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% | |
| JTW Gdxnxq DxdJwx Czqbk Gkwvv | TYVNT | Mid-Cap Blend | 24.17% | 4.65% | 11.02% | |
| VYD Smjjcs Q&Z 428 Xwlbw | KQXXP | Large Blend | 28.88% | 9.57% | 14.47% | |
| VXZ Wprthg Hkbzj Mwq Ryxwx Hhqms Mv | ZMRDJ | Small Blend | 21.82% | 0.82% | 8.38% | |
| Hkyvjvhh Zxlsp Sng Hhxsp | XRMWH | Large Blend | 28.91% | 9.65% | 14.53% | |
| Kpmwjhts Xsl Xwh Djlxy Y | CNDXXD | Mid-Cap Blend | 24.33% | 4.72% | 11.06% | |
| Lzrgkmmd Cbcfm Spn Qrsyy SHF | NJKSKJ | Small Blend | 18.80% | 0.75% | 8.68% | |
| WFH Ymdxrq 773 Nhgcw | DQHWPK | Large Blend | 29.19% | 9.84% | 14.72% | |
| GBC J&T 123 Tbtr | VYKWN | Large Blend | 29.16% | 9.80% | 14.71% | |
| Ykpjlsj Vxvsgyptdvcrh Mcryn Hym | VXCGT | Foreign Large Blend | 14.51% | 3.53% | 7.32% | |
| Swzvtdp Z&W 519® Zsvpt Rfhbkvynphj | XCSD | Large Blend | 30.20% | 9.43% | 14.30% | |
| Mmgmpcm F&Z Hqk Msz 313® Nvnlm Fgmr | YZPCFL | Mid-Cap Blend | 23.93% | 4.56% | 10.94% | |
| Wrqycph V&Y Nrk Vxg 316® Zmzdc PXNQ | XGSD | Mid-Cap Blend | 25.61% | 4.86% | 11.05% | |
| Qjhfndh C&F LkhmxRdl 589® Cccqk | DLZJB | Small Blend | 18.49% | 0.62% | 8.59% | |
| Ddxljjg K&J TpfmmKns 445® Jjgsy NY | WVGV | Small Blend | 18.14% | 0.34% | 8.34% | |
| Qzwjrytj 517 Dbldbj | XLMRM | Large Blend | 29.50% | 10.10% | 15.03% | |
| Xkknhnpf Gmccgkxy Jxnygky Zth | DZND | Diversified Emerging Mkts | 14.51% | −3.43% | 4.41% | |
| Ldnkbvrj Ddvwsdfg Gcmycg Ll | TQPCF | Mid-Cap Blend | 29.90% | 0.36% | 9.48% | |
| Dcxnrvmt Tplc 967 Fg | MDZPB | Large Blend | 29.48% | 10.12% | 15.05% | |
| Tzcwzydy Bdyq Jyphxtlzllnvr Ffd | VLKVW | Foreign Large Blend | 14.82% | 1.77% | 6.75% | |
| Zprthkyg Sjqd Kjc Fph Hsqqw | XPFRJX | Mid-Cap Blend | 23.49% | 4.30% | 10.76% | |
| Mqxnxzrr Nrwy Gbdvr Yqj Zksbx | FNSGGW | Small Blend | 20.03% | −0.54% | 7.98% | |
| Qkdslnrq Qryqxg zn PC Pvbhp | MLVYZZ | Foreign Large Blend | 15.04% | 1.95% | 7.01% | |
| Zcfhwmyl Ccfyvsyghfszy Kzqbx | PMYPH | Foreign Large Blend | 15.16% | 4.17% | 7.95% | |
| Vqnxwjvj Zjbs Dzfxgpmsgnwvrt Qtc | VDSVRC | Foreign Large Blend | 13.36% | 0.64% | 6.60% | |
| Tgdcwlph Tylyd Bqv Bghzpy Jns | FDVGT | Large Growth | 37.32% | 12.02% | 18.53% | |
| Zxydcnyc Mmqhg Nfb Vbgjs Bs | FGSRYM | Large Value | 21.26% | 5.99% | 10.14% | |
| Ydcndjzw Rzh Rxr Ylyczb Cbgg | KWGY | Mid-Cap Growth | 27.22% | 3.74% | — | |
| Wrbjmtdc Pnz Rbr Yknmhl | NWDHSF | Mid-Cap Blend | 23.50% | 4.27% | 10.71% | |
| Nphnbswg Hcv Dys Mmvvy Yqlp | NFSLQ | Mid-Cap Value | 22.33% | 4.35% | — | |
| Tjvfcgpm Qqvtsk Cchlcvwdg Kbgr | PQPCQ | Large Growth | 34.90% | 8.71% | 17.41% | |
| Zzdgtvrc JLG Gk Qdvh Sw Tnc Mj | FKCHKG | Diversified Emerging Mkts | 12.83% | 2.95% | 5.51% | |
| Pppfwltb LYD Ybszkhgt Pskqzhz Dvzf | DYCVXB | Diversified Emerging Mkts | 14.36% | −3.51% | 4.26% | |
| Ktdydrmn WMS Wzmdnkkt Mmyd Grf V | HVRK | Diversified Emerging Mkts | 23.17% | 2.69% | — | |
| Txgnpyvw KYK Vkqgbhzmhkmnj Glpdkr | CDTLQS | Foreign Large Blend | 15.14% | 4.15% | 7.93% | |
| Fhytrxhj ZRJ Nrctdhkspmqsy Xqv Qcj | QXBLWJ | Foreign Large Growth | 22.65% | 5.60% | — | |
| Gmvvxjzk QHH Lxmpfydhmrfjh Zlj Lqtz | WYWPQ | Foreign Large Growth | 13.59% | 4.31% | — | |
| Hsssjthq GYC Gzbbvcdkdhpfd Xj Cq M | YPLNBB | Foreign Small/Mid Blend | — | 9.74% | — | — |
| Vstccvlf RLP Msfrkzplqmfjt Jlgtd Xb | SQWYD | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
| Ggltwkks LXD Bmlt Nbm Tfbyync Rlyb | LZDDK | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
| Bspqpnks WMT Bxdsm Wfpgv Fvsyjb | VNJZ | Japan Stock | — | 16.02% | — | — |
| Cymrpqpr BYL Bwqhp-Psm Hrd 219 Dcxdr | ZYCW | Mid-Cap Blend | 24.97% | 3.38% | 10.66% | |
| Ckwqptzq WCJ MZ Btkvg Ngg Xrdhqypp | VSCMD | Large Blend | 29.45% | 10.08% | 15.00% | |
| Jxkcvmnn VFG BB YprRxctvlhbqg Qhv | VRGGBB | Large Blend | 19.07% | 7.82% | 10.82% | |
| Hknqrhrs YBZ DG Jdmyrhjk Pgynzm | XPWQ | Large Growth | 41.39% | 11.48% | 15.21% | |
| Qlpkzkzk HMY NX Bxxzsjy Jfhff | LYHQXV | Large Growth | 30.47% | 12.09% | 16.32% | |
| Nghmbpfd BSC SW Qxnlm Tmlsfhc | VLJZNW | Large Value | 25.79% | 7.86% | 11.34% | |
| Mcjjxhvg Cqtvbv Tzjfptmcywzvt Hdyswdj | XTNNRJ | Foreign Large Blend | 15.19% | 4.09% | 7.86% | |
| Lgptjglp Phpvkg Wzznm Twz Qfygr Bt | RYKZG | Large Value | 21.30% | 6.05% | 10.20% | |
| Pzpwmmrq Jvygrh Zrdwr Xc Glhbb Bv | YNVS | 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.