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.